Time entry

A time entry records the duration of time an employee spent working on a task. It is an extension of a sale entry, so you can generate a receivable from it that can be used to invoice a customer.

Details

Field	Description	Value(s)
description	Short description what was done
user	User who realised this entry
project	Project the entry relates to
status	Current status of the entry	pending/ready/validated/billed
origin	Origin of the entry	backlog/email/support
ticket	If origin is support a ticket can be linked to the entry
ticket link	Computed from project.instance.url and ticket	{instance.url}/support/#/ticket/{ticket}
date	Date
start	Start time
end	End time
duration	Duration of time spent	{hours}:{minutes} -> 01:30
product	Catalog product
price	Price
unit price	Per hour price
receivable	Generated receivable to invoice customer

A time entry information can be divided in 2 parts:

1. Time entry data

   • description
   • user
   • project
   • status
   • origin
   • ticket
   • ticket link
   • date
   • start
   • end
   • duration

2. Sale data used to invoice customer

   • product
   • price
   • unit price
   • receivable

Status workflow:

A time entry has a status that can change following a workflow. The possible statuses are pending, ready, validated and billed.

@startuml

(*) -r-> "Pending"
"Pending" -r-> [ready  ] "Ready for validation"
"Ready for validation" -r-> [refuse] "Pending"
"Ready for validation" -r-> [validate] "Validated"
"Validated" -r-> [bill] "Billed"
"Billed" -r-> (*)

@enduml

Modifications

The modification of the project automatically sets the customer.

The modification of the duration automatically updates the end time.

The modification of the start time or end time automatically updates the duration.

When the origin and the project are selected a matching sale model is researched. If a sale model matches it will automatically fill in the time entry sale information: product, price and unit price.

When status is updated to "billed" a receivable is created.

Actions

Name	Description	Where	How	Notes
Quick create	Allows to quickly create a time entry from the list view. The new time entry can then be easily modified inline.	Time entries list view	Click on the upper right button "QUICK CREATE"
Create receivables	Allows to generate time entries' receivables from the list view.	Time entries list view	1) Select the rows with the list row checkboxes 2) Click on upper left dropdown "X SELECTED" 3) Click on "Receivable"	Receivables are only created for billable time entries that do not have a receivable yet.
Update status	Update the status of the time entry following the workflow	Time entry form view	Click on the upper right button "READY" / "VALIDATE" / "REFUSE" / "BILL"	- READY is displayed if status is pending - VALIDATED and REFUSE are displayed if status is ready - BILL is displayed if status is validated