Track expenses and mileage in one app.

 

There is more to Standard Time® than a timesheet.  There is expense  tracking!  This video describes how easy it is to enter a new expense.   You can enter mass numbers of expenses with expense templates in the timesheet, or enter single expenses one at a time.   That's actually the focus of this video.

Keeping track of expenses is an important part of professional services,  especially if you are passing expenses along to clients.  Your consultants  pay for items in the execution of jobs, and then need an organized way to  categorize and report on them.  Executives and bookkeepers need a simple  way to include them on invoices along with time entries from the timesheet.   This is the solution!

Each expense can be assigned to a job, a client, a category, and other fields.   This lets you sort and group records in reports and the on-screen views.   Once you have them sorted, grouped, and filtered, you can select rows and copy  them to Excel.

As is true with hours from the timesheet, only expense records marked as  "billable" will show up on invoices.  Most invoice templates include a  separate section for time and expenses.  You can even write custom expense  reports to customize how they show up on invoices.  A few examples exist  for your examination.

Here is an example of the full expense form.  As you can see, it has  fields for all the information you will need.  Most are optional, and all  of them are reportable in custom reports.

 

Expense Form Screenshot
Expense Form

 

Expense records can be sent to QuickBooks.  Just choose Tools,  QuickBooks, Export Expenses to send all expense records to QB.  Records  will show up in the General Ledger or Bank Register.  Just like hours, they  can be included on client invoices.

Also See: Video: Expense Templates, Video: Customizing Invoices, Video: Timesheet Integration with QuickBooks

 

Back to Videos

 

More videos on YouTube

 

 

 

 

 

 

 

    More videos to explore

  • Animated (30 sec)

    Introduce and inspire use of the timesheet and project management techniques. You will learn what can be done and be tempted to try it. Read More
  • Old-Timey (60 sec)

    Tracking time and expenses in the modern world? See the most modern technique for time sheets and time management Read More
  • Quick Questions (2 - 4 min)

    Answers to quick questions we have received regarding the employee timesheet, projects tracking, and PTO. See the product in action. Read More
  • Cartoons (60 sec)

    The lighter side of time tracking and project management, in cartoon format. Learn what the makers of Standard Time really think! Read More
  • Short Intros (60 sec)

    Short intros to the basics of time tracking and project management techniques. Learn how employees use the timesheet. Read More
  • Whiteboard (60 sec)

    Introductions to time tracking and project management. Get ideas, get inspired, try new things, and learn what your timesheet can do Read More
  • Interviews (2 - 3 min)

    Interviews about timesheets, project tracking, PTO, and management techniques. Get the general concepts of time and project tracking. Read More
  • Instructional (3 - 6 min)

    Screencast videos with deeper instruction for project management, employee timesheets, PTO, expenses, and client invoicing Read More
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8

 

FREE TRIAL


Download a fully functional timesheet that will remain active for 30 days.
Company Name
Please enter your company name
Full Name
Please type your full name.
E-mail
Invalid email address.
Number of Employees
How many employees will use this?
Enter the text below
Enter the text below
Please enter the text above