Clients Tab in Time Tracker

Clients in Time Tracker are implemented as an optional feature, which can be enabled / disabled on the Plugins page. When you enable Clients, the Required option also appears on the right. It determines whether a client selection is mandatory for time and expense items.

Once enabled, a new tab called Clients appears in Time Tracker menu. Click it to see a list of configured clients.

Click the Add button to add a new client. On the Adding Client pagem, the fields have the following meaning:

• Client name - used to refer to the client on other pages.
• Client address - used in invoices.
• Tax - value added tax (VAT) to apply to labor items. This tax does not apply to expense items.
• Projects - select projects associated with the new client by marking appropriate checkboxes. Marking only relevant projects helps to reduce project clutter for users.

Now you can enter time records and expenses for clients. To do so, select a client on the Time or Expenses pages while entering data. To enter expenses you need to enable the Expenses plugin on the Plugins page.

You can also run reports or view pie charts for clients.

Deactivating Clients

Like most entities in Time Tracker, clients have a property called status, which can be set to active, inactive, or deleted. To deactivate a client, go to the Clients tab and click on the pencil icon to edit a particular client. Set its status to inactive and click Save. Deactivating a client removes it from client selector on time and expense entry pages.

Client Accounts

If you want to give clients read access to their data in Time Tracker, you can do so by creating a client account. Do so on the Users page. Client accounts have read access to reports and invoices.

Time Tracker User Guide