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NEW! A few basic time, expense and invoicing questions...
Hi,
I run a small consulting business and I have a group of several sub-contractors that work for me on various projects. Currently I use a combination of a competitor product and spreadsheets to handle my time recording, expenses and invoicing.
I was put on to your application after posting a query on another forum relating to the vagaries of the UK VAT system and having reviewed your demo I was really impressed.
However, in order to justify the administration work involved in migrating from my current system I need a couple of points clarified. I should point out that I have only spent an hour or two playing with the system so please forgive me if there are solutions to these queries.
Tasks:
- It seems that task have to be created for each project and cannot be administered centrally and automatically added to a project (common task i.e. admin, normal time, travel time).
Time:
- It seems to be entered by task against a project, but it appears that there is no way to indicate whether this task is billable or not. My current package allows me to set an indicator for a task globally (see above) and override in a particular project, can this be done?
Expenses:
- I often have several sub-contractors working for me on a project, these projects often included expenses which are reimbursable by the client and those that are not, however, I want to track them both for profitability analysis. Is there a way, or could you provide the option to indicate whether an expense is reimbursable and/or billable.
Invoicing:
- On the invoice you have drop downs for unbilled time and expenses, further to my previous question regarding time, how could I restrict this just to billable tasks on the project.
- As previously explained, some of my projects have several hundred expense lines associated, some off which will be VAT applicable and others zero rated or not billable. Would it therefore be possible to provide aggregation (as per your time drop down) to allow expenses to be aggregated by VAT/Zero Rate or by category.
- This should also take into account any non-billable indicator.
Many thanks
Jason Jones
I run a small consulting business and I have a group of several sub-contractors that work for me on various projects. Currently I use a combination of a competitor product and spreadsheets to handle my time recording, expenses and invoicing.
I was put on to your application after posting a query on another forum relating to the vagaries of the UK VAT system and having reviewed your demo I was really impressed.
However, in order to justify the administration work involved in migrating from my current system I need a couple of points clarified. I should point out that I have only spent an hour or two playing with the system so please forgive me if there are solutions to these queries.
Tasks:
- It seems that task have to be created for each project and cannot be administered centrally and automatically added to a project (common task i.e. admin, normal time, travel time).
Time:
- It seems to be entered by task against a project, but it appears that there is no way to indicate whether this task is billable or not. My current package allows me to set an indicator for a task globally (see above) and override in a particular project, can this be done?
Expenses:
- I often have several sub-contractors working for me on a project, these projects often included expenses which are reimbursable by the client and those that are not, however, I want to track them both for profitability analysis. Is there a way, or could you provide the option to indicate whether an expense is reimbursable and/or billable.
Invoicing:
- On the invoice you have drop downs for unbilled time and expenses, further to my previous question regarding time, how could I restrict this just to billable tasks on the project.
- As previously explained, some of my projects have several hundred expense lines associated, some off which will be VAT applicable and others zero rated or not billable. Would it therefore be possible to provide aggregation (as per your time drop down) to allow expenses to be aggregated by VAT/Zero Rate or by category.
- This should also take into account any non-billable indicator.
Many thanks
Jason Jones
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Inappropriate?Jason,
You've correctly identified that FreeAgent does not yet have 'common tasks' to make it easier to get started with a project, nor do we support linking expenses to projects without re-billing them.
The latter is certainly one of the more common requests we get, and we're obviously keen to support it as soon as our development schedule permits. Similarly, having a set of common tasks, or perhaps being able to 'clone' another project's tasks when creating a new one, is a really good idea.
I'm afraid it would be misleading of me to offer you a precise date when either will be done, though. -
Inappropriate?Hi Ed,
Thanks for the response, could you also shed any light on the invoicing question, aggregation by "VAT/Zero Rate" or "category" would be a big bonus for me.
Also, when you get around to the task development, may I ask you consider adding options for billable, common (appears on all projects) and a default rate (per hour, per day etc..)
Cheers
Jason
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