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Tracking
and Billing Time Does your business perform work for clients or customers ? Do you keep an accurate record of the time spent by your staff as they work for those clients and customers ? Do you know which clients and projects are the most profitable for your business ? Microsoft Excel can offer a simple and cost effective solution to this problem. In this months newsletter we introduce you to a Timesheet workbook that you can use in your business to more effectively and efficiently track the time of your staff. Click on the following link to download the sample Timesheet Tracker workbook and save it to your workstation. Timesheet Data Entry Open the sample Timesheet Tracker workbook and access the "Transactions" worksheet. This is where data is entered to record and then track time spent on projects for clients. The entry is relatively simple, the date is specified and then the "Start Time" is entered in 24hr format (eg 8:30am is 8.50), then the "End Time". The charge hours are automatically calcluated.  To complete the time data entry the Activty and Client are selected from drop down lists. To include additional time records for the same day a new record is created repeating the steps above. Create Summary Report Now to update the summary report of Timesheet Data, simply access the "Summary" worksheet. Click once onto the "Pivot Table Report" area shown below with an "X" and then Right Click and select "Refresh Data". This will update the Report and display all recorded time for a Project and the Activities performed.  It is possible to select filters for this report by Year, by Month and by Week. It is also possible to select the report by Client and show only the time recorded for that Client for the period. Chart by Client by Project Now lets update and review a key report that shows your timesheet data by Client and by Project. Access the "Chart Hours Client by Project" and click inside the existing Chart. Then from the "PivotChart" menu select "Refresh Data", the report will be refreshed with the latest changes.  Create new Clients or Projects To create a new Client, Project or Activity access the "Legend" worksheet and enter the new details in the tables provided. Following the update you will be able to enter data for the new Project or Client.  Simple yet Effective Timesheets With this simple yet effective tool you will be able to ensure that every minute spent by your staff is accounted for. With that information you can determine which clients and projects are the most profitable for your business. Feel free to implement this workbook example for your business by following the steps above to configure and setup the Timesheet Tracker. If you would like help in setting up Timesheet Tracker or would like to enhance the basic version then click on the following link to contact our Excel Consulting team to discuss your requirements. If you have any questions or would like help in developing Macro's for your business then Contact Us and we will assist. If you are not yet a subscriber to the XLAutomation newsletter then Click Here to subscribe and receive guidance and tools that will increase your efficiency in using Microsoft Excel, Word and Powerpoint. |
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News... We are now offering Excel Training for businesses on the Sunshine Coast. Click Here for details on our Courses Subscribe to WIN... Click Here for details on how Subscribers can enter the next competition for your chance to win more FREE consulting from the XLAutomation team Get Free Advice... If you have a specific problem or area of Excel that you would like to see featured in next months Newsletter then let us know. Click Here to tell us what YOU need. Latest Offers "Free Consultation" Take advantage of our 1 hour free on-site consultation. We guarantee to provide advice that will improve the way you currently use your Microsoft® Office software. Click Here to book a session with one of our consultants. |
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