To assist with stock management stock location has been added as a column to to disbursement grids within TimeTrak for users who have stock location visibility enabled on there profile. Users profiles must have stock location viability set to always as per below: Which provides the ability to right click […]

Roster class colours have displayed to left of a time entry in TimeTrak Professional if a roster class colour is set since 21.2 as per below: https://timetrak.co.nz/blog/category/timetrak-21-2-release-notes-whats-new/#Point5 These colours were added to TimeTrak mobile and the TimeTrak APP from version 21.2 as per below:https://timetrak.co.nz/blog/category/roster-class-colours-now-available-on-calendar-in-mobile-and-app-for-time-entries/ From TimeTrak version 23.1.1, Approval by […]

When user profile changes are made TimeTrak websites need refreshed in order for permission changes to be applied. In TimeTrak Mobile from version 23.1.1 there is now the ability to refresh user settings without the need to logout which was required previously. In TimeTrak Professional this can be done as […]

In versions of TimeTrak prior to 23.1.1 Queues were ordered in the TimeTrak Admin Console based on their unique Id (order in which they were added to the system). This ordering applied at a global level when reviewing queues as well as queues against a profile when enabling visibility. This […]

From version 22.2.6, the opportunity view in the Mobile has been updated to include a user drop down list and check box to include completed opportunities.

From version 22.2.6, the opportunity view in the Mobile has been updated to include a user drop down list and check box to include completed opportunities. Opportunity is available only if you have CRM enabled in your ERP system. In the previous version, the opportunity list only had “My Opportunities” […]

From version 22.2.4, There is the added ability for custom field(s) located on Appointment and Time Entries to be displayed within Professional calendar views. This is very useful if you have additional information you need to store against appointments and/or time entries. Setup the custom field to be available in […]

These are the diagrams of the 23.1 TimeTrak databases tables and how they relate to each other.

Within the TimeTrak APP there is now the ability to select the stock location stock is being taken from when adding multiple stock items or consuming multiple quote lines in the APP.

Refer to this article for all functionality relating to Checklists in TimeTrak 23.1

Watch this video on what’s new in TimeTrak 23.1

Welcome to the first release of 2023, TimeTrak 23.1
Please browse through this document to find out more.

This whitepaper covers leave approval functionality added to TimeTrak from release 23.1

CRM functionality was added to TimeTrak Mobile from version 4.0

From version 22.2.4, the Task Order Number field (Order No) is now available for selection within the task grid via column chooser and can be dragged into the Task Grid

Mobile workstation “Pin login” was added to TimeTrak Mobile from version 19.1 as p

Within the TimeTrak APP the ability to copy text from “Details” against Clients, Jobs, Tasks and Serviceable Units has been added.

Related appointments in TimeTrak Mobile display related appointments for the same day which is useful for group scheduling environments allowing staff to see other staff and equipment they are scheduled with.

Total hours recorded for the day (excluding appointments and lunch breaks) display within TimeTrak Mobile and the TimeTrak APP

Workgroups are designed to assist with scheduling and can display a selection of staff and resources in set views as well as items within a queue or specified jobs.

In TimeTrak Professional from version 22.2.3 the filtering of clients has been improved to allow the ability to filter by multiple Branch’s, Primary Groups and Salesperson columns.

Starting from version 21.3 we have introduced the Serviceable Unit functionality from TimeTrak Professional into the TimeTrak Mobile App

This tip of the week will take you through the default behavior when adding a time entry/ appointment via the TimeTrak APP.

From version 21.3 options have been simplified when double clicking an item within the TimeTrak APP.

In TimeTrak each user is assigned to a roster which defines their minimum time units, expected working hours as well budgeted productivity for each day

The ability to see and search via the standard serviceable unit field “WebSite Ref” was added to TimeTrak from version 19.3 as per below:

Mobile workstation PIN login was introduced in TimeTrak version 19.1 as per below: Mobile Workstation (PIN Based Login) From version 22.1.8, the ability to remove a user tile from a device by selecting the ‘X’ in the top right-hand corner as per below has been added: This addition is for […]

Starting from version 21.3 of TimeTrak Mobile, a new feature has been added to the Purchase Order view on the TimeTrak Mobile Application.

The user can proceed by clicking ‘continue’ and it will log out the account on the previous device/ browser.

In TimeTrak Professional it is common practice to copy time entries when working on the same job or task the next day or later in the day.

Workgroups are designed to assist with scheduling and can display a selection of staff and resources in set views as well as items within a queue or specified jobs. The ability to Add and Edit and Delete Workgroups is defined by the below profile setting: With the above setting enabled […]

imeTrak Professional has had “Copy Day” functionality for some time where users can right click in the calendar as per below and select “Copy Day”

The ability to repeat appointments within TimeTrak Professional was added in version 4.0 as per below: Repeat Appointments and Recurring Appointments From version 22.2.1, In TimeTrak Professional there is now the added ability to repeat a time entry for a maximum of two weeks. This can be done when creating […]

The ability to add multiple attachments was added to TimeTrak mobile in version 22.1 as per below:Add Multiple Attachments in TimeTrak Mobile In TimeTrak from version 22.2.1 there is now the added ability to attach multiple photos or files via attachments against Clients, Jobs, Tasks, Serviceable Units, Purchase Orders, Time […]

Starting from version 22.1.1 of TimeTrak Professional, a new feature has been added to the Form Layout section. This feature allows you to make the selection of a task mandatory when creating new Purchase Orders. This helps ensure that every Purchase Order is assigned to a task, enabling you to […]

This article covers some added features to our Knowledge Base from version 22.1.1. Esc to Close Out of Opened Knowledge Base Articles Sometimes when searching for a Knowledge Base Article, you might select and open one to find it isn’t what you wanted.  Rather than having to select the Close […]

Job quote lines have used and remaining columns which are updated in both Professional and TimeTrak mobile based on the disbursements added to TimeTrak. For more information on this, please see here for consuming quote lines in TimeTrak Mobile. From release 22.1.6 this feature has been enhanced so that labour […]

TimeTrak Versions 23.1 onwards require: Hardware Requirements: Server: Processor: 1.4 GHz 64-bit processor or higher  RAM: 8 GB or more  Hard Disk: 40 GB or more of available hard-disk space  Network: Gigabit Ethernet adapter (10/100/1000baseT Ethernet)  Client: Processor: 1.4 GHz 64-bit processor or higher  RAM: 2 GB or more  Hard […]

TimeTrak are moving to a new Subscription-Based-Model. Read all about it in this newsletter.

From TimeTrak version 21.3.10, we have updated the options available when double tapping on a Time Entry

Refer to this article for database schemas that are compatible with TimeTrak 22.2. This article includes the diagrams of the TimeTrak databases tables and how they relate to each other, they also include code which references other tables or data with a number.

Refer to this article for database schemas that are compatible with TimeTrak 22.1. This article includes the diagrams of the TimeTrak databases tables and how they relate to each other, they also include code which references other tables or data with a number.

Read about the clock on functionality that exists in TimeTrak Mobile and has now been introduced to the app

TimeTrak Newsletter for August 2022 includes the announcement of TimeTrak 22.1.

This newsletter also includes some helpful tips on end of month processes.

In TimeTrak Mobile from 21.3, the ability to add time for other users and equipment was added to the calendar, allowing users to quickly copy their time entry for other staff and equipment in the field.

This functionality has been added to the TimeTrak APP from Version 21.3.10, providing APP users with the ability to add time for other users and equipment.

Images or uploaded documents within a checklist (IE: photos taken) are related attachments to the completed checklist, which can be seen on both TimeTrak Professional and Mobile websites.

This functionality has been added within the TimeTrak APP from version 22.1.4

Within the TimeTrak app from version 22.1.6 there is now the ability to set the geolocation of a serviceable unit.

From TimeTrak version 21.1.2, this same ability to consume from quote lines is available in the app. Refer to this article to find out more.

TimeTrak Newsletter – November 2002
Find out who our new team members are, and what’s new

Watch this video to find out what is new in TimeTrak version 22.2

Welcome to the second and last release of 2022, TimeTrak 22.2. Please browse through this article to find out more.

In TimeTrak Professional version 22.1.3, we have added the ability to show related attachments and email multiple attachments.

Summary of TimeTrak versions and their release date

This Queues Whitepaper covers TimeTrak Versions 4.0 up to 21.3. This Whitepaper is an excellent reference to learn all about TimeTrak Queues.

Did you know there is the ability to adjust a user’s Login Id in TimeTrak? Refer to this article to find out the steps to follow.

Did you know there is the ability to adjust what is displayed on the home screen in TimeTrak Mobile? Refer to this article to read all about this.

From version 22.1.4, the ability to add a job via a Serviceable Unit has been added to the TimeTrak APP to be in line with this functionality in TimeTrak Professional.

From version 22.1.4, the ability to add a job via a Serviceable Unit has been enhanced even further, read about it in this article

From TimeTrak version 21.3.13, a new setting, “Show Task Description” has been added against portal groups (enabled by default)

Read all about Client ‘Pop-up Alerts’ in this Tip of the Week

In TimeTrak Professional, from version 20.1. there is the ability to Assign/Un-assign an existing Job to a Master Job in the Sub Jobs Tab of the Master Job.

To further enhance our Project Feature (introduced from TimeTrak 20.1), the ability to Filter, Toggle the Resource Timeline and Print to PDF options has been added in TimeTrak 21.2.2.

To further enhance this feature, from version 22.1.2, there is now the added ability to change labour codes as well as billable statuses on the Approval By Job Report and the Approval by User Report

Two new settings were added to the TimeTrak Admin Console Profile in version 21.3.6 so that App users see their next scheduled appointment without the requirement to see the Start and End Times.

This Tip of the Week covers how to view the Checklist Attachments against a Job. This can include uploaded documents and images or photos taken during the Checklist process.

Refer to this Whitepaper to learn all about Email Templates (from TimeTrak version 22.1). This includes setting up Custom Email Templates

This Tip of the Week will take you through how to find your current TimeTrak Version

Standard Narrations are used to provide the ability to pull through data or recurring narrations

Standard narrations against job quote lines can be selected in TimeTrak Mobile and the TimeTrak APP, from version 21.3.9 the ability to load standard narrations against job quote lines has been added to TimeTrak Professional

From version 21.3.9, when global TimeSheet Manager users login to TimeTrak Professional, they will have the ability to access and manage Rosters

Ask your self and your team this question;
Are we getting the most from TimeTrak?
In times like this all astute businesses are looking for efficiency and productivity gains, refer to this blog article for the 4 major reasons why it is in your business’s best interest to regularly upgrade your TimeTrak software.

Refer to this Tip of the Week to find out what is involved in a TimeTrak upgrade.

A development request is a request to make a change in software, this can be due to the software not behaving as expected, a minor improvement to workflow or a large feature request to design completely new functionality.

Watch the video to find out what is new in TimeTrak 22.1

Welcome to the first release of 2022, TimeTrak 22.1. Please browse through this document to find out more.

In the latest release of the APP, from API Version is 21.3.10, if a user is assigned to a profile with multiple queues enabled, if one of these queues has their user assigned to the queue the personalized queue will be displayed expanded at the bottom of their APP home screen. Read all about this here.

In TimeTrak from version 22.1, there have been some enhancements to “Restrict Labour” to account for some organisations where there is a requirement for labour recorded against a job to be restricted to the stockcodes which have been quoted. Read all about this here.

Additional security was added in version 22.1, preventing end users from accessing the test environment setup wizard, as this should always be configured by a TimeTrak consultant to ensure the databases are pointing to the correct test websites. Read all about it here.

In TimeTrak version 22.1, Contract rate has been replaced with Pricing Rules which provides the same abilities with additional functionality at a stock code level. Read all about Price Rules in this Whitepaper.

Refer to this article for database schemas that are compatible with TimeTrak 21.3. This article includes the diagrams of the TimeTrak databases tables and how they relate to each other, they also include code which references other tables or data with a number.

Refer to this article for database schemas that are compatible with TimeTrak 21.2. This article includes the diagrams of the TimeTrak databases tables and how they relate to each other, they also include code which references other tables or data with a number.

In the APP, from API Version is 21.3.10 onwards, there is a new Attachments options against Appointments and Time Entries

TimeTrak has been enhanced with a new feature where from version 21.3.10 onwards, there is now the ability to assign the Job Manager and/or Task User from a Queue item.

Because some users may not have automatic updates or update apps on their device regularly, the TimeTrak app will now display a green bar on login which advises ‘Update Now. There are new updated available’.

To help our support team assist you as quickly as possible, often one of the first things we need to know is the TimeTrak version and APP version you are running. Refer to this Tip to find out how to locate this information.

From TimeTrak version 21.3.6, Customer Approval of Time Entries and Disbursements can now be actioned via the App.

TimeTrak has been enhanced with a new feature where from version 21.3.7 there is now the ability to display Pack Quantity on Purchase Order Lines.

Refer to this article for database schemas that are compatible with TimeTrak 21.1. This article includes the diagrams of the TimeTrak databases tables and how they relate to each other, they also include code which references other tables or data with a number.

Refer to this article for database schemas that are compatible with TimeTrak 20.1. This article includes the diagrams of the TimeTrak databases tables and how they relate to each other, they also include code which references other tables or data with a number.

Refer to this article for database schemas that are compatible with TimeTrak 19.3. This article includes the diagrams of the TimeTrak databases tables and how they relate to each other, they also include code which references other tables or data with a number.

Refer to this article for database schemas that are compatible with TimeTrak 19.2. This article includes the diagrams of the TimeTrak databases tables and how they relate to each other, they also include code which references other tables or data with a number.

Refer to this article for database schemas that are compatible with TimeTrak 19.1. This article includes the diagrams of the TimeTrak databases tables and how they relate to each other, they also include code which references other tables or data with a number.

In JIBE, you can export your data from the data grid into Excel. Read more.

In TimeTrak Administrative Console, ‘holidays’ will automatically be updated for the upcoming years. However, sometimes there may be the requirement to add a new holiday or change the holiday date of an existing holiday. Users can easily add new holidays and adjust the existing dates in TimeTrak Administrative Console.

In version 21.3 improvements have been made to assist with removing users in TimeTrak. Find out more here.

In TimeTrak Professional from version 21.3.4, there is now the ability to copy select Time Entries or Appointments on the calendar to another day (via dragging).

In TimeTrak Professional from version 21.3.4, there is now the ability to split both an Appointment and a Time Entry where the cursor is placed.

In TimeTrak Professional from version 21.3.2, there is now the ability to include Client Alerts and Stop Credit Notifications on the footer of a Job. The set up for this is completed from the Customisations Tab from Profile in the TimeTrak Admin Console by selecting Job Footer (Professional) and adding […]

Watch the video on what’s new in TimeTrak 21.3.

Welcome to the third and final release of 2021, TimeTrak 21.3. Please browse through this document to find out more.

This Whitepaper covers the new Approval process, available from version 21.3.

From version 21.1.2, we have added a new profile setting “Only Post Verified Time Entries when Verification is Required’. Note this article applies from version 21.3 where changes have been made to rename ‘Verification’ to ‘Approved’

Helpful reference which covers the TImeTrak Mobile Time Entry and Appointment Input Options

TimeTrak introduced the ability to apply a setting so that users are required to select a template when creating a new job from Professional.  In 21.2.5 this has also been added to Mobile and the App.

In 21.2, when an Appointment is created that runs over two or more days in a Timeline Calendar with minimum scale of ‘1 Day’, the Appointments will be created as ‘repeat appointments’ which changes from the previous ‘continuous appointment’ behaviour.

You can view that Verification Status of Time Entries from the Posting Grid from the TimeTrak Admin Console

Two-factor authentication (2FA), also called Multi-factor authentication (MFA), is simply an extra layer of security for your online accounts, such as Facebook.

The ability to set colours against Roster Classes was introduced to TimeTrak Professional in version 21.2 as outlined in that versions Release Notes.  This has now been applied to both Mobile and App.

TimeTrak has been enhanced so that users can also view the job attachments against the Task which saves time for the user.

In the TimeTrak version 21.2.5, enhancements have been made to the client grid so that users are able to search by delivery address.

For TimeTrak clients that have Custom Fields set up, from 20.1.9 they now have the option of viewing these against the History Note for Client, Contact, Job and Serviceable Units.

In version 20.1.11 changes have been made to the default date range in the bulk posting screen within the TimeTrak Admin Console.

Helpful information on the Show All Setting in TimeSheet Manager

In TimeTrak from version 21.2.1, there is now the ability to easily update the task status off a checklist with an additional checklist item: “Update Task Status”

Enhancements to the Task Grid, so when a parent task is selected within the grid the sub tasks are also selected by default.

There is the ability to be able to complete a search for Serviceable Units which are ‘Inactive’ from the Serviceable Unit Grid

Do you use Sub Contractors to complete work on your behalf? Would you like to schedule Sub Contractors in TimeTrak like the rest of your staff? Read this week’s tip to find out more.

Helpful resource covering everything you need to know about Job Quote Lines in Professional and Mobile.

Access to Job Financial Summary against a Job and Time Verification in TimeTrak Professional

Read about new roster locations and how to setup breaks in 20.1 with this week’s tip.

Enhancement for how Non Billable Productive Time flows through to MYOB Exo Payroll. Read more.

From version 20.1.7, if Users are assigned to a Profile which has the ability to “delete”, (which allows them to be able to select ‘Include Inactive’), the items which are ‘Inactive’ will display in the new format; Grey and Italic.

Users who have breaks set up are prompted in TimeTrak Professional as per below, when saving a Time Entry that includes breaks. Read this week’s tip to find out more.

In TimeTrak Professional from version 20.1.7, you can now complete a search from the Task Grid against ‘Groups’ and/or ‘Users

This tip of the week will take you through problem solving tips after an upgrade has been completed in all browsers as well as Android and IOS devices as well as extra trouble shooting steps that you can take before contacting the friendly TimeTrak support team.

Did you know that you can quickly apply formula to Grid Columns in TimeTrak?

From version 20.1.12 onwards users have the ability to disable the “logout” option displaying on their mobile home screen. Read more.

Refer to the Tip of the Week to read about enhancements to Task Functionality including the ability to assign Tasks to Groups.

Instructions on how to set up Location Services for TimeTrak Mobile and App

In TimeTrak Professional from version 20.1.6 there is now the added ability to display ‘Job Custom Fields’ on the Posting Screen.

From version 20.1 ~ against a job template in TimeTrak professional users are able to create task(s)

From version 21.1.2, we have added a new profile setting “Only Post Verified Time Entries when Verification is Required”. Note this article applies to versions up to 21.2.

From TimeTrak version 19.3.27, new behavior has been applied where the same checklist will not pop for the same user/job within a 24 hour period. 

From version 20.1.13 an additional setting “Enable Travel Home on All Appointments” has been introduced. Read more.

Enhancements to TimeTrak from version 20.1 onwards which provides the ability to update the value to be billed against the Job via Posting from Professional.

In TimeTrak Professional from version 20.1.7, there is now the ability to easily identify Inactive serviceable units within the serviceable unit grids.

Instructions on how to clear Google Chrome cache and cookies on Android Mobile Device

From TimeTrak version 20.1.7 we have applied a new format to the Mobile Login screen which replicates the ‘look’ of our Professional Website’s Login screen

In previous version of TimeTrak there is the functionality to be able to force the user to add an order number to a job and task for selected clients.  In TimeTrak 19.3.20, this same functionality was added to Quick Tasks. Following the release of TimeTrak 20.1 which included Project Features, […]

Ability to limit deletion of time entries/ appointments to exclude related

Watch this video on what’s new in TimeTrak 21.2

Welcome to the second release of 2021, TimeTrak 21.2. Please browse through this articles to find out more.

See below video on Disbursement functionality within the TimeTrak App.

Refer to this article for all functionality relating to Checklists in TimeTrak 21.2 to 22.2

With the release of 20.1 there were changes to default ‘fill day’ behaviour’, with early legacy behaviour around lunch breaks being removed.

See below video on Purchase Order functionality within the TimeTrak App.

TimeTrak uses Windows inbuilt MSDTC function to update both the MYOB Exo and TimeTrak databases at the same time to ensure your data is in real time. Below is the settings on your PC that are required in order for TimeTrak’s Outlook add-in and Timetrak Professional Disbursements and Posting to […]

See below video on how to setup a connection within the TimeTrak App, as well as the minimum requirements for the TimeTrak App.

Watch this video on what’s new in TimeTrak 21.1

With the release of TimeTrak version 21.1 onwards, there are new minimum requirements. Please refer to this article.

Welcome to the first release of 2021, TimeTrak 21.1. Please browse through this document to find out more.

Quickly display a Workgroup User’s calendar in Professional TimeTrak Professional has been enhanced so that you can quickly pop out the calendar of one of your Workgroup Users. This can be done directly from the Workgroup Calendar. This will assist schedulers in being able to see the full day or […]

New ‘look’ for Mobile Login Screen From TimeTrak version 20.1.7, we have applied a new format to the Mobile Login screen. This replicates the ‘look’ of our Professional Website’s Login screen; The TimeTrak Mobile logo displays to clearly show that this is the application that you are logging into. For […]

Refer to this article for all functionality relating to Checklists in TimeTrak 21.1

After a TimeTrak upgrade, it is recommended that all users clear their browser cache and cookies in order to prevent issues that may arise due to the browser caching past version information.

Watch this video on what’s new in TimeTrak 20.1

Refer to this article for all functionality relating to Checklists in TimeTrak 20.1

Read this article to find out about our new project management feature now available in TimeTrak 20.1.

Knowledge Base Draft Count now displayed in TimeTrak Professional In TimeTrak Professional from verison 20.1.5 a count will be displayed by drafts in a Knowledgebase as per below; This has been added to prompt the logged in user that they have draft(s) that are yet to be completed which may […]

Following a recent update, Google Chrome is now prompting users to update passwords that they do not deem as secure. When you access Chrome, you may receive this notification with the following message displaying: In this example, Chrome is advising that there are 3 compromised passwords. To check which ones […]

In TimeTrak from version 20.1.5, holidays that are entered in the Admin Console as per below; Will display in all calendar views within TimeTrak Professional apart from the Timeline and Agenda views. For example, “My Calendar” as per below: As well as Work Group Calendar Views you may have; This […]

Search Inactive Contacts in both TimeTrak Professional and TimeTrak Mobile In previous versions of TimeTrak, only active contacts could be searched and viewed. Now from version 20.1.5, if users are assigned to a profile which has the ability to “delete contacts” as per below: There is the ability to “Include […]

This Tip of the Week covers the process for removing a user from TimeTrak. For data integrity, we don’t delete users. Past employees are made inactive.

Welcome to the first and only release of 2020, TimeTrak 20.1. In this version, we have an exciting new look and feel to TimeTrak Professional as well as many new user-friendly features. Please browse through this article to find out more about these changes.

This whitepaper will take you through managing Client Portal users and setting up a new Portal user.

Read this week’s tip on changes to MYOB Exo Payroll Export to account for WAGE_TYPE

In versions of TimeTrak prior to 19.2, the only Serviceable Unit date that was available on the main form was the created date. All other dates that needed to be reviewed needed to be added as “custom fields” and were only visible via an extra tab in Professional. In TimeTrak […]

In TimeTrak Professional, from version 19.3, as long as a user has the ability to edit a time entry they can then reassign this to another job instead of needing to delete the time entry and create a new one against the correct job as they did previously.

In TimeTrak Professional, from version 19.3, as long as a user has the ability to edit a time entry they can then reassign this to another job instead of needing to delete the time entry and create a new one against the correct job as they did previously.

With the release of TimeTrak 20.1 there are new minimum requirements. Read on.

Often users may accidently assign time to an incorrect job. In previous versions of TimeTrak Professional, the user was only able to reassign a time enrty to another job if they had the ability to “Edit” the job. In TimeTrak Professional, from version 19.3, as long as a user has […]

Appointment tab added to Alerts screen by default in order to manage tasks more effectively In TimeTrak, from version 19.3, if users have the profile setting “Enable Unbilled Appointment Alarms” enabled the Appointment Tab will be displayed with all overdue appointments irrespective of the delay setting for Alerts. If there […]

Enhancement to Task loading of Time Entry and Appointment forms in Professional In TimeTrak 19.3, we have enhanced the way tasks load on time entry and appointment forms in order to provide better visibility of tasks. In previous versions, the ability to “include completed” tasks was available by default and […]

In TimeTrak 19.3, Job Notes have been added to the options available in the customisations section of a user’s profile. In this example, Job Notes contain information about the job site so it is beneficial for the scheduler to see this information against time entries and appointment tool tips. To […]

In TimeTrak 19.3, Job Notes have been added to the options available in the customisations section of a user’s profile. In this example, Job Notes contain information about the job site so it is beneficial for the scheduler to see this information against time entries and appointment tool tips. To […]

Allow Appointments without a Task – Quick Tasks for Time Conversion In TimeTrak version 19.1, new functionality was added which allowed for the creation of an Appointment even though ‘All Time Must Come from Tasks’ was selected under Profile Setting. To read more about this, refer here. With the following settings […]

TimeTrak Professional has verification reports that can be run by user or job that display all time and disbursements entered to allow a manager to verify and amend, if required, prior to posting to Exo. Please refer TimeSheet Verification by Job or User for more details. Versions of TimeTrak prior to 19.3 […]

Restrict Cost Type or Cost Group selection on Time Entries via labour quote lines on the job. In many businesses cost types and cost groups are used to group data for reporting purposes. Businesses that group and report upon their data this way often ensure that cost type and/or cost […]

TimeTrak Version 19.3 Time Balancing within TimeTrak is used when businesses require users to record their whole workday within TimeTrak. Time balancing is enabled at a profile level. If enabled, alerts can pop in both Mobile and Professional websites based on daily or pay period intervals to prompt users if […]

Toggle option added to Mobile Jobs to show/hide Job Details Information Did you know that TimeTrak Mobile now provides the ability to utilise a Toggle to view/hide job details information? The majority of Mobile users rarely look at the job details information in its entirety. Due to this, from version […]

Refer to this article for all functionality relating to Checklists in TimeTrak 19.3

3CX is an open standards communications solution that offers complete Unified Communications, out of the box. TimeTrak version 19.3 now has an ability to integrate 3CX to capture inbound call information. Below features are available as part of this integration. 3CX and TimeTrak Integration Features Display contact name and linked […]

In this version, we have some exciting new features and settings along with many new user-friendly features. Please browse through this article to find out more.

Previously in TimeTrak, unpaid breaks such as lunch breaks were left as unscheduled time or setup as breaks which are unable to be adjusted on a day-to-day basis. In TimeTrak from version 19.3, there is the ability for unpaid breaks such as lunch breaks to be recorded without this data […]

Did you know that TimeTrak version 19.3 has new Status Icons?

Did you know that TimeTrak Jobs and Tasks have response level setting which can be set against each Job, Sub Job, Task and Sub Task? This feature is beneficial for jobs or tasks with various response levels based on priority, type or category. Response levels provide an ability to set […]

Did you know that TimeTrak Job & Task grids can sort by multiple columns? Click on the up or down arrow icon on the Job or Task grid to filter the first column so information will order by that column. As an example in below screen, Job No is sorted […]

Did you know that TimeTrak now provides the deactivated date of a deleted user and that user can be re-activated with a simple tick box? Date deactivated is linked with TimeTrak productivity calculations. Please refer our whitepaper – Productivity Calculations (Click Here) for more details. As an example: John was […]

TimeTrak 19.3 introduces an ability to accept or decline appointments in TimeTrak Professional and Mobile. This feature is useful for the appointment scheduler to get confirmation from TimeTrak Mobile users for the jobs or tasks that are assigned to them. The new profile setting added to the TimeTrak Admin Console […]

Task Management Improvements We often find that users create Tasks as a reminder of work, which needs to be completed at a later date. These Tasks are often not updated regularly, which can make reporting on workloads and user capacity extremely hard for organisation management teams. TimeTrak 19.3 introduces new […]

TimeTrak 19.3 introduces the ability to create uncommitted appointments. Uncommited appointments are not visible within TimeTrak Mobile and were designed for customers who wish to schedule and only publish the schedule to Mobile users once appointments have been confirmed with customers, for example. This feature will further enhance flexibility to […]

Refer to this article for all functionality relating to Checklists in TimeTrak 19.2

Did you know that a checklist within TimeTrak Mobile checklist can now update the job’s status? TimeTrak version 19.2 introduces a new Checklist Item Type – Update Job Status which allows Mobile users to change a job status via a checklist. This item type can be used in TimeTrak Checklists […]

Did you know that in TimeTrak 19.2 mobile users can add multiple disbursements from quote lines to a job? This ability is displayed in Mobile if the users’ profile has Show Job Quote Lines and Consume Quote Line Quantities enabled as per the below screen.   Navigate through a job to disbursement form in […]

Did you know TimeTrak has a Productivity Report that will show your staff productivity within the selected date range? This report is designed to provide statistical information about staff productivity based on productive hours set in Rosters and Billable Status against the user. As an example, TimeTrak user; Bridget is […]

Did you know that TimeTrak has an ability to add multiple disbursements to a Checklist Item? In earlier versions of TimeTrak, there is the ability to add a single stock item to a checklist item: A working example of this is if you wanted to prompt users to assign a […]

Did you know in TimeTrak, users have an ability to have dual time zones based on primary database location and user location? In TimeTrak Admin Console, the timezone of the database location can be specified as per below. The user’s time zone is specified in the user profile in TimeTrak […]

1. Add Purchase Orders to Tasks Did you know in TimeTrak Professional and Mobile version 19.1 onwards, you have the ability to add purchase orders to Tasks and Sub Tasks? This option can be enabled for TimeTrak users in Admin Console, as per below. The Purchase Order form is visible […]

Did you know that TimeTrak has an ability to create multiple event-based checklists to pop-up on TimeTrak Mobile one after the other upon check out of a job? This feature is useful when your TimeTrak Mobile user is required to fill-out different checklists before checking out from a Job, Task […]

In TimeTrak, a job template can be created for each type of work that might be done to speed up the job creation process. For example, there could be a maintenance job template, a break/fix job template or a project template. Firstly, there is are a few extra fields in […]

The ability to seach queues in Professional is only avalaible from version 19.2.4. Read this week’s tip to find out more.

Billable Statuses in TimeTrak are the relationship between job statuses and how time and materials post through to the job in your ERP database. Billable Statuses work with both one to one and one to many relastionships back to your ERP database job statuses. One to one relationship example: If […]

Did you know that TimeTrak has an ability to restrict Task creation for a job? This option is useful if you have large projects which have multiple tasks, but you need to restrict adding future tasks as per what was initially quoted to the client. In order to do this, […]

Did you know that TimeTrak has an ability to restrict Task creation for a job? This option is useful if you have large projects which have multiple tasks, but you need to restrict adding future tasks as per what was initially quoted to the client. In order to do this, […]

Standard Narration can be added to Appointment, Time Entry, Task, Quote Line, Disbursement and Purchase Orders. In TimeTrak Mobile version 19.1.13 onwards, you have an ability to add a standard narration to opportunities. Add standArd a narration to TimeTrak via the TimeTrak Administartor console. Standard text message and database fields […]

Did you know in TimeTrak version 19.1.17 onwards, there is now the ability to display the “actual billable time” on the home screen in the TimeTrak Client Portal? This information assists TimeTrak Portal users to track the progress of their jobs/projects. To make this information visible in the TimeTrak Client […]

In this version, we have some exciting new features and settings along with the ability to enable tighter security protocols for your TimeTrak database.

Did you know TimeTrak has a feature to bulk convert appointments to time entries? This feature is available on the User Summary form. To convert appointment(s) to time entries simply select an appropriate appointment and select convert as per below steps. TimeTrak will prompt you a pop-up message indicating several […]

TimeTrak 19.2 introduces the ability to allow or restrict users from adding subtasks. This feature is useful for Jobs and Tasks that have strict budget controls. This setting is available in Timetrak Admin Console. Once Add Sub Task option is enabled or disabled, Add Task Icon visibility on Task Form is […]

TimeTrak 19.2 introduces new Date and Time Labels on Appointment and Time Entry Screens. This will assist TimeTrak Professional user to see Date & Time details without navigating through other form settings.

What is Scheduled Posting? In version 19.1 TimeTrak introduced Scheduled Events, and the ability to email TimeTrak reports on a scheduled basis. Click here for more information on Scheduled events and setting up a Scheduled Report Schedule. In version 19.2 this feature has been enhanced adding the ability to schedule posting of […]

What are Checklist Item Templates? In TimeTrak, from version 19.2 onwards there is a new checklist item “Checklist Item Template”. A Checklist item template is a data template, which can be created to display certain data to a user within a checklist. A working example of where a Checklist Item […]

In TimeTrak 19.2, TimeLine View has an ability to display Specific information related to Client, Job, Contact, Task or Appointment. This information can be pulled through to Appointment using Profile customisations as per the below screen. Simply add necessary fields to Appointment Calendar Item (Timeline) in Profile – Customisation. This […]

Create both Staff Member and Job Cost Resource Records from the TimeTrak Administrator Console In earlier versions of TimeTrak, both the Staff Member and Job Cost Resource needed to be created before setting up a new user in TimeTrak. In Version 4.0, there was the added ability to create the […]

How to set up Invoicing from TimeTrak Professional From TimeTrak version 19.2, there is the added ability for users in TimeTrak Professional to not only post a job’s transaction to job costing but post, invoice and email the job’s invoice. Please note: TimeTrak does not currently allow the invoicing of […]

The use of two-factor authentication is being more and more common in the bid to make data more secure from potential hacks. As a reflection of this TimeTrak from version 19.2 onwards supports the use of two-factor authentication. How to setup two-factor authentication In TimeTrak from 19.2 onwards, there is […]

In versions of TimeTrak prior to 19.2, the only servicebale unit date that was available on the main form was the created date. All other dates that needed to be reviewed needed to be added as “custom fields” and were only visiable via an extra tab in Professional. In TimeTrak […]

In older TimeTrak versions, the ability to enter a negative quantity for disbursements is not permitted. This option is now available in TimeTrak Mobile and TimeTrak Professional version 19.1.12 onwards. In a typical operational environment, there may be stock quantity variations between quoted quantity and actual usage. TimeTrak Mobile Users […]

How to track and manage the stock location and flow Maintaining and managing stock items can be a nightmare depending on how big and widespread your business is. Sometimes the process itself can be very confusing to keep track of where stock comes and goes. This whitepaper will assist with […]

Workgroups in TimeTrak Professional can be added and managed via the “Manage Workgroups” icon as per below: If the user’s profile has the below setting enabled: Then, by default, the “Manage Workgroups” screen will load with the “My visible workgroups view” as per below: To adjust the order of the […]

Did you know there is now the ability to add images to checklist items in TimeTrak from version 19.1.14 onwards? The ability to view images within a checklist provides visual information to the TimeTrak Mobile user via an image or diagram when completing a checklist. A working example of this […]

Did you know in TimeTrak Professional version 19.1.13 onwards, you have an ability to drop down the workgroup list? When the below profile setting is enabled, users have the ability to see all workgroups for all users in their groups. This can lead to an extensive number of workgroups for […]

Did you know TimeTrak has a new setting to add Google API and control visibility of Google Maps through profile settings? In TimeTrak, we use Google Maps, Routes and Places APIs to determine staff location and distance calculations. In TimeTrak version 19.1.13 onwards a Google Maps API key is required […]

Welcome to the released version of TimeTrak 19.1. We have changed our versioning to be in line with the year of the release to be more familiar for clients. In this version, we have some exciting new features and settings, also a new, fresher look of TimeTrak. Improved Timeline and […]

In TimeTrak 4.0, Queues were added as a feature. A queue can be set so that queue data (jobs/tasks or clients and serviceable units (if they have a default job)) can be populated automatically by a SQL statement or these queues can be managed manually by users adding and removing […]

How to set up measureable claiming in TimeTrak In previous TimeTrak versions, there is the ability to create and manage quote lines in Mobile. Based on requests from some users, we heard that they also use quote lines as measurable units for the job they are doing. For example, 5 […]

Previously in TimeTrak 4.0, when viewing a report, this was required to be generated manually. It is common that users are running reports on a recurring basis some examples of these are: Payroll Reports Productivity Reports Stock level reports Client Task Summary Reports (for large clients) Job Billing Summaries (for […]

Please note it is only possible to setup Azure storage in TimeTrak from version 4.1 onwards. Login to your azure account at http://portal.azure.com 1. Select the Storage Accounts tab.2. Click the Add button to add a new storage account (if you already have a storage account setup skip to step 4).3. Fill out the form, […]

In previous versions of TimeTrak, if users had the profile setting “All Time Entries must come from a task” enabled they were only able to create time entries and appointments against tasks. This is great for businesses who want all time assigned to tasks. However, with the new queue timeline […]

In TimeTrak, by default breaks are automatically created at 12pm when using the “fill day” option if breaks have not been setup against a user via the Manage breaks section in TimeTrak Professional as per below: In this example, Bridget does not have any breaks setup in TimeTrak and she […]

If you group schedule in TimeTrak version 19.1 these appointments are called “linked” appointments. For more information on linked appointments click here. In the below example, this team of users David, Malcolm, Owen and Tim have been scheduled to work on a job together for the week. However, if Owen […]

In previous versions of TimeTrak, Mobile users were only able to see serviceable units assigned to an appointment as a list against the appointment as per below. Mobile users were also unable to access the appointment description again after they had checked into the appointment. This meant field staff had […]

In TimeTrak, from version 19.1 there is the ability for appointments to be assigned to a scheduling only calendar. The purpose of a Scheduling Only calendar is to provide the ability to schedule appointments that need to be completed but it is unknown which Mobile user will be assigned to […]

In TimeTrak version 19.1, we have enhanced timeline scheduling substantially. For more information on the changes in timeline scheduling click here To add to the timeline scheduling improvements from version 19.1.11 there is also an additional setting that can be enabled per timeline workgroup “Stack Calendar Items”. Without this setting […]

Did you know in TimeTrak there is the option to manage the line status of a disbursement when you post it to MYOB? Line statuses set in Exo: Ready to Invoice Work In Progress Invoiced Cancelled Written off TimeTrak has Billable Statuses which is the mapping of jobs statuses to […]

Previously in TimeTrak 4.0, when viewing a report, this was required to be generated manually. It is common that users are running reports on a recurring basis, some examples of these are: Payroll Reports Productivity Reports Stock level reports Client Task Summary Reports (for large clients) Job Billing Summaries (for […]

JIBE (Job Batch Invoice Engine) is an additional MYOB Exo add on application designed to allow users to manage their invoices faster. It is recommended for businesses that create a large number of jobbing invoices on a regular basis as this application allows users to generate invoices for multiple jobs […]

JIBE (Job batch invoice engine) is an add on application to MYOB Exo which can be used to bulk invoice and manage jobs in job costing. For more information on JIBE click here. This tip of the week will take you through the ability to quickly add and amend markup percentages […]

JIBE (Job Batch Invoice Engine) is an add on application to MYOB Exo which can be used to bulk invoice and manage jobs in job costing. For more information on JIBE click here. This tip of the week will take you through the ability to create and run price rules in […]

In JIBE, you can create invoices to two different debtors under the one job. This feature is very useful if you have the requirement to invoice parts of one job to different debtors. For example: A repair job where the insurance excess is to be billed to the customer but […]

Is part of your business processes to generate reccuring invoicing from a job? A good example of this is if you have a contract to provide a service to a client, and you will bill them a certain amount for this service each month regardless of your costs that month. […]

In many business processes, there is a need to complete documentation, whether this be Health and Safety documentation, or obtaining a client signature as proof the work has been completed and they are satisfied with that work. In TimeTrak, this documentation is called a “checklist”, these checklists can be event-based […]

In TimeTrak version 4.0.51, we have added the ability to display the billable statuses of time entries in the Client Portal. To enable this, in the TimeTrak Administrator Console, follow the below action points to select the portal group you would like to enable the billable status to be visible […]

Contact information in TimeTrak now easier to access in version 4 TimeTrak 4.0 is packed full of new features and enhancements. A handy new feature in TimeTrak 4.0 is the ability to email a job or task contact directly from the job or task screen. As per below, against the […]

A handy new feature in TimeTrak 4.0 is the ability to email a job or task contact directly from the job or task screen.

This link covers the basic use of purchase orders in TimeTrak Professional and Mobile in version 4.0. In Mobile, an attachment can be added against the purchase order. This function is useful to put photos of the packing slip or delivery proof of the purchase order. From the same window, there is […]

In TimeTrak, every user must be assigned at least one Labour Code, this provides the flexibility to charge out all staff at different rates, if this is applicable. However, there could be occasions where a project is required to have a flat rate for labour based on a contract or […]

Did you know in TimeTrak Professional, there are options to add slippage recurring appointments? The fundamental difference between a Fixed Recurrence and Slippage Recurrence appointment is, slippage recurrence enables linked appointments to be changed to future dates. Create Recurring Appointments On appointment creation, select Enable Recurrence and Slippage Recurrence option […]

In TimeTrak, from version 4.0.48, there is now the ability to view related checklist attachment files. Previously, these related attachment items were only able to be viewed via MYOB Exo if “Link Attachments to MYOB Exo Documents” was activated in Administration Console as shown below. Professional Under attachments, click on the “Edit Attachments” icon. […]

Did you know in TimeTrak Professional there is the option to send jobs for customer approval? To use this feature you must have both TaskTrak and the Client Portal configured. If you currently do not use these features of TimeTrak, please consult with TimeTrak Support. TimeTrak Admin Console Settings & […]

Do you already have TaskTrak enabled in your TimeTrak environment and have a need to apply a “response time” against tasks to ensure they are meet with in a specified time? There is the ability in TimeTrak to set tasks to expire when they reach the set response time, and […]

In TimeTrak 4.0, the majority of user settings are defined in the User’s profile. There are also settings for a User defined on the User’s roster, and against the User in the TimeTrak Admin Console. A Professional User can have individual Calendar Settings set, all of these settings and what […]

Do you require the ability to reset all user passwords in TimeTrak? There is the ability to reset all users’ passwords in bulk. This process does not prevent users from using the previous password. If it is required, that users update their TimeTrak password for security, then the Password Policy […]

In TimeTrak from version 4.0.47, there is now the option to send an email notification to the Task’s contact person by default, when creating and completing a task. Before enabling notification settings, TimeTrak’s Global Email Settings need to be configured as a primary requirement (this is usually done at the […]

Did you know that in TimeTrak Professional, there is the option to update more than one client, job or serviceable unit at one time? Under the User Profile setting, there is a link called “Map Bulk Updates”, which is a very useful setting, especially when you are adding multiple clients […]

At the end of the period, when we want to do invoicing from TimeTrak there are a series of steps that must be completed. This could be done on a weekly or monthly basis or a combination of both. REMEMBER: Time entered into TimeTrak does not automatically go to the […]

Creating and booking the Job – TimeTrak Professional The first step of the TimeTrak Basic Business process is to create a Job from within TimeTrak Professional, based on a Job Template already set up in MYOB Job Costing. Along the top link menu item click on the Jobs link This […]

Check your TimeTrak license count and user permissions. To check your available licenses in TimeTrak, a Global Administrator will need to login to the TimeTrak Administrator Console and select Help > About TimeTrak. From here, users can see their current “purchased” license count in the Available column. Current, used licenses (by active users) […]

Introduction to Checklists in TimeTrak To create a Checklist in TimeTrak, it is best to review your company’s established, paper-based checklist(s)/forms. Using these, you can add the fields that you would like to replicate to your TimeTrak Checklist. Anything that could be repeated in each Checklist or pulled from the […]

Previously in TimeTrak, when users created a new serviceable unit, this was a two-step process. First, create the unit, then once created users are then able to assign the Serviceable Unit against a client, job, contact or task. In TimeTrak from version 4.0.45, there is a new profile setting that […]

In TimeTrak versions 3.2 and 4.0, there are four different options for attachment storage. This white paper will take you through the different storage options and the pros and cons of each so you can make an informed decision when choosing the correct solution for your company. It is important […]

How to set up Custom Fields in TimeTrak Many organisations use extra fields in their databases to capture information specific to their business needs. TimeTrak completely supports this functionality and extends it into custom fields in the TimeTrak database as well as the MYOB Exo database. To set up Custom […]

Between TimeTrak version 3.2 and 4.0 the TimeTrak database was redesigned in preparation for our API. This means that a lot of TimeTrak database tables and columns have been renamed and in some cases removed. Due to this and the amount of new features, the upgrade from 3.2 to 4.0 […]

There are multiple ways that a user can change their TimeTrak password and some user permissions around functionality, this tip of the week will take you through these options.

One of the hardest things to do today is to consolidate an organisation’s knowledge and make it available in a way that assists all team members. TimeTrak Knowledge Base is available in TimeTrak Professional and TimeTrak Mobile, meaning that users can access information while out in the field. There are […]

Reference for new functions that were released in TimeTrak 4.0.

Release Notes for 3.2.51.1 from 2017

Find out what the latest features are for the 2015 3.2.0 release of TimeTrak are.

Do you have information about particular clients that needs to be noticeable in TimeTrak Professional in order for company processes and requirements to be met? Check out this week’s tip on TimeTrak Notes.

Did you know there are options to set a user’s time entry duration input and maximum slider duration on a ‘per profile’ basis?

Did you know in TimeTrak Professional, there is an option to automatically close SubTasks and appointments associated with a Parent Task?

Did you know in TimeTrak Professional there is the option to calculate the distance between your home location (office location) to the job site location when adding disbursements or travel fees?

Did you know in TimeTrak Professional, there is the option to change an unposted time entries client, job or task to another?

Is part of your business process that a manager should be verifying staff’s time and disbursements prior to this being posting to the job for invoicing? Check out this week’s tip of the week.

Did you know in TimeTrak 4.0, against a user’s profile there is the ability to customise data that displays in tool tips, queues and maps?

Workgroups in TimeTrak 4.0 have been completely re-designed to provide better work flow for both schedulers and mobile users. Read our whitepaper to find out more.

Did you know in TimeTrak Professional that there is the option to request a purchase order number from Job Managers to ensure all jobs have order numbers against them? Check out this week’s tip.

This Tip of the week will take you through some of the benefits of using serviceable unit’s in TimeTrak.

Did you know in TimeTrak Professional, there are options to add repeat appointments and recurring appointments?

In TimeTrak Mobile users can create a job quote as well as review and email the quote via a report that can be configured for your company. Find out more in this week’s tip.

As part of the end of financial year roll over process it is recommended that your Exo database is backed up BEFORE rolling into the new financial year. Read this week’s tip to find out how.

Setting up Roster Classes and Automatic Overtime Calculations in TimeTrak You can now setup Roster Classes and link them to Labour Codes for Staff, to identify what rates they will be charged out as or what pay rate they should be paid if integration to payroll is enabled. TimeTrak will […]

This tip of the week will take you through what abilities the calendar settings in Professional can provide you with.

Does your company use TaskTrak? Did you know in TimeTrak Professional 4.0 that TaskTrak users have the ability to create quick task from their time entry screen?

TimeTrak now has an additional setting against a profile which allows users assigned to this profile to edit the job status only, but no other settings on the Job. Find out more here.

Do you require flexibility for your staff around which time entries require assignment to a Task and which can be assigned directly to a job? TimeTrak has a few options to manage this. Find out more.

Refer to this article for database schemas that are compatible with TimeTrak 4.0. This article includes the diagrams of the TimeTrak databases tables and how they relate to each other, they also include code which references other tables or data with a number.

TimeTrak Report Writer is a fantastic tool for creating custom reports and forms to display in TimeTrak Professional and TimeTrak Mobile. Find out how to use our report writer.

Read this week’s tip to find out how to enter multiple days of timesheets for a user in one screen.

Does your company assign Serviceable units to appointments with in TimeTrak? There is now the ability to preload serviceable units on an appointment in TimeTrak 4.

In the latest version of both TimeTrak 3.2 and 4.0 there has been some enhancements to improve user’s ability to reconcile time. Find out what these enhancements are here.

Did you know in TimeTrak Professional there is the option to drag and drop attachments into the attachments tab of a Job, Client or Task? Read this week’s tip to find out more.

TimeSheet Manager is an application designed to allow admin staff to key manual timesheets across many users quickly. Find out more here.

Did you know that when your client uses the Client Portal, their time zone is reflected in the task date and time? Your business may choose to allow Client Portal users to create new tasks for a job. There may be cases where the Client Portal user is not on […]

There are a few settings that are required to enable TimeTrak to track geolocations and allow the Map functions to run in both the Professional and Mobile websites.

In TimeTrak 4, there is now a right-click functionality which allows users to quickly update details against a job or task if their TimeTrak profile permissions allow. Updating Job Details If permissions allow, users can right click and complete the following tasks: Add Job to Queue Add All to Queue […]

Read this week’s tip to find out about setting a default Task Narration.

In TimeTrak 4, there is now added functionality included in the grids which includes the ability to group by columns. Read this week’s tip to find out more.

There is now the ability to create time entries or appointments over multiple work days against a single job, task or leave type. Find out more.

TimeTrak Mobile now integrates with MYOB Exo’s CRM module, allowing users to create Prospects and Opportunities. Against those Opportunities, the TimeTrak Mobile user can create Opportunity Quotes and email those Quotes to clients while out in the field.

As the staff come and go TimeTrak will need to be updated to reflect that. A user with the Global Administrator permissions will be able to log into the TimeTrak Admin Console and either delete a user or add a new user.

This Whitepaper will cover the Restriction Visibility settings under a user profile and what visibility they can provide users with if enabled.

This tip of the week will take you through the set up required to bill a minimum charge via duration or value.

The purpose of this whitepaper is to give users an overview and understanding of the follow on effect of adding a wage cost against the user set up in the Admin Console.

Read this week’s tip to find out how to show the job description when creating items.

If you use the TimeTrak Client Portal and accidently set up a user incorrectly this can be easily corrected following these steps.

Does your company use Bill of Materials? Bill of Materials are now available to be quoted in TimeTrak against a job and a CRM Opportunity.

TimeTrak Professional users can now view and create Purchase Orders against a Job in TimeTrak Professional. Read this week’s tip to find out more.

Read this week’s tip on roster classes and how you can use them in your business.

Checklists can now be saved as a draft to be completed at a later time in TimeTrak Mobile. Read this week’s tip to find out more.

If you are a TaskTrak user and require the ability to setup the same bulk tasks against a job regularly this is now possible in TimeTrak 4 with Task Import Templates!

After making changes to user permissions in the TimeTrak Admin Console a refresh of TimeTrak settings is required. Find out how to refresh your cache here.

In version 3.2.30, we now have the ability for TimeTrak Mobile users to not only post and invoice their time and parts but they can now also email the invoice directly to the client.

Internet Explorer is no longer supported for printing TimeTrak reports. Read this tip to find out more.

Need to re-assign an appointment quickly? In TimeTrak Professional, there is the ability to cut and paste appointments between calendars. Read more in this week’s tip.

Do they currently use the Outlook Add-in to create tasks for this work but need an easy way to identify if a task has already been created? Read this week’s tip to find out about our Outlook Add-in.

If you are running a later version of TimeTrak, you will notice that there are new Job, Client, Contacts and Serviceable Unit panels. Read this week’s tip to find out how to organise these panels.

Do you find that the TimeTrak Outlook add-in, TimeTrak Professional website or TimeTrak Admin Console give you errors that display MSDTC issues? Read this week’s tip to find out how to fix this.

Read this week’s tip to find out how Mobile users can view unpaid invoices.

In the TimeTrak Outlook Add-In from version 3.2.51.1, all future time entries and appointments will be synchronised to Outlook. Find out how to do this here.

Read this week’s tip to find out how to setup an Exosoft database connection.

Read this week’s article to find out how Exo’s stock auto narrative pulls through to TimeTrak.

In TimeTrak 3.2.48 you can now make changes to posted time entries via TimeSheet Manager to either split a time entry between different labour codes or change a whole posted time entry to a different labour code. Find out how here.

The purpose of this whitepaper is to give users and overview of two new features in TimeSheet Manager. These new features allow TimeSheet Manager users to change the labour COST of already posted time entries in order for timesheets to export to payroll correctly and the cost against the job to be correct.

Do you currently use the TimeTrak Outlook Add-in? Read this week’s tip to find out how to synchronise appointments and time entries.

We now have the ability to add TimeTrak Mobile to the home screen on Android and Apple devices in version 3.2.44 onwards. Read this week’s tip to find out more.

Would you like the ability for your Mobile users to ‘clock on’ and ‘Clock Off’ to capture their work day?

u often wish that TimeTrak Verification reports included disbursements as well as time entries? From version 3.2.40 this is now possible!

Does your company use TimeTrak Appointments? Do you require the ability to categorise your appointments? Read this week’s tip to find out more.

Should your Mobile users only be assigning stock against jobs/ tasks if the stock quantity is greater than zero in their default stock location? In TimeTrak from version 3.2.24 this is easy to manage!

In TimeTrak from version 3.2.38 there is now a setting allowing users with this profile setting enabled to assign disbursements against completed tasks. Read this tip to find out more.

Version 3.2.25, Professional users can see appointment activity details on a time entry if the appointment is converted to a time entry. Read this week’s tip to find out more.

Read this week’s tip to find out how to import tasks to TimeTrak via Job Costing Quote Lines.

Read this week’s tip to find out the settings on your PC that are required in order for the TimeTrak Outlook Add-In to run which can be lost in a Windows 10 upgrade.

In TimeTrak from version 3.2.35 there is now the added ability to show the master job attachments on a sub job. Read this week’s tip to find out more.

Do you use serviceable units just as much as jobs? Do you wish you could manage them easily within TimeTrak? Now you can.

Do your business processes use the use of ‘call out’ fees, minimum charges or other stock items charged every time an employee assigns time to a job? TimeTrak has the ability to pre-load stock items against a user’s time.

Does your service team spend more time in TimeTrak than Exo and prefer to use TimeTrak? From version 3.2.31 TimeTrak Professional now has the ability to create a debtor account.

A new type of user licensing called ‘Sub Contractor’ is now available, with a reduced cost in licencing fees and all the functionality required for a Sub Contractor.

What is Knowledge? It is a collection of data, acquired through experience or education and grouped into a meaningful content.

Do your staff work in teams? In TimeTrak Mobile version 3.2.30, Mobile users can now create work groups that allow them to sign off time for themselves but other users as well.

In TimeTrak version 3.2.30, Mobile users now have the ability to change a contact when creating a new job by selecting from a drop down list.

TimeTrak Mobile allows users to capture their travel time accurately and record this against the job. Read this week’s tip to find out more.

Are you a busy Service Coordinator that needs to create and assign numerous jobs to your staff quickly and efficiently? In TimeTrak Professional, jobs can be ‘pinned’ on creation and then assigned to users seamlessly to save you time. Read this week’s tip to find out more.

We aim to provide the best service we can to our customers. In order to do that, we require detailed information and feedback so we are able to triage and troubleshoot issues quickly.

Did you know that you can customise your TimeTrak Mobile website to have different colours for certain aspects of the site? Read this week’s tip to find out more.

Did you know in TaskTrak you can now search not only by the Task Id but by the Order Number entered against task?

In this version, we have made some great changes to Professional and the layout and included new modules. We have also extended some of the core functionality in TimeTrak Mobile.

To plan and prepare for a small, big or awe-inspiring project, you should put it into the best shape before you even begin. Proper preparation of any project guarantees that the unexpected won’t derail the project. The plan will also ensure that any interruptions can be dealt with quickly and efficiently. Of course, having the plan in place doesn’t always stop the worst from happening, and despite our best intentions: the project fails.

As a project manager, this is something to accept as a reality and to do what you can to minimise failure. So where can you start for success?

Are things running a bit slow? Try clearing your cache. We have a step-by-step guide here on how to clear your cache, no matter the browser or device.

TimeTrak has the ability to save images against a Job or into a Checklist. This functionality is very useful when you are needing site related photos or need to attach images to the Job for referencing off-site. Find out here what the impact of uploading different sized images to TimeTrak Mobile is.

This tip covers the shortcut keys in TimeSheet Manager which speeds up the data entry process.

Need to add a new user to EziView? This Tip of the week will take you through the step by step process.