Tip

TimeSheet Manager Behaviour on Show All Setting

Helpful information on the Show All Setting in TimeSheet Manager

September 22, 2021

Tip

Ability to See/Select Inactive Serviceable Units and Reactivate from Job on Assignment ~ Mobile

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

September 16, 2021

Tip

Contractors and Sub Contractors in TimeTrak

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.

September 13, 2021

Tip

Job Quoting in TimeTrak

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

September 9, 2021

Tip

Unreceipted Purchase Order(s) value added to verification by job ERP Data in TimeTrak Professional

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

September 9, 2021

Tip

Refresh Test Environment Disables All Scheduled Events

From version 20.1.11 the Refresh Test Environment has been further enhanced.

September 6, 2021

Tip

New Rosters Location And Breaks in 20.1

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

September 2, 2021

Tip

Ability to define Non Billable Productive Time as Overtime and have this flow through to MYOB Exo Payroll Export Files correctly

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

September 1, 2021

Tip

Inactive Items Display ‘Greyed Out and Italicised’

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.

August 30, 2021

Tip

Updated notification that Time Entry includes breaks

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.

August 26, 2021

Tip

New search field for users and groups on Task Grids in TimeTrak Professional

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

August 23, 2021

Tip

What to do after a TimeTrak Upgrade

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.

August 23, 2021

Tip

Formula available against Grid Columns in TimeTrak Professional

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

August 19, 2021

Tip

Add ability to hide the “Logout” widget on the home screen in Mobile

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

August 19, 2021

Tip

Task Import Templates in TimeTrak

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

August 17, 2021

Tip

Enable Location Services for TimeTrak Mobile & APP

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

August 16, 2021

Tip

Custom Fields can displayed in Professional Posting Screen

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

August 16, 2021

Tip

Tasks added to Job Templates

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

August 16, 2021

Tip

Only Post Verified Items from Professional

From version 21.1.2, we have added a new profile setting “Only Post Verified Time Entries when Verification is Required”

August 13, 2021

Tip

Changes to Checklist behavior – the same checklist will not pop for the same User/Job within a 24 hour period

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. 

August 12, 2021

Tip

Profile option to have the ability to travel home on all time entries not just the last appointment for the day

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

August 12, 2021

Tip

Agreed Price Value In TimeTrak Professional

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.

August 11, 2021

Tip

Ability to See Inactive Serviceable Units and Reactivate these on Assignment in TimeTrak 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.

August 9, 2021

Tip

How to Clear Google Chrome Cache and Cookies on Android Mobile Device

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

August 6, 2021

Tip

New ‘look’ for Mobile Login Screen

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

August 5, 2021

Tip

Eliminate the requirement to enter an Order Number for Clients Project Jobs/Tasks

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, […]

August 5, 2021

Tip

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

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

August 5, 2021

Tip

Video: What’s New in TimeTrak 21.2

Watch this video on what’s new in TimeTrak 21.2

July 28, 2021

Tip

TimeTrak 21.2 Release Notes – What’s New

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

July 12, 2021

Tip

Disbursements in the TimeTrak App

See below video on Disbursement functionality within the TimeTrak App.

July 12, 2021

Tip

Changes to fill day behaviour in 21.2

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

July 7, 2021

Tip

Purchase Orders in the TimeTrak App

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

July 2, 2021

Tip

PC MSDTC Settings

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 […]

June 16, 2021

Tip

How to setup a connection to the TimeTrak App

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

May 30, 2021

Tip

Video: What’s New in TimeTrak 21.1

Watch this video on what’s new in TimeTrak 21.1

May 28, 2021

Tip

TimeTrak Requirements – Version 21.1 Onwards

TimeTrak Versions 21.1 onwards require: Exo Version:  8710 and upNote: Preferred version of Exo is versions 2016 and above. Microsoft Outlook Version: Outlook 2010 and above. Windows Server:  Windows Server 2008 R2 SP1 and aboveThe latest service pack for the windows operating system must be installed. Note: Preferred version is Windows Server 2012 […]

May 18, 2021

Tip

TimeTrak 21.1 Release Notes – What’s New

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

May 18, 2021

Tip

Pop Workgroup Users Calendar

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 […]

May 18, 2021

Tip

Updated Mobile Login Screen

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 […]

May 18, 2021

Tip

Tip: How to clear your browser cache on a mobile phone

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.

April 29, 2021

Tip

Video: What’s New in TimeTrak 20.1

Watch this video on what’s new in TimeTrak 20.1

April 28, 2021

Tip

Project Features in TimeTrak 20.1

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

April 7, 2021

Tip

Knowledge Base Draft Count Now Displayed

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 […]

April 6, 2021

Tip

Google Chrome Password Updates

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 […]

April 6, 2021

Tip

Holidays now display in TimeTrak Professional Calendar

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 […]

April 6, 2021

Tip

Search Inactive Contacts

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 […]

April 6, 2021

Tip

Remove a user from TimeTrak

All active users take up a license within TimeTrak. This does not include the Administrator user as this is used for support. Before adding any additional or replacement staff to TimeTrak, you will need to make any past employees inactive. For data integrity, we don’t delete users. Past employees are […]

April 6, 2021

Tip

What’s New: TimeTrak 20.1

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.

April 5, 2021

Tip

Setting up and Managing TimeTrak Client Portal Logins

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

January 29, 2021

Tip

Tip: Changes to MYOB Exo Payroll Export to account for WAGE_TYPE

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

December 14, 2020

Tip

Tip: Service Unit Form Layout

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 […]

September 8, 2020

Tip

Enhancement to Task loading of Time Entry and Appointment forms in Professional

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.

August 9, 2020

Tip

19.3 Enhancements to Serviceable Units

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.

July 13, 2020

Tip

TimeTrak Requirements – Version 20.1 Onwards

With the release of TimeTrak 20.1 and versions onwards there is new minimum requirements. Read on.

June 19, 2020

Tip

Reassign time entry to another job in Professional

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 […]

June 1, 2020

Tip

Appointment Tab Added to Alerts Screen

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 […]

May 25, 2020

Tip

Enhancement to Task Loading of Time Entry & Appointment Forms

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 […]

May 18, 2020

Tip

Job Notes Visible from TimeTrak Calendar

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 […]

May 11, 2020

Tip

Job Notes Visible from TimeTrak Calendar

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 […]

May 11, 2020

Tip

Allow Appointments without a Task – Quick Tasks for Time Conversion

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 […]

April 20, 2020

Tip

Multi Person Verification

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 […]

April 20, 2020

Tip

Reduce Cost Type or Cost Group Selection

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 […]

April 15, 2020

Tip

Time Balancing by Pay Period

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 […]

March 26, 2020

Tip

Toggle option added to Mobile Jobs

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 […]

March 3, 2020

Tip

3CX Integration with TimeTrak Version 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 […]

December 18, 2019

Tip

What’s New: TimeTrak 19.3

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.

December 14, 2019

Tip

Unpaid (Lunch) Breaks in TimeTrak

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 […]

December 12, 2019

Tip

Tip: TimeTrak Status Icons

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

December 11, 2019

Tip

Job/Task Response Levels

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 […]

November 26, 2019

Tip

Multiple Sorting in the Job Search Grid and Task Search Tree List

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 […]

November 26, 2019

Tip

Tip: Date Deactivated

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 […]

November 5, 2019

Tip

Appointment Acceptance

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 […]

November 1, 2019

Tip

Task Management Improvements and Deferred Tasks

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 […]

October 23, 2019

Tip

Uncommitted Appointments

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 […]

October 15, 2019

Tip

User Guide: Checklists in TimeTrak

1. Introduction Checklists are tools that use to better organise your assignments and to verify the most important tasks. Furthermore, checklists are designed to reduce errors and ensure consistency and completeness. TimeTrak is facilitated with creating checklists and attach them to various stages of Job, Task, Appointment or Time Entries. […]

October 7, 2019

Tip

Update Job Status on Checklist

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 […]

October 4, 2019

Tip

Consume Multiple Quotes Lines in TimeTrak Mobile

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 […]

October 1, 2019

Tip

Productivity Calculations

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 […]

September 30, 2019

Tip

Tip: Multiple Disbursements on Checklist Items

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 […]

August 30, 2019

Tip

Tip: Dual Time Zones

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 […]

August 20, 2019

Tip

Tip: Task Level Enhancements in TimeTrak 19.1

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 […]

August 20, 2019

Tip

Tip: Multiple Checkout Checklists

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 […]

August 13, 2019

Tip

Tip: Job Template

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 […]

August 13, 2019

Tip

Search Queues in TimeTrak Professional

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

August 9, 2019

Tip

Tip: Billable Statuses in TimeTrak and their hierarchy

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 […]

August 8, 2019

Tip

Tip: Restrict Task Creation for a Job

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, […]

August 6, 2019

Tip

Tip: Restrict Task Creation for a Job

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, […]

August 6, 2019

Tip

Tip: Add Standard Narration to Opportunity

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 […]

July 30, 2019

Tip

Tip: Add Custom Scripts to Refresh of TimeTrak Test Environment

In TimeTrak 19.1 the ability to refresh a test environment via the TimeTrak admin console was added to allow end users to refresh their test environment independently. For more information on the refresh of a TimeTrak test environment click here. To add to this function there is also the ability to […]

July 30, 2019

Tip

Tip: Actual Billable Information in TimeTrak Portal

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 […]

July 30, 2019

Tip

What’s New: TimeTrak 19.2

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

July 26, 2019

Tip

Tip: Bulk Convert Appointments to Time Entries

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 […]

July 23, 2019

Tip

Tip: Sub Task Restrictions

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 […]

July 21, 2019

Tip

Tip: Appointment & Time Entry Date/Time Label

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.

July 19, 2019

Tip

Whitepaper: Scheduled Posting from TimeTrak to ERP

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 […]

July 19, 2019

Tip

Whitepaper: Checklist Item Templates

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 […]

July 18, 2019

Tip

Tip: Additional Information in TimeTrak Timeline View

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 […]

July 16, 2019

Tip

Whitepaper: TimeTrak User & Resource Management Improvements

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 […]

July 16, 2019

Tip

Whitepaper: Invoicing from TimeTrak Professional

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 […]

July 16, 2019

Tip

Whitepaper: Two-factor authentication

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 […]

July 15, 2019

Tip

Tip: Service Unit Form Layout

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 […]

July 10, 2019

Tip

Tip: Negative Quantity Disbursements

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 […]

June 16, 2019

Tip

Whitepaper: Refresh of TimeTrak Test Environment

Due to TimeTrak’s heavy integration with the ERP system, it is important that both the TimeTrak and the ERP database are kept in sync. This is especially important for test environments to ensure they can be used without error. Prior to TimeTrak version 19.1, the process to refresh a TimeTrak […]

June 12, 2019

Tip

Stock in TimeTrak

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 […]

June 7, 2019

Tip

Tip: Arrange Workgroup Calendar

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 […]

May 3, 2019

Tip

Tip: Images within Mobile Checklists

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 […]

April 30, 2019

Tip

Tip: Workgroup Dropdown List

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 […]

April 30, 2019

Tip

Google Maps and Google API in TimeTrak

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 […]

April 18, 2019

Tip

What’s New: TimeTrak 19.1

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 […]

April 4, 2019

Tip

Whitepaper: Improved Timeline and Group Scheduling Features

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 […]

April 3, 2019

Tip

Whitepaper: Enhanced Measurable Claiming

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 […]

March 28, 2019

Tip

Whitepaper: Scheduled Events

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 […]

March 28, 2019

Tip

Whitepaper: Setting up Azure Storage in TimeTrak

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, […]

March 28, 2019

Tip

Tip: Allow appointments without a task

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 […]

March 28, 2019

Tip

Tip: Automatically Create Breaks when using fill day

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 […]

March 28, 2019

Tip

Tip: Move multiple appointments to another user at once

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 […]

March 28, 2019

Tip

Tip: Serviceable Unit grid now available against appointments in Mobile

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 […]

March 27, 2019

Tip

Tip: Scheduling Template

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 […]

March 26, 2019

Tip

Tip: Stack Calendar Items

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 […]

March 25, 2019

Tip

Tip: Disbursement Posting Status

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 […]

March 22, 2019

Tip

Whitepaper: TimeTrak Scheduled Events

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 […]

March 19, 2019

Tip

Tip: Invoicing via JIBE

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 […]

March 18, 2019

Tip

Tip: Markups in JIBE

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 […]

March 13, 2019

Tip

Tip: Create and Run Price Rules in JIBE

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 […]

March 11, 2019

Tip

Tip: JIBE – Invoice One Job to Two Different Debtors

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 […]

March 4, 2019

Tip

Tip: Generating recurring invoicing via JIBE

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. […]

March 1, 2019

Tip

Tip: Event Based Checklist Behavior Altered in 4.0.51

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 […]

February 27, 2019

Tip

Show Billable Status on Client Portal

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 […]

February 25, 2019

Tip

Tip: Accessing Contact information in TimeTrak 4 is easier

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 […]

February 21, 2019

Tip

Contact information in TimeTrak now easier to access in version 4

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.

February 20, 2019

Tip

Tip: Purchase Orders in TimeTrak Mobile

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 […]

February 14, 2019

Tip

Tip: TimeTrak Contract Rate

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 […]

February 12, 2019

Tip

Tip: Slippage Recurring Appointments

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 […]

February 7, 2019

Tip

Tip: Viewing TimeTrak Checklist Attachment Files

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. […]

January 18, 2019

Tip

Tip: Allow Customer Approval for Jobs

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 & […]

November 28, 2018

Tip

Tip: Task Expiry based on Response Levels

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 […]

November 27, 2018

Tip

Tip: TimeTrak Professional User Profile Settings

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 […]

November 21, 2018

Tip

Tip: TimeTrak Reset Password for all users in bulk

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 […]

November 19, 2018

Tip

Tip: Task Creation and Completion Email Notifications

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 […]

November 13, 2018

Tip

Tip: Map Bulk Updates in User Profile Setting for TimeTrak Professional

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 […]

November 12, 2018

Tip

Whitepaper: End of Period Billing Workflow

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 […]

November 12, 2018

Tip

Whitepaper: TimeTrak’s Basic Business Process

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 […]

November 8, 2018

Tip

Tip: Check your TimeTrak license count and user permissions.

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) […]

October 25, 2018

Tip

Whitepaper: Checklists in TimeTrak

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 […]

October 25, 2018

Tip

Tip: Must Choose Client on Serviceable Unit Creation

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 […]

October 19, 2018

Tip

Whitepaper: Document storage in TimeTrak

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 […]

October 12, 2018

Tip

Whitepaper: TimeTrak Custom Fields

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 […]

October 10, 2018

Tip

TimeTrak Database Changes between 3.2 – 4.0

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 […]

September 24, 2018

Tip

Changing Passwords in TimeTrak

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.

September 11, 2018

Tip

Whitepaper: Knowledge Base Features in TimeTrak

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 […]

September 11, 2018

Tip

What’s New – TimeTrak 4.0

Reference for new functions that were released in TimeTrak 4.0.

September 6, 2018

Tip

Release Notes 3.2.51.1 – 2017

Release Notes for 3.2.51.1 from 2017

September 6, 2018

Tip

What’s New – 3.2.0 – 2015

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

September 6, 2018

Tip

TimeTrak Notes in Professional

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.

August 21, 2018

Tip

Appointment and Time Entry Duration Settings

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

August 20, 2018

Tip

Close Sub-Tasks and Appointments on Parent Task status completion

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

August 17, 2018

Tip

Distance calculations from office to job site in disbursements and travel fees.

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?

August 13, 2018

Tip

Change unposted time to another client, job or task

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

August 13, 2018

Tip

TimeSheet Verification by Job or User

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.

August 1, 2018

Tip

Tip: Customisation of Tool Tips

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?

August 1, 2018

Tip

Workgroups in TimeTrak

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.

July 24, 2018

Tip

Tip: Request PO Number

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.

July 11, 2018

Tip

Tip: Serviceable Units in TimeTrak

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

July 2, 2018

Tip

Repeat Appointments and Recurring Appointments

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

June 25, 2018

Tip

Job Quoting in TimeTrak 4

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.

June 6, 2018

Tip

Tip: Backing Up Your Exo Database

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.

June 6, 2018

Tip

Automatic vs Manual Overtime Calculations based on Roster Classes

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 […]

May 30, 2018

Tip

TimeTrak Professional Calendar Settings

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

May 28, 2018

Tip

Quick Tasks in TimeTrak 4.0

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?

May 24, 2018

Tip

Edit Job Status Feature

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.

May 21, 2018

Tip

Time only from a task or directly against a job

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.

May 18, 2018

Tip

Database Schemas

These are 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.

March 27, 2018

Tip

Whitepaper: TimeTrak Report Writer (Basics)

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.

March 19, 2018

Tip

TimeSheet Manager – Enter multiple days of timesheets for a user in one screen

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

March 14, 2018

Tip

Preload Serviceable Units on an Appointment

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.

March 12, 2018

Tip

Enhancements to TimeSheet Manager

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.

March 9, 2018

Tip

Drag and drop attachments into TimeTrak Professional

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.

February 23, 2018

Tip

TimeSheet Manager – Enter multiple days of timesheets for a user in one screen

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

February 15, 2018

Tip

Tip: Client Time Zone

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 […]

February 8, 2018

Tip

Geolocations in TimeTrak and the device settings required

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.

January 24, 2018

Tip

New Right-Click Update Options Available in TimeTrak Professional

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 […]

January 23, 2018

Tip

Default Task Narration

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

January 17, 2018

Tip

Group TimeTrak Panels

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.

December 17, 2017

Tip

Create a time entry or appointment over multiple work days

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.

December 8, 2017

Tip

CRM Features in TimeTrak Mobile

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.

November 21, 2017

Tip

TimeTrak 4.0 – User Setup

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.

November 7, 2017

Tip

Controlling Job Visibility within TimeTrak

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

November 6, 2017

Tip

Minimum Charge Disbursements

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

October 11, 2017

Tip

Wage Cost in User Settings

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.

October 3, 2017

Tip

Show Job Description when creating items

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

September 29, 2017

Tip

How to change Client Portal Login ID

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

September 7, 2017

Tip

Bill of Materials in TimeTrak 4

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.

August 23, 2017

Tip

Purchase Orders in TimeTrak 4

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.

August 22, 2017

Tip

Roster Classes in TimeTrak 4

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

August 16, 2017

Tip

Draft Checklists in TimeTrak 4

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.

August 16, 2017

Tip

Task Import Templates in TimeTrak 4

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!

August 15, 2017

Tip

How to refresh your cached TimeTrak Settings

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.

July 18, 2017

Tip

Post, Invoice and email client invoice from Mobile

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.

July 8, 2017

Tip

Internet Explorer Changes to Printing TimeTrak Reports

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

June 23, 2017

Tip

Cut and paste appointments in TimeTrak Professional

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.

June 23, 2017

Tip

Use of the outlook add-in in a shared mailbox

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.

May 31, 2017

Tip

Organising New Data Panels in TimeTrak

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.

April 27, 2017

Tip

MSDTC TimeTrak Errors

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.

April 3, 2017

Tip

Mobile Users can now view Unpaid Invoices from the Posting Screen

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

March 17, 2017

Tip

Future Time Entries Sync to Outlook

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.

March 6, 2017

Tip

Setting up a Exosoft database connection

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

February 20, 2017

Tip

Exo’s Stock Auto Narrative now pulls through to TimeTrak

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

January 26, 2017

Tip

Altering Posted Time via TimeSheet Manager

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.

January 25, 2017

Tip

Whitepaper: Altering Posted Time

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.

January 23, 2017

Tip

Outlook Add-In Settings

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

December 1, 2016

Tip

Add TimeTrak Mobile to your device home screen

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.

November 23, 2016

Tip

‘Clock on’ in TimeTrak Mobile

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

November 23, 2016

Tip

New TimeTrak Verification Screens

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

November 9, 2016

Tip

Appointment Categories

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

October 12, 2016

Tip

Restrict Stock List to User’s Default Location

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!

October 12, 2016

Tip

Add Disbursements to ‘Completed’ Tasks

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.

October 6, 2016

Tip

Activity Visible on a Time Entry when Appointment is Converted to Time Entry

rsion 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.

September 28, 2016

Tip

Import Tasks to TimeTrak via Job Costing Quote Lines

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

September 20, 2016

Tip

TimeTrak Outlook Add-In PC settings

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.

September 12, 2016

Tip

Master Job Attachments Now Visible Against Sub-Jobs

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.

September 9, 2016

Tip

Serviceable Units

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

August 16, 2016

Tip

Preloaded Disbursements

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.

August 16, 2016

Tip

Create Debtor Accounts via TimeTrak Professional

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.

August 12, 2016

Tip

Sub-Contractors in TimeTrak

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.

August 3, 2016

Tip

Centralising your Organisations Knowledge – why, how and what are the benefits?

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

July 27, 2016

Tip

Work Groups in TimeTrak Mobile

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.

July 18, 2016

Tip

Create or Change a Contact Against a New Job in Mobile

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.

July 13, 2016

Tip

Capturing Travel Time in TimeTrak Mobile

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.

July 4, 2016

Tip

Pinning a Job in TimeTrak Professional

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.

June 2, 2016

Tip

How to let us know about an issue in TimeTrak

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.

May 26, 2016

Tip

Mobile Theme Changes

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.

May 13, 2016

Tip

Search via Order Number in TaskTrak

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

May 13, 2016

Tip

TimeTrak Update – 3.2.22 Release

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.

April 26, 2016

Tip

Project Management – The Guide to Success

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?

March 8, 2016

Tip

Tip: How to clear your browser cache

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.

December 16, 2015

Tip

Impact of Attachment Size in TimeTrak

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.

October 14, 2015

Tip

TimeSheet Manager Shortcut Keys

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

December 5, 2014

Tip

Setting up a new user in EziView

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

February 2, 0217