whitepapers

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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