whitepapers

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

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.

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

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

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

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

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

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 […]

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 […]

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 […]

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 […]

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 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, […]

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 […]

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 […]

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 […]

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 […]

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 […]

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.

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.

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.

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.

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.