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Time and Billing Application Info
HostedDatabase.com's Time and Billing application
is designed for a small business that charges clients based on billable hours for one or more
projects, and that needs to record expenses and payments on a project basis. The business data is
contained in a database consisting of a primary data table, secondary data tables, and look-up
tables. Here is a break-down of all groups of information maintained by the application.
- Clients - the primary data group is the Clients table. This table contains
data elements that describe the client account such as company name, contact name, address, phone,
e-mail, notes, etc.
- Time Worked - one secondary data group is the Time Worked table. This table
is used to keep employee time records for client project work, including date worked,
employee, project, work code, billing hours, etc.
- Expenses - another secondary data group is the Expenses table. This table
is used to keep employee expense records for client project work, including expense date,
employee, project, expense code, amount, etc.
- Payments - another secondary data group is the Payments table. This table
is used to keep records of payments made by the client for services rendered and reimbursable
expenses, including payment date, project, payment method, amount, etc.
- Projects - this is a look-up table used to define a client project, including
project name/description, project manager, begin/end date, etc.
or regional location.
- Employees - this is a look-up table used to define an employee, including
employee name, title, contact information, etc.
- Expense Codes - this is a look-up table used to classify expenses for a client or project.
Expense code is specified when recording expenses for a project.
- Work Codes - this is a look-up table used to classify work tasks for a client or project.
Work code is specified when recording time worked on a project.
- Payment Methods - this is a look-up table used to specify the payment method for
client payments. Payment method is specified when recording payments.
Note that the primary and secondary tables in the Time
and Billing application each have three (3) user-defined custom fields so you may store business data that is
specific to your own business. One of the first tasks you should perform prior to using
your application is to populate all the look-up tables mentioned above with data values
specific to your business. You should also modify your application properties to
specify your custom fields if you have any.
Click HERE
to download our "Applications Getting Started Guide."
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