Track billable hours on Projects, and Project Tasks in SuiteCRM. Then generate an invoice that you can send to your customers from the Project Tasks you created.
SuiteCRM Timesheets and Invoicing
Log Time on Projects, and Project Tasks – Easily add your time to projects, and project tasks for tracking.
Log Multiple Times with the Matrix Views– Forgot to log your hours at the end of the week? No problem, log them all from a single view.
Plan Comparison Compare and Select a Plan that Fits you the Best
Track time against all modules in CRM-✓
|Compare All Plans||SuiteCRM Timesheets and Invoicing||SugarCRM Timesheet Professional|
|Track time against Projects, and Project Tasks||✓||✓|
|Timesheet View to Enter Time||✓||✓|
|Compatible with SugarCRM||✓||✓|
|Compatible with SuiteCRM||✓||✓|
|Embedded Start/End Timer for Project Tasks||–||✓|
|Generate Professional Timesheet PDF||–||✓|
|Email PDF within CRM||–||✓|
|Dedicated Reporting Module||–||✓|
|Export to Data to CSV and PDF||–||✓|
|Query Timesheet Data||–||✓|
|Automatically Notify Users of Open Project Tasks||–||✓|
|Screen Pop Notifications||–||✓|
|Automatic Daily Email Reminders to Users to Track Time||–||✓|
Convert a Timesheet to an invoice
Generate an Invoice
After that, System will generate an invoice and move to the edit view of the invoice.
Track Billable Hours – Track the resources on your team who are billable and update their profiles with their rate.
Generate Invoices from Project Task Tracking – Generate an invoice to your customers from the time you track in your matrix and bill it to your customers.
Setup Hourly Rates– If your hourly rates vary by resource or by user, you can set up a user profile rate for automatically billing in an invoice.
Track Project Resource Allocation – Track your Project Resource productivity more accurately.
Quickly Bill Customers – Quickly convert your project tasks and time spent into invoices.
Improve Revenue – Increase the quality and accuracy of your invoicing and billing. Accurately identify how resources are spending their time and on what.
Support for Multiple Billing Scenarios – Associating projects to your Sugar/SuiteCRM accounts enables you to easily bill different rates to different clients.
- Track time againsts Projects
and Project Tasks
- Timesheet View to Enter Time
- Compatible with SugarCRM
- Compatible with SuiteCRM
- Generate Invoices
- Track time against all modules in CRM
- Generate Professional Timesheet PDF
- Email PDF within CRM
- Start/End Timer for Project Tasks & Cases
- Realtime Tracking Visual Tracking of Timer
- Comment and Collaborate on Timesheets for Approvals
- Restrict Access to Certain Users
- Enable Multiple Users to Log Time against 1 Record
- Compatible with SuiteCRM
- Compatible with SugarCRM Professional
- Dedicated Reporting Module
- Export to Data to CSV and PDF
- Query Timesheet Data
- Visual Dashboard Reporting
- Automate Reports to be Delivered to Users
- Project Management
- Embedded Start/End Timer for Project Tasks
- Pre Built Reports for Project Management
- Pre Built Reports for Resource Management
- Resource Management Dashlets
- Project Management Dashlets
- Notification Management
- Automatically Notify Users of Open Project Tasks
- Screen Pop Notifications
- Automatic Daily Email Reminders to Users to Track Time
- See Realtime Time Duration
- Training & Support
- Intallation, Configuration of Workflow, and Schedulers
- Virtual Training with an Account Manager
- 8 x 5 Email Support
- Live Chat Support