Hyfecta · Work Management

H HYFECTA

Work Management

Service jobs, task time, billing sign-off and client approvals.

Local pilot

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Service jobs

Task time against each job’s budget, booked hours and billing

Search jobs

Actual task time is declared work time, not attendance or a measure of staff motivation.

More about this

Compare task effort with booked and approved hours. Staff timesheets are assigned and reviewed under Team & timesheets.

Time entries

Billing

Hyfecta · No statutory returns are filed from Hyfecta

New job

CustomerJob nameBudget hoursHourly rate in company currency

Customers are added in Accounts › Customers.

Record task time

JobEmployeeRoleWork dateTask descriptionActual task hoursBooked hours

Hours in decimals: 1.5 is an hour and a half. Booked hours are the hours you expect to charge.

Record billing sign-off

Record a client approval you obtained outside Hyfecta. This freezes the job’s time and billing.

JobManager-approved hoursManagement proposed hoursClient-approved hoursApproval reference and explanation

More about this

Owner records externally obtained client approval. This freezes time and billing decisions. To ask the client to approve the hours themselves, use Request client approval on the job: the client decides in the client portal. Review entries carefully before signing off.

Create invoice from approved job

One linked draft from the approved hours, to review in Accounts before posting.

Approved jobInvoice numberInvoice dateDue date

More about this

Creates one linked draft using approved hours. Review its tax treatment and details in Accounts › Invoices before posting. Later draft edits do not alter the original job approval. Open the invoices in Accounts

Request client approval

Manager-approved hours (H:MM)Proposed hours to charge (H:MM)

Message to the client (optional)What the client sees

Customers with client portal access are emailed, and decide in the client portal.

More about this

Customers with client portal access are emailed. Proposed hours cannot exceed manager-approved hours, which cannot exceed booked hours. When the client approves, the job is frozen with their approved hours.