Time & Budgets

Overview of Time & Budgets

Estimate and track time to understand jobs that are on-budget, allocate resources, and uncover performance insights to transform your firm.

Written by Erin Jamison
Updated over a week ago

Getting Started with Time & Budgets (20 mins)

Learn how to start using Time & Budgets in Intuit Practice Management powered by Karbon in this 20-min introduction.

Written by Erin Jamison
Updated over a week ago

Time & Budgets set up guide

Learn to set up your Time & Budgets as well as learn some best practices and FAQs.

Written by Erin Jamison
Updated over a week ago

Review, update and submit your weekly timesheet

Ensure your timesheet is completed accurately and timely by following these best practices for tracking and submitting time.

Written by Erin Jamison
Updated over a week ago

Export Time & Budget data

Export Time & Budget data from a work item or contact. Export data from the Time menu for timesheets and utilization data.

Written by Erin Jamison
Updated over a week ago

Tracking your colleagues' utilization

View the Colleague Utilization report to see where your colleagues are tracking against their given capacity and expected billable hours.

Written by Erin Jamison
Updated over a week ago

Review and approve timesheets as a Time Administrator

On request, review colleagues' weekly submitted timesheets to approve or decline.

Written by Erin Jamison
Updated over a week ago

Adjust dollar amounts (by Roles and by Task Type)

Customize your Task Types and Roles, and then customize your associated billing rates.

Written by Erin Jamison
Updated over a week ago

Using filters on a Contact’s Time & Budget

Refine your view using filters off of a Contact's Time & Budgets tab.

Written by Erin Jamison
Updated over a week ago

Tracking expenses (on work or contacts)

Track expenses on a single work item or get an overall view of expenses at the contact level.

Written by Erin Jamison
Updated over a week ago

Using Time & Budgets in work and contacts

Setting budgets, adding expenses and entering time using Time & Budgets.

Written by Erin Jamison
Updated over a week ago

Setting the Budget in a Work Template

Set up budgets via estimates in your work template to apply to all work items created off of the template.

Written by Erin Jamison
Updated over a week ago

Specify fee settings for work templates (or work)

Choose from time & materials, fixed fee, and non-billable for your work items when using Time & Budgets.

Written by Erin Jamison
Updated over a week ago

Adjust dollar amounts (by Roles and by Task Type)

Customize your Task Types and Roles, and then customize your associated billing rates.

Written by Erin Jamison
Updated over a week ago

How do I submit a timesheet?

When you've completed your week, submit your timesheet to your Time Admin.

Written by Erin Jamison
Updated over a week ago

How do I edit a Time Entry?

Before submitting your timesheet you can edit your time entries in multiple places to ensure you've captured all time.

Written by Erin Jamison
Updated over a week ago

What is a Task Type?

Task Types are the activities that you record time against.

Written by Erin Jamison
Updated over a week ago

Why can’t I see the Time & Budget tab on a Contact?

If you can't see Time & Budgets in your contacts, it's likely that you have your settings turned on for only work.

Written by Erin Jamison
Updated over a week ago

What are suggested time entries?

Any activity done on a work item that hasn't been recorded will be a suggested time entry in the given timesheet.

Written by Erin Jamison
Updated over a week ago

How can I turn off expenses?

You can turn off expenses by going into your Time & Budgets settings.

Written by Erin Jamison
Updated over a week ago

What is included in a Contact’s Time & Budget?

Turning on contacts in your Time & Budgets Settings allows you to enter and view time, as well as create and track expenses off of contacts.

Written by Erin Jamison
Updated over a week ago

What are Fee Settings?

Your Fee Settings are where you determine what your fee type is for a given work item or template.

Written by Erin Jamison
Updated over a week ago

How can I create a one-off custom billing rate?

Steps to capture a time entry with a one-off billing rate for a job.

Written by Erin Jamison
Updated over a week ago

What are Dollar Amounts?

Dollar Amounts are the default rate that is used when creating an estimate for the Role and Task Type.

Written by Erin Jamison
Updated over a week ago

Why can't I see fees on work items?

View fees on work items and kanban by turning on the proper permissions.

Written by Ian Vacin
Updated over a week ago

What is the difference between Budget and Budget Allocated on your Kanban Board?

While Budgets show budgeted amounts for all works by assignee, Budget Allocated shows the actual amount of which has been allocated to you.

Written by Erin Jamison
Updated over a week ago

Why can't I see budget information for each column on my Kanban board?

Choose to display column totals on your Kanban board to reveal budget information.

Written by Erin Jamison
Updated over a week ago

What does Role and Task Type mean when I am creating a Time Entry?

The Task Type is what you record your time against, indicating the type of activity you are doing within the Role you have chosen.

Written by Erin Jamison
Updated over a week ago

How can I view everyone's time entered?

With the Time Administrators permission turned on you have the ability to see everyone's timesheet as well as approve their timesheets.

Written by Erin Jamison
Updated over a week ago