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Time & Budgets
Time & Budgets
Manage time and budgets so your team can estimate work and track time right where the work happens.
35 articles in this collection
Written by
Ian Vacin
and
Erin Jamison
Getting Started
Video Overview of Time & Budgets
Learn how to start using Time & Budgets in this 20-min introduction.
Written by
Erin Jamison
Updated over a week ago
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
Guide
Time & Budgets ten step video guide
Get a hands-on video walk-through on how to set up your Time & Budgets in ten simple steps.
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
How-Tos
Tracking your time in Intuit Practice Management powered by Karbon using the timer
Easily start and stop time using the timer in app.
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
FAQs
How can I remove irrelevant roles from my budget?
You can remove irrelevant roles from your budget by removing the estimates given to them in the Time & Budgets tab off of the template.
Written by
Erin Jamison
Updated over a week ago
Where are the notes populating from when confirming time from the Timer?.
When you are tracking time, notes will be populated based off of the actions you take in app
Written by
Erin Jamison
Updated over a week ago
What happens to my time entries when I reset or delete a work item?
When you reset or delete a work item, the time entries previously on those work items will still exist.
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