How To Capture Time Transactions
For debtors invoices that don’t reduce the WIP balance:
Go to Debtors>>Invoice:
Click on “new” and select the client you want to invoice and put in the correct date (please note that the date has to be within the current period)
The “Stm desc” is the description that will pull through on the statement.
Click on “invoice details” to select the billing code then insert the amount. Then save.
If you want capture more than one line item for your invoice, click on “invoice details” again it’ll create another line, then follow the same process as above.
For project invoices that reduce the WIP balance:
Go to WIP>>Project Invoice:
Click on “new” and select the project and put in the correct date (please note that the date has to be within the current period)
Click on “invoice details” to select the billing code
Click on the “blue and orange grid” on the right-hand side
This screen will open and you will see all the time spent by employees on that project and any disbursements
Insert the amount you want to bill per employee on the “Amt 2 bill” column. You can also write off amounts on the “Amt 2 W/O” column. Then click on the “green tick” to save then close this screen. The amount you have entered will now pull through on the invoice details
If you don’t want to bill per employee, you can just click on this icon then enter the amount you want to bill to a project on the “Billing Amt” field
How to capture credit notes
Go to Debtors>>Credit Notes:
Click on “new” and select the client and put in the correct date (please note that the date has to be within the current period)
The “Stm desc” is the description that will pull through on the statement.
Click inside the box that says “allocate to invoice” then select the invoice number you want to issue a credit note for
Then click on “invoice details” to select the billing code then insert the amount. Then save.
How to capture receipts
Go to Debtors>>Receipt:
Click on “new” and select the client and put in the correct date (please note that the date has to be within the current period)
Insert the amount. Click on the “show allocations” button to allocate to a specific invoice. if you don’t do this, the receipt will be allocated to the oldest invoice.
How to capture journals
Go to Debtors>>Journal:
Click on “new” and select the client and put in the correct date (please note that the date has to be within the current period)
Insert the amount. Then click on the “Allocated to” button to allocate to a specific invoice
Detailed below is a list view
If you want to change to the form view click on the switch icon 
This is the reports icon 
where you can print audit trails, invoices, credit notes etc.
This is the email icon 
