How do I add a Time Billing user?

This article will explain how to add a Time Billing user and provide details on the Time Billing license type,as well as detail where and how to create Time Billing and Activity entries.

With a Time Billing license, users can access the Activities and Time Billing modules to enter their hours and billing.

If a member of your team only needs to access Studio Designer to enter time and not access projects, sign them up for a Time Billing license. Here's how:

  1. Go to Settings and select Add/Remove Users.
  2. On the Add/Remove Users, page fill out the user’s information (First Name, Last Name, Email).
  3. Select Time Billing from the Subscription dropdown.
  4. Once you have everything filled out, click on Add.

Your newly added user will now appear in the Active User list also found on the same page.

Pro Tip: If you have the employee profile created already, then you can use the fields at the bottom to quickly add the new user.

Entering Time Billing

  1. Click Time Billing in the left-hand navigation bar
  2. Click + Track Time in the upper right-hand corner
  3. Fill out the below information and click Save.

Activity is the identifying label for this entry. This could be for a Design Meeting, Consultation, etc. Your selections will be based on the Activities made in your Settings.

Employee shows a list of your employee added under your My Employees section to assign for this time billing.

Client/Project is the client or project this time billing is associated with.

Date sets the date this time billing took place.

Start/End Time shows the start and end time of the activity.

Quantity refers to the amount of time according to your Start/ End Time

Client Rate is the amount per hour being charged towards this Client.

Employee Rate is the amount the employee chosen charges for this Time Billing.

If this Time Billing is Billable or Taxable, check the checkboxes.

Entering Activities

  1. Click Projects > Activities in the left-hand navigation bar
  2. Click + New Activity in the upper right-hand corner
  3. Fill out the below information and click Save.

Activity is the identifying label for this activity entry (design meeting, consultation, etc). Your selections will be based on the Activities created in your Settings.

Employee shows a list of employee names added under the My Employees section.

Type will define what each activity is generally for. There are five valid types:

    • Calendar – activities tracked on a calendar and invoiced to clients.

    • Reminder – activities to remind you to follow up on something.

    • Reimbursable – activities for reimbursable expenses and invoiced to clients.

    • SP Message – activities automatically created within Studio Projects.

    • Phone – activities that you would generally invoice for time on the phone with clients

Client/Project is the client or project associated with this entry.

Sales Code will usually be set to Time Billing. You will have the option to assign any type of sales code depending on the circumstances.