Setting up clients and projects for time tracking and invoicing is easy in ChronoBeans. FREE version for Windows PC lets you track time and invoice up to 2 clients and 6 projects. PREMIUM lets you track time and invoice unlimited clients and unlimited projects
ChronoBeans Administration is where you will find all the main functions for administrating and operating ChronoBeans Time Tracking Invoice Program. The top navigation bar (green) includes menu options for Client, Report, Admin, and About. This is where you will add/edit your clients, add/edit projects and expense items, create invoices and financial reports, add/edit your business information,…
Client setup & maintenance is easy in ChronoBeans. In the top navigation bar on the ChronoBeans Administration screen, select ‘Client’ and you will see the menu options below. When you choose Add New Client or Edit Client the ‘Client Maintenance’ screen appears: Fields with Required information have an *Asterisk. Enter Client Name and Short Name. Client Short…
ChronoBeans lets you control client rate options easily. Use default billing rates or setup special rates for a client using the Client Maintenance screen. Your default Billing Rate settings will show up automatically when you set up a new client. If you have not set default Billing Rate, go to ChronoBeans Administration/Admin/Application Controls. See Application Control…
ChronoBeans allows you to set client-specific invoice options or use default invoice and log settings. This will determine how your invoice and log will format when printed Your default invoice/log settings will show up automatically for each client. If you have not set default Invoice/Log settings, go to Client Administration/Admin/Configure/Application Controls. Setting client-specific invoice and log…
Projects allow you to organize and track billing categories for your clients. Projects will be shown on your invoice so consider how you or your client would like to see billing categories. You can set up projects two ways in ChronoBeans Adding a New Project: Projects are client-specific so you will need to first identify the…
Setting rate options for projects The billing rate may be changed for an existing project or for a new project. For detailed information about setting up a new project see: project set-up & maintenance. Setting Rate options for projects When you open the ‘New Project’ or ‘Edit Project’ window from the ChronoBeans Aministration/client menu, the…
Editing a Time Entry You can make changes to Time Entries any time before finalizing your invoice and log. Time Entries are conveniently located in the ChronoBeans Admin screen (see below). How to Change a Time Entry: On the ChronoBeans Admin screen, select the client on the left side of the screen. You will then see a…