ChronoBeans Administration Overview

ChronoBeans Administration is where you will find all the main functions for administrating and operating ChronoBeans Time Tracking Invoice Program.

ChronoBeans Administration is where you will find all the main functions for administrating and operating ChronoBeans Time Tracking Invoice Program.

ChronoBeans Administration Screen

  • The top navigation bar (green) includes menu options for Client, Project, Report, Admin, and About. This is where you will add/edit your clients, add/edit projects and tasks, add your business information, create invoices, financial reports, backups and more. See Top Navigation Bar Menu Options below
  • The left hand panel shows an expandable tree of all your Clients, Projects, and Tasks. Click on the expandable icon to the left of each client to see Projects and Tasks. Additionally you may ‘right-click’ on each Client, Project and Task to see available menu options. See Left hand panel information below.
  • The right hand panel has two parts. The top is a summary of invoices, payments and unbilled time. The bottom is a detailed list of items including: Time entries, Invoice items/expenses, and Pending items. Content listed in the right hand panel will be for ‘All’ clients each time this screen is opened. To see specific client entries in the right side, simply select the Client/Project/Task on the left side and the detail will be displayed in the right. See Right hand panel information below.

Top Navigation Bar Menu Options

  • The 3 drop down menus below are visible when you select Client, Project or Admin from the top navigation bar.
  • Also available from the top navigation bar is the menu option for Reports. Detailed information about reports may be found here: Financial reports, Work reports, and Pending item reports.

ChronoBeans Top Navigation drop down menus

 

Left hand panel information

The left hand panel shows an expandable tree of all your Clients, Projects, and Tasks.

  • Clients that have billable time feature a green dollar icon to the right of their name. Clients with Pending items feature a yellow exclamation icon.
  • Click on the expandable tree arrow to the left of a client to see your project list.
  • Once a client or project is selected, the associated time entries for that client or project are shown in the right hand panel. You may edit a time entry by clicking on the entry and making changes in the Time Entry Maintenance screen when it pops up.

admin-w-selection-w-expanding-tree

Right hand panel information

The right hand panel has two parts. The top is a summary of invoices, payments and unbilled time. The bottom is a detailed list of items including: Time entries, Invoice items/expenses, and Pending items. Content listed in the right hand panel will be for ‘All’ clients each time this screen is opened. To see specific client entries in the right side, simply select the Client/Project/Task on the left side and the detail will be displayed in the right.

Once a client is selected on the left, notice that the right screen now shows only items for this client. The top right shows a summary of invoices, payments and unbilled time for this client only. The bottom right shows Time entries, Invoice items/expenses, and Pending items for this client only. To easily identify item types the following codes are used at the beginning of each entry: ‘T’ for Time entries, ‘I’ for Invoice/expense entries, and ‘P’ for Pending items. Time entries that are still open timers are shown in italics and cannot be edited. Also, closed Pending items are shown in italics.

To edit or open an item to see the full detail, simply click on the item in the right hand panel and the Time Entry Maintenance screen will pop up. More info here for Time Entry Maintenance

ChronoBeans Time Entry with reassign project task button

 

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