Time Tracker


By Mary Cooper

updated 5 months ago

A time tracker is an essential time management tool that can help you become more organized and efficient. Our intuitive time tracker eliminates the need to use third-party time tracking software to get more things done: it’s already inside your TaxDome account. It will help you get more things done and keep projects on track for all team members.

Covered here:

Starting a Timer

1. Click on the +NEW button in the Sidebar, select Time Entry, then select the client account from the list. You can see the five most recent clients here. If the client account you are searching for is not among them, start typing their name, ID or email. You can also change the client account right in the time entry creation window.

Please note: If the time entry you’re creating is for a different client than the one you originally chose, you can always specify another in the Track your time window that follows (See how).

2. Add description to describe what you’re going to work on. You can use formatting and links here.

3. Add tags to your time entry. All tags that have been created in the system are available for use here. 

4. Click START A NEW TIMER to begin tracking your time. The timer will be displayed at the top right of your screen. It is shown on all pages and includes your time and the client account ID that's in our system.

5. Click on the timer if you need to:

  • Pause it
  • Stop it
  • Delete it

Adding a Time Entry Manually

Recording time entries is possible not only in real-time, but also manually. While time entries in real-time can be created only for you, manual time entries can be added for other team members as well. 

To add a time entry manually:

1. Click on the +New button in the Sidebar, select Time Entry, select the client account from the list as shown above, then click on ADD ENTRY MANUALLY.

2. The Assignee list shows the name of a current user. To add a time entry for another team member, select their name from the list. 

3. Select the date you or another person were working on a client’s case. By default, the current date is set.

4. Enter the duration or indicate a start and an end time. By default, the start time is set to the current time. 

5. Add notes to describe what task(s) have been done. You can use formatting and links here. 

6. Add tags to your time entry. All tags created in the system are available for use here. 

7. Click on SAVE.

Changing a Client Account During Creating a Time Entry

Usually, you select the client account before creating a time entry. However, sometimes it is the reverse:

  • If you clicked +NEW button and then selected Time Entry while inside a client’s profile, you probably are looking to create a time entry for that particular client account. That’s why the next step will be creating a time entry without the client-selection option. 

  • If you mistakenly selected the wrong client account.

You can still choose another client account once the Track your time pop-up comes up. Click the client's name at the top of the window. You’ll see a list containing your five most recent clients. If the one you are looking for does not appear there, type their name, ID, or email into the search field. 

Managing Time Entries

You can work with your time entries in one of two ways:

  • Explore time entries for all clients' accounts. Go to the Billings section, then open the Time Entries tab. Here you can see all-time entries for all of the clients that you and your team are working on. In other words, here you can see all-time entries that were assigned to all team members working on your clients along with you. 
  • Explore time entries for a particular client's account. Go to Clients, click on the account's name, go to Billings, then open the Time Entries tab. You will see every time entry for that client's account as well as its progress. Time entries for a client’s account can be managed by a firm owner and by a team member who has granted the Manage time entries permission.

In the time entries list, you’ll find the following information:

  • ID – The client’s unique ID in the system (not displayed in the account's profile). 
  • NAME – The client's account for whom the time entry was created. You can click on the client account to instantly access their details (not displayed in the account's profile). 
  • ASSIGNEE – The team member's name to whom the time entry was assigned.
  • DESCRIPTION – A brief description outlining what the team member was working on (if a note was added when the time entry was created).
  • START – The date that the time entry was started.
  • END – The date the time entry was completed. If the time tracker is currently on, the In progress icon is displayed next to it.

  • DURATION – The duration of the time entry.
  • CREATED BY - The name of the team member who added the time entry.
  • TAGS - Tags that were added to entries to help categorize them.

Filtering a List of Time Entries

Filters are useful when you need to view time entries with specific criteria. For example, filtering allows you to quickly find all time entries for a specific team member. There are five ways you can filter time entries:

  • By team member: See only the time entries assigned to a selected team member(s).  

  • By account: See only the time entries related to a selected client's account.

  • By start date: See only the time entries for which the start date is set within the specific time frame.

  • By due date: See only the time entries for which the due date is set within the specific time frame.

  • By tags: See only the time entries with specific tags. For example, you can quickly find the clients for whom Form 1040 was prepared.

To narrow a list of time entries to only the ones you wish to see, click the FILTER button in the top right corner of the window, select your desired filters, then click APPLY. You can apply two or more filters at a time. 

Once the filters are applied, the list of time entries will reflect your specified parameters. You can clear filters by clicking the RESET button, then clicking APPLY.

Making Changes to Time Entries

To make changes to the time entry, click on the three dots icon in the list, then click on Edit.

Deleting Time Entries

To remove a completed time entry from the system, click on the three dots icon, then click on Delete.

To remove a time entry that was not finished yet, click the timer icon at the top right, then click on Delete.

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