(Freelance Edition) has been completely redesigned for
FileMaker 13. It uses no
currency symbols, so you can invoice
international clients. A text field allows you to specify the
currency. (For example, "Payable in U.S. dollars.") The virtual time clock now has timestamp
place of date and time fields. This will give you the correct total
number of hours if you punch in before
midnight and punch out the next day. Also included in this bundle are previous releases, in U.S. and international versions, for use with earlier
versions of FileMaker.
interface is divided into four main tabs:
- where you can store information
about each of your clients, suppliers, etc.
Estimates - where
you can estimate a job
Invoices - where you can
log hours and other expenses, and also generate invoices
Help - where you
can customize Timeclock and learn how to use its features
Panes on the
left side of each tab let you easily find, filter, and sort the most
commonly needed records. When you click on a record in a Navigation
Pane, it appears in a Detail Pane on the right. Every client is
automatically linked to his estimates, invoices, and notes.
thumbnails below for screen shots (will open in new window):
record represents one person or organization. They are listed in the
Navigation Pane, on the left side of the screen. Clicking on a contact
name brings up his record in the Detail Pane, on the right.
have a virtually unlimited number of addresses, phones, email
and representatives. Those you designate as defaults appear on the main
layout. The others are stored in popover controls. You can add, delete,
or modify them from the popovers. If your e-mail client
is supported by FileMaker, a button allows you to send messages the
main layout or the e-mail popover.
If you have
entered a contact's URL in the Website field, the Web button displays
it from within Timeclock.
can view a
contact's estimates and invoices with the other buttons.
This is much faster and easier than searching for an estimate or
on the main layouts. The contact's current balance is also displayed.
button allows you to print a client's billing history (all invoices and
payments) for the date range you specify.
can generate estimates which include labor costs, materials, and other
expenses. These can be printed or saved as pdf files. The button used
purpose displays an X once the estimate has been generated, but it does
not prevent you from re-printing or re-saving them as pdfs. Estimates
and Invoices have two fields for comments. One appears on the document
for the client. The other is only visible in your database.
|The Invoice Tab
functions like a virtual time clock. You "punch in" and "punch out"
buttons. The timestamps are entered
automatically, but they can be modified if you want to round the
or down. You can create time cards for any contact that you have marked
as a CLIENT on the Contacts tab. The contact's addresses are
automatically entered when you print an invoice or export it to a pdf
become invoices when they are printed or saved as pdfs. The Punch In
and Punch Out buttons
create the line items. Another button is used to enter payments,
credits, and other adjustments. One
time card may represent a single day of work or multiple days. You can
link Estimates to your Invoices, to compare the projected and actual
cost of a job.
Timeclock has an integrated Help system that explains its features in
more detail. It is linked to an HTML page on the Internet that you
can check for additions, corrections, and update notices.
layout is where you customize your estimates, invoices, and add your
business logo and contact information.
SMALL BUSINESS EDITION ONLY:
||When you login
as an employee, you will see a simplified time clock interface. Only
your own unpaid hours are shown. You can punch in and out, but you
cannot change the dates and times. You can log out to allow another
employee to login.
administrator and managers see an interface similar to the Freelance
Edition. The Invoices tab has a column with employee numbers
identifying the person who created the row. Dates, Times, Employee
numbers and descriptions are editable. This allows managers to correct
mistakes, such as an employee forgetting to punch in or out.
||A payroll tab,
available only to the administrator, and optionally to managers, has a
record for each employee and all his unpaid hours.
Pay button (or the "+" button) creates a record of each paycheck and
updates the list of unpaid hours. Taxes are computed based on rates
that you can assign on the Help Setup screen.
can be voided by clicking the trash can icon on a row. This also marks
all the hours associated with that check as unpaid and restores them to
||You can archive
checks, to keep the list to a manageable size. Checks can be unarchived
simply by marking a checkbox.
||You can also
add any number of payroll notes to an employee's record.
If Timeclock doesn't suit your needs, you can hire Allegro Data Solutions to modify it or build a
similar solution tailored to your particular business needs.