Timekeeping

An elegant timekeeping solution that allows you to quickly input new time records, manage the process of handling time sheets for Human Resources/Finance department and view detailed metrics of how your time is being spent.

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Record

Optimised for quick entry so that you spend less time inputting and more time completing tasks.

Everywhere

You can input new time records anywhere within PlainSail Wealth, the current client you are working on is automatically selected and you can quickly select recent clients and activities.

Monitor

There is a clean simple view of your week with a breakdown of how you are spending your time and whether or not you are meeting your chargeable time goals.

Repeat

You can repeat entries for a period for example, you can enter and submit a holiday period instantly.

Submit

You can submit a selection of entries for quick invoicing or submit a whole week in one go.

Human resources

Track timesheet submissions, identify staff who have recorded over or under their time and process entries with ease.

Report

Clear reports of submitted or pending timesheets, quick filters and the ability to easily drill down to view individual submissions in greater detail.

Remind

You can click to remind a selection of users to submit their timesheets or if you reject them they will be automatically notified.

Manage

Update working hours, reject timesheets, change the status of individual entries and much more.

Profit metrics

View detailed statistics to assist in identifying inefficiencies within your business and improve productivity.

Chargeable

View broad statistics of where staff members' time is being spent and the chargeable efficiency of their efforts.

Define

Select any period and any selection of users to produce on demand live statistics.

Clients

View the efficiency of the time being spent on clients and where there is an excess of time being spent on non-chargeable activities.

Configure

Every aspect is highly configurable so you can account for all scenarios.

Charge

You can charge to and from multiple entities and easily process entries for invoicing.

Rates

Create user rate bands, activity rates, client rates and override any combination, it offers complete flexibility.

Units

Configure the timeframe in a unit to fit how you work.

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