How it works

One week, from the timesheet to the paid invoice

Follow a week at Veltmoor Engineering, a consultancy invented for this demonstration, through ReliTime. Each step is the real screen, captured as the person doing that step. Swipe, or use the numbers, to move through it.

Seven steps, three people

Nisha runs the office, Ravi is an engineer and Meera approves the team's time. Nobody retypes anything along the way: each step reads what the one before it recorded.

  1. A job's budget panel: hours quoted, booked and remaining, the share consumed, and one phase listed as past its budget.

    Step 1 of 7 · Nisha, administrator

    Nisha sets up the job

    She adds the client, then the job: its phases and tasks, the hours it was quoted at, and the SAC code its invoices will carry. Ravi is assigned to it, which is what lets him book time there.

    Next: Ravi fills in his week

  2. Ravi's weekly timesheet: tasks for several client jobs down the side and his hours for each day of the week.

    Step 2 of 7 · Ravi, engineer

    Ravi fills in his week

    He types or taps the hours for each task, day by day. Nothing reaches the record until he presses Save, so a slip corrected on the way never becomes a correction on the record. When the week is complete he submits it.

    Previous: Nisha sets up the jobNext: Meera approves it

  3. The approvals queue: expense claims and submitted weeks, each waiting for a decision.

    Step 3 of 7 · Meera, approver

    Meera approves it

    His week arrives in her queue with its hours. She approves it or sends it back with a reason, and once it is locked nothing in it can change: reopening it needs an authorisation countersigned by somebody else, and it can be used once.

    Previous: Ravi fills in his weekNext: The hours are priced

  4. The work in progress report: hours worked, their value, what is still to bill, and utilisation by person.

    Step 4 of 7 · Meera, approver

    The hours are priced

    Work in progress prices every hour at the rate in force on the day it was worked. It shows what is billable and what is still to bill, and keeps work that was never chargeable apart from work that was written off.

    Previous: Meera approves itNext: Nisha sees what is ready to bill

  5. The ready to invoice panel: each client with the hours worked, the billable hours and the value, beside a button to create a draft.

    Step 5 of 7 · Nisha, administrator

    Nisha sees what is ready to bill

    A panel lists every client with approved, locked work waiting to be billed, and the amount the invoice would come to, worked out the same way the invoice will be. Weeks not yet signed off are named and left out.

    Previous: The hours are pricedNext: She raises a GST invoice

  6. A tax invoice on screen, with the supplier and recipient GSTINs, lines with SAC codes, and the tax worked out below.

    Step 6 of 7 · Nisha, administrator

    She raises a GST invoice

    The draft is built from those locked hours. On issue it takes the next number in the series, the tax is worked out from both parties’ registrations, and the PDF is emailed from the accounts address. A mistake afterwards is corrected by a credit or debit note, never by an edit.

    Previous: Nisha sees what is ready to billNext: The payment comes in

  7. The receivables ledger: the total outstanding, how overdue it is, and each invoice with what was billed, paid and is still owed.

    Step 7 of 7 · Nisha, administrator

    The payment comes in

    The payment is recorded against the invoice. The receivables ledger shows what is still owed on every invoice and how overdue it is, and a reversal is a new entry rather than an edit.

    Previous: She raises a GST invoice

Around the week

The same records feed everything else a consultancy needs to run.

  • Leave is requested and approved beside timesheets, and public holidays are kept per organisation.
  • People are planned onto jobs against their own working days, leave and holidays.
  • Costs paid for a client are claimed, approved by somebody else, and recharged or kept off the invoice.
  • Budgets warn before a job runs over, and every entry and invoice exports to a spreadsheet.

Every feature, in detail

See it on your own kind of work

ReliTime is sold with a walkthrough rather than a free trial. We will take you through a working organisation, from a week of timesheets through approvals and work in progress to a GST invoice, and answer your questions as we go.

Or write to hello@relitime.com.