Accounting
Accounting in Timeora is focused on invoice preparation and invoice lifecycle management. It connects tracked, eligible time with customer-ready invoice records.
What accounting is for
- Convert approved and eligible tracked time into structured invoice records.
- Prevent accidental double-billing by marking invoiced entries as protected.
- Provide traceable invoice history with clear references to the underlying work.
- Support operational billing reviews before sending invoices to customers.
Accounting areas and their purpose
- Invoice list: Central overview of created invoices with quick search by invoice number.
- Create invoice: Select non-invoiced time entries and generate a new invoice number-based record.
- Invoice detail: Review included entries, totals, and coverage period before sharing.
- Invoice download: Export invoice content as a customer-facing PDF document.
- Invoice maintenance: Delete an invoice when necessary to release linked time entries back to non-invoiced state.
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[Screenshot placeholder: Accounting invoice list with search and action controls.]
How to use accounting effectively
- Prepare projects, clients, and activities consistently before invoice creation.
- Create invoices only from complete, validated time entries.
- Review invoice detail for period, totals, and entry quality before download.
- Use reports to cross-check effort distribution and invoice plausibility.
- Restrict accounting operations to appropriate manager/admin roles.
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[Screenshot placeholder: Invoice detail and PDF download dialog with included time entries.]