Using Mobileezy, you can keep track of time spent doing activities—both billable and non-billable. Activities are tasks or services, such as consulting and photocopying, for which you bill clients. You may also want to keep a record of non-billable activities, such as employee lunch breaks. Time billing activities are stored in the Activity List, which like the Items List and the Card File, is transferred from your accounting software data file into Mobileezy.
Activities are recorded individually on activity slips created on the Handheld device. You can record three types of information on an activity slip:
|1.||Customer information: billing name. |
|2.||Activity information: activity name, billing rate, and total hours or units. |
|3.||The Customer signature. (This information is optional.) |
Time Billing also has a Timer feature which allows you to time your activities accurately and calculate your billable and non-billable hours easily. Completed activity slips are stored in Activity History. From the Activity History screen you can sort, filter, and retrieve historical activity slips.
Activity slips are used for recording time spent on activities, particularly time billing transactions. A prerequisite for Activity Slip functionality is an MYOB backend.
When to use Activity Slips
Activity slips should be used when you want to record time billing transactions for activities that you do and have listed in your MYOB Activities List. The activity slips generated from Mobileezy will import into the MYOB time billing system from which you will then generate Time Billing invoices directly from MYOB.
Profile settings for Activity Slips
There is only one profile setting affecting the appearance of activity slips on the handheld device.
Allow Activity Slips
Allows the creation of activity slips. (Defaults to No)
note: Activity slips are not compatible with completing stock activities on the handheld. If Activity slips are enabled, stock will not be available on the handheld device.
Creating Activity Slips on the Handheld Device
Using the Activity Timer
Running the timer in the background
The timer can be left to run in the background while you use other parts of Mobileezy or a different application on your device. This is done by simply putting the transaction into a WIP status while the timer is running.
|1.||After starting the timer, press the Ok button from the timer screen.|
|2.||Set the transaction status to WIP and press Ok.|
|Set Slip to WIP|
|3.||The timer will continue to run. This is visible in the activity slip history.|
Note: It is possible to have multiple timers for different activity slips running at the same time.
The Activity List
The activity list is a list of all available activities imported into Mobileezy from MYOB. It is accessed when adding activities to an activity slip and includes all billable and non billable activities. There are two displays:
|1.|| Price: Displays the activity list by activity name and the hourly charge. Items showing n/a are either non-billable items, billed by the employee rate or billed at the customer rate. This is setup in MYOB.|
|2.||Item #: Displays the activity list by item #.|
|Item # Display|
Activity Slip History
Historical activity slips can be viewed on the handheld from the Slip History screen. To view slip history:
|1.||From the Slips tab, tap on the Slip History button|
|2.||The Activity Slip History will display a list of historical activity slips. The length of time slips are held on the handheld for is defined by your archive period.|
|3.||Activity slips can be sorted by Date or Status by using the filters.|
|Sorting the History|
|4.||The status indicator can be toggled to show the transaction status in the list. A transaction prefixed with a * means the slip has not be synchronised to the Desktop Administrator yet.|
|The Status Indicator|
Exporting Activity Slips to MYOB
Exporting Activity Slips