I’d like to reopen the discussion on timesheets. We as an it services company are testing erpnext as a possible system to use. We are very fond of the open source idea and the document driven design of erpnext. The first time I found erpnext it still had the time log/time log batch system. I think is was removed with version 7. As we had gotten erpnext to run on our service we where going to check out the time sheet system and where surprised to see the change. This was very disappointing as this was one of the key features we are looking for.
So here is my idea of what we are looking for in timesheet/-logs:
One of the main reasons what made ERPNext really interesting was the
possibility to bill timesheets toward our customers. Our employees work
on several different projects/customers daily and also do internal work
for our company. Idealy they would be able to work on something and be
able to document this in an everlasting timesheet. In this timesheet,
they could select a customer, select starting/end time, select a project
if needed and add some notes on the work he has done. Many times all
they need to do is answer a quick call in which they have to use the
classic phrase “have you tried turning it off and back on again”. This
case needen’t to be a new project every time handles. In the next step
the employee would be able to submit his timesheet to his manager.
Managers should be able to check for mistakes and then be able to bill
timesheets towards customers.
Our customers either have a SLA
(service level agreement) to which the time would be booked (time going
beyond the SLA would not be billed, but tracked) or they would just get
an invoice on which be bill by our and minute. Also so some invoicing is
done with hardware (eg new computer) and some without.
For clarity I will split up the needs of each person involved in the process:
IT support personal need to be able to
track and submit his work for billing toward his managerlink his work to customer (manditory)
link his work to project/task optionala
link his work to project/task optionaladd(not attach) notes to his work doneset start and end time
Manager needs to be able to
signal employee that work was submitted or is under review
take employee submitted time and bill it toward an SLA (overtime should not matter)
take employee submitted time and bill it toward a customer in sales invoice as a table somewhat like this: |date|project/employee|notes|number of hours|cost per hour|
analyse timesheets: time spent on customer per month, time spent on SLA (more or less work done for future reference)
If further information is needed, please get back to me. I’m happy to help any time!