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Practice workspace / Time tracking and work in progress

Track time and review unbilled work by client

Practice staff track time on client work, and managers review work in progress and utilisation.

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S SecureWire Workflow illustration
Example workflow

Time tracking and work in progress

Example
Example clientExample steps
Set staff ratesIn progress
JL
Work on client pagesNot started
SK
Review time and costsNot started
AM
Open Time & WIPNot started
JL
Bill this clientNot started
JL
Set staff rates01 / 05
Illustrative workflow and sample data. Register interest to discuss your requirements.
How this supports your work

Staff can record time while working on client pages, giving managers a view of unbilled work without gathering separate time records.

How it works

  1. Set staff rates
  2. Work on client pages
  3. Review time and costs
  4. Open Time & WIP
  5. Bill this client
01

Record time as you work

Time tracking is on by default on client pages, engagements and books. Each person can switch it off. Add time and costs by hand when needed.

Work on client pages
02

Review unbilled work

Time & WIP shows unbilled work by client and utilisation. Staff rates come from Settings, Rates & capacity.

Review time and costs
Related features

Continue with the related work

Explore the product
Practice workspace

Practice billing

Practice staff raise invoices from time and costs, fixed fees or milestones, with a colleague checking before sending.

Practice workspace

Practice reports

Owners and managers use practice reports to see overdue work, team workload and the practice’s financial position.

Practice workspace

Client management

Practice staff use the client list and client record to find work, documents and books for each client.

Prepare for the launch

Tell us what your team needs from accounting software

Register interest in SecureWire and ask us about the modules you need.