Routines / Timesheet to Invoice
Timesheet to Invoice
She bills the end client under any vendor management system invoicing rules and sends the invoice in QuickBooks or Xero with the period and purchase order number.
How this routine works
Works with
Bullhorn
Avionté
Greenhouse
Ceipal
QuickBooks
Xero
ADP
Gmail
Outlook
Google Drive
- 1
A signed timesheet arrives
The routine starts each time a timesheet signed by the client arrives by email or is marked final in your time system. Jane matches it to the placement in your applicant tracking system.
- 2
Jane applies the rates
Jane applies the bill rate, overtime and expenses on the placement. She bills the end client under any vendor management system invoicing rules.
- 3
The invoice is in your books
Jane sends the invoice in QuickBooks or Xero to the end client with the period and the purchase order number.
Questions about Timesheet to Invoice
What does the Timesheet to Invoice routine do?
It turns each approved timesheet into a draft invoice in QuickBooks or Xero, at the bill rate on the placement, for a person on your team to approve.
Does Jane send invoices to clients?
No. She drafts them in your accounting system. A person approves each invoice before it goes to the client.
Our timesheets come as emails and screenshots. Will that work?
Yes. Jane reads emailed timesheets, PDFs and screenshots of time records, and matches each one to the placement in your ATS before drafting the invoice.
Which systems does it work with?
QuickBooks and Xero for invoicing, Bullhorn and most other applicant tracking systems for placements and rates, ADP and other time systems, and your Gmail or Outlook mailbox.