Chapter 9

Creating Bundles, Managing Users, and Tracking Time

IN THIS CHAPTER

Bullet Working with bundles

Bullet Managing user privileges in Essentials and Plus companies

Bullet Implementing time tracking

Bullet Applying billable time to invoices

Bullet Recording billable expense entries

An Essentials subscription or higher adds new features and functionality, some of which I discuss in Chapter 8. I lead this chapter off with a discussion of the bundle feature that you can use to streamline your invoicing process by being able to add two or more items to an invoice with a single selection. From there, I show you how to control the amount of access that you can grant to users in Essentials or Plus companies. (I cover managing users in Advanced companies in Chapter 13.)

Then I delve into the Time Tracking feature, which also requires an Essentials subscription or higher and can help streamline both payroll- and invoicing-related tasks. Time tracking enables you to create billable time entries, which I show you how to ...

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