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  • Using GTD to track client billing and hours

    Has anyone found a way to incorporate GTD for keeping track of client hours and billing. I am an accountant and, just like lawyers, need to send out invoices to my clients where I bill them at an hourly rate and the invoice details all the work that we are billing for. I would like to be able to choose a client, either on the page or on the computer, and be able to see everything I have done for that client. Do I make that client a project? Any ideas would be helpful.
    Thanks

  • #2
    There are software packages specifically designed for that aren't there? I'm thinking of one called Time-Slips. I've never used it so I can't comment on its effectiveness. Also, I've heard that Quickbooks or Simply Accounting has a time/billing section to it.

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    • #3
      Thanks for the reply. I am aware of time keeping and billing software. In fact I use one of them now. I guess my concern is double entry. I am keeping good notes in order to apply the GTD system, but nothing ends up in one place. It is spread all over Outlook by context. When I do my billing, I have to find it all and re-enter it into the billing software. This seems like it is not needed. So, I thought there might be a trick or something that would allow me to get my needed information for billing while I am implimenting GTD.

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      • #4
        TimeMatters + BillingMatters

        Take a look at TimeMatters and its time-keeping/billing counterpart, BillingMatters. www.timematters.com

        They've just released version 6, which is a major upgrade from previous versions. Rock-solid program with a feature list too long to post.

        You'll find a very active user forum, primarily consisting of attorneys and accountants. I've used TimeMatters for years to manage my case-load (attorney) and don't know what I would do without it. Combines contact, ToDo, case ("projects), events, notes, email, phone calls, into one database that lets you see everything you've ever done for a client/project. Tightly integrates with MS Office and Acrobat/PDF.

        There are a few TimeMatters users on this forum that need to be drawn out of the wood-work to tell how they've used GTD with TimeMatters, so maybe this will do it?!

        I have no affiliation with the company other than being a satisfied user (my firm has a 10 user license). Oh, it also syncs with your Palm/PocketPC and you can set up a remote laptop version that does synchronized bi-directional data transfers.

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        • #5
          Re: Using GTD to track client billing and hours

          Originally posted by Guest
          Has anyone found a way to incorporate GTD for keeping track of client hours and billing. I am an accountant and, just like lawyers, need to send out invoices to my clients where I bill them at an hourly rate and the invoice details all the work that we are billing for. I would like to be able to choose a client, either on the page or on the computer, and be able to see everything I have done for that client. Do I make that client a project? Any ideas would be helpful.
          Thanks
          Try TimeSlice http://www.timeslice.us/ is available for Mac and Windows and has application/document tracking built it. It can generate invoices, and manage a budget for a particular project. It is easy to just open a file for that day, log ALL actions performed in ALL applications. I use it to monitor my productivity. It has been active for over 10 years and the developer is very open to user ideas. One other thing, it is networkable, so if you have three or four licenses, you can manage all user activity. This functionality is free.

          Particular files can be assigned to clients, so implementing GTD is quite easy.

          I have been a user for many years, but the recent application tracking feature has made this a must have application for my mac.

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          • #6
            Thanks DonaldN. Could you give me some insight as to how to use the software with GTD. I am already using the Outlook GTD addin and love it. In fact, I love the whole GTD system. It has made a world of difference. If I could work a time and billing system into what I am already doing, I will be very happy.

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