Practice · Octotax for Accountants
Timesheets, WIP and billing
Log time on a weekly grid, value it at your rates, and see which clients are ready to invoice or under-recovering.
Logging time
- Choose Timesheets in the sidebar.
- Click and drag down a day on the grid to mark the time.
- In Log time, check the Start and Duration, choose a Client (or leave it blank for internal time) and an Activity, add Notes and choose Log time.
Choose an entry to edit or delete it. Use the arrows or This week to move between weeks. Owners can choose a colleague to view their timesheet, read only.
Billing
Billing values chargeable time against your fees and tracks what you've billed. Owners see it, and staff only if an owner has switched on WIP and billing access. Choose Rates to set charge-out rates and the date WIP is tracked from.
Octotax doesn't raise invoices. Invoice from Xero, QuickBooks or Sage as usual, then record it in Billing with your invoice number. See the billing guide.
Related guides
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