
Working with Timecard
Timecard is a web interface that allows for quick entry of timed, expense, and mileage slips. It is designed for your staff members who don't need access to the confidential financial data in your company, but want to be able to add their work into Billings Pro. Using Timecard, workers can remotely add slips via a browser and send them for approval. All slips created via Timecard must be approved before they are invoiced.
When you log in to Timecard, you are connected directly to the Billings Pro Server. All the data you enter into Timecard is automatically sent to the server. This data is made available to Billings Pro and Billings Pro Touch when they sync with the server.
To begin with, set up workers and allocate them privileges as necessary. Once this is done, link workers to the project in Billings Pro. When those workers log in to Timecard, they will see their list of projects. For each project, they will see their slips that they have not yet marked for approval.
- If you are using Billings Pro self-serve, then you can add workers in Billings Pro Server Admin as described below. If you are using Billings Pro Cloud, then you can add new users from your control panel. Click here for more information.
To add workers on Billings Pro Server Admin
- Launch Billings Pro Server Admin and click Workers.
- To add a worker, click the + button.
- In the sheet that opens, enter the details and click OK.
- Select the checkboxes for applications you want the worker to use.
Note: We envision that a manager who deals with important financial data in your company must have access to use Billings Pro, Billings Pro Touch, and Timecard; whereas, a staff member who does not need any confidential financial information must be given access to Timecard only.
- Link workers to a project in Billings Pro.
To link workers to a project
- In Billings Pro, create a new project or open an existing project.
- Click the Workers tab.
- Select the workers who will be working on the project. This will enable them to access and add slips to the project via Timecard.
- Log in to Timecard from your browser.
You can do one of the following:
- Go to https://CompanyID.marketcircle.com. Here, "Company ID" must be replaced by your own Company ID. Enter your username and password. Click Login.
- Go to https://serverip:7118/timecard. Here, serverIP must be replaced with the IP address of the server machine or the server name. Enter your credentials and click Login.
- Alternately, an admin user can go to the General pane of Billings Pro Server Admin, click the link under “Timecard” and share the link with workers who need access to Timecard. The worker can enter his/her credentials and connect to Timecard from their browser.
In the main window, the worker will see all active projects that he/she has been linked to. Clicking on the project name displays slips that have been set up and assigned to the worker, if any. There are buttons to create timed, mileage, and expense slips. You must create slips for the work you are doing and send them for approval upon completion.