Time tracking and work in progress

Commercial tools show how the practice makes money — the hours you work, the value sitting unfinished, and the proposals that turn into engagements.

Logging time

1. Go to Commercial → Time.
2. Click Log time.
3. Pick the client (optional), date, minutes and activity type.
4. Enter an hourly rate if you want the value calculated.
5. Mark it billable or not.
6. Save.

The page shows your billable hours and billable value for the current month.

Work in progress (WIP)

1. Go to Commercial → Work in progress.
2. Add WIP for a client — a description and an amount (for example, Year-end accounts — in progress, £750).
3. WIP shows the unbilled value sitting in the practice, grouped by client.

As work completes:

• Mark an item Ready to invoice.
• Click Create invoice — a draft invoice for that client is created with the WIP amount, and the WIP is marked invoiced.

Tips

• Log time as you go — retrospective logging is never accurate.
• Keep WIP descriptions clear so the invoice reads well when it's created.
• Use the WIP totals to see which clients hold the most unbilled value.

Related

• [Proposals and engagements](/guides/proposals-engagements)
• [Creating an invoice](/guides/creating-an-invoice)