Billable Time in Wrike
|
Availability: Pinnacle. ; Unavailability: Free, Team, Business, Enterprise; |
The billable time setting allows you to set up the projects and tasks that your employees work on as billable or non-billable in one click. You can filter and group tasks and projects to see which ones you need to bill your customers or pay contractors for.
Billing type can be applied to:
-
Projects: Set the billing type when you create the project or change it later.
-
Tasks: When you create a task, the system automatically checks the billing type of the project that the task is housed within and sets the task billing type the same as that of the project. For example, if your billable project contains a folder and you create a task in that folder, the task will be set as billable by default. But you can manually change the task to non-billable.
Note
When you create a task in a folder that's tagged in both a billable and a non-billable project, this task will be set as billable by default.
-
Time entries: All entries inherit their billing type from their tasks. Unlike the billing type of tasks and projects, the time entries’ billing type can't be changed manually. But when you change the billing type of a task that has time entries, all its entries also automatically change their billing type.
Note
Billing type can't be applied to folders and spaces. Tasks that are created and housed only within folders or directly in spaces are non-billable by default. But you can change their billing type in Table view.
You can check whether a project or task is billable or non-billable by opening the item in Item view, clicking the three-dot menu in the upper-right corner, and scrolling to the bottom. You'll see a circled $ icon—if the icon is dark, the item is billable; if it's light, it's non-billable. You can also view billing type in Table view by adding the Billing type column. This column will show you at a glance which items are billable or non-billable. If you have the right permissions, you can update the billing type directly from either view.
All users who work on tasks in Wrike, except for collaborators, contributors and viewers, can track their working time using two ways:
-
By adding time entries in Timer.
-
By adding time entries in Timesheets.
When you add a time entry using either of the methods mentioned above, it’s automatically marked as billable or non-billable, depending on the task’s billing type.
Tip
Use Wrike’s mobile apps for Android and iOS to add time entries in timesheets on the go. In both apps, you can add Timesheets to the main screens for easy access and set up daily or weekly notifications that’ll remind you to add time entries.
Android users can also integrate Google Calendars with Timesheets and easily add time spent on meetings and other scheduled tasks. Plus, the Android app will automatically calculate the billable and non-billable time totals, provide a weekly summary, and highlight tasks that require attention.