Customers and projects

Under settings you can add customers and projects. Projects can also have sub-projects to get additional finesse in the time reporting. Time is always reported on a project or subproject, it is not possible to report time only on one customer. In the report Profit / Loss customer, you can then follow up how time has been reported on customers, projects and subprojects, see Reports.

For each project you specify which employees are allowed to report on the project, or you can allow everyone to report time on it.

You can also set an hourly rate for a project, rates are overlapping, a rate for a specific employee applies before a rate for all employees. Tariffs apply for a specific period that you specify.

If you take out salary documentation from Treks for import into a salary system, it is important that you enter the PaXML code for the project. The most common code is ARB, but consult your payroll administrator to enter the correct code if you are unsure.