1. Configure the CONST worksheet values per client.
2. Tweak the HOURS worksheet values as necessary.
3. Switch to the worksheet corresponding to the current month.
4. Enter a start time (in 24-hour format) in the Start column for the work day.
5. When finished working, enter the stop time in the End column.
6. Add activity notes; use column I for task numbers.
7. Switch to the Invoice worksheet at month end.
8. Type CTRL+a to select the Invoice worksheet contents.
9. Export as PDF.
10. Email PDF to client.
11. ???
12. Profit.
Create a directory structure with the current tax year and create one spreadsheet per client within that directory (e.g., "2014").
[1]The spreadsheet uses LibreOffice Calc--it will not work in Excel without modifications to the cross-references.
[2]There are only five time-slots per day; if the day is broken up further, perform some time math to use only five segments.
Comments
I created a custom spreadsheet[1] that performs various calculations[2].
Download: http://www.mediafire.com/download/i30sbhkeqacci42/timesheet....
To use it:
Create a directory structure with the current tax year and create one spreadsheet per client within that directory (e.g., "2014").[1]The spreadsheet uses LibreOffice Calc--it will not work in Excel without modifications to the cross-references.
[2]There are only five time-slots per day; if the day is broken up further, perform some time math to use only five segments.