Temporic

Help

Temporic help

How to log time, get weeks approved, run payroll and invoice clients in Temporic. Pick a topic below.

Projects and clients

Projects are what your team logs time to; clients are who you bill. Set them up once and every hour lands in the right place for reports, payroll and invoices.

Who this is for: Admins and managers, who set up projects and clients.

Create a project

  1. 1.Open Projects and click New project.
  2. 2.Enter the Project name and pick the Client.
  3. 3.Tick Is billable? if you bill this work, and set a Default hourly rate.
  4. 4.Optionally add a budget and a description, then click Create project.

Example: Brightline Studio creates "Harbor Coffee Co. rebrand" for the client Harbor Coffee Co., billable at $95 an hour.

Choose who can log to it

Open the project's ⋯ menu and choose Manage team. Add the people who work on it; you can give each one their own Rate on this project. Once a project has a team, only the people on it see it and can log to it. A project with no one assigned is open to everyone.

You can also assign projects from a person's row on People, using Projects in its ⋯ menu.

Budgets

Under Budget settings, record a budget as money (Budget amount), hours (Budget hours) or both. Choose Total project budget for a fixed engagement or Monthly reset for a retainer. The budget shows in the Budget column on Projects; hours by project for any period are on Reports → Projects & billing.

A client with several agreements

When one client has separate agreements, such as development work at one rate and a monthly support allowance at another, give each agreement its own project. Your team picks the project that matches the work; budgets, burn and invoices stay separate without anyone handling contract numbers.

  1. 1.Create one project per agreement for the same client. Name it by the kind of work, such as "Customer Portal – Development" and "Customer Portal – Support", not by contract number, so a renewal doesn't need a new project.
  2. 2.Set each project's Default hourly rate. Use Total project budget for a fixed-value agreement and Monthly reset for an allowance that renews each month.
  3. 3.Your team logs time to the project that matches the work. A day with both kinds of work is two rows on the timesheet.
  4. 4.Follow each agreement on Reports → Projects & billing under Project burn. Choose Last month or a custom end date to see an earlier month's monthly usage.
  5. 5.To invoice, pick the client and add approved hours. Each project and rate gets its own line; put the purchase order in Reference. For one invoice per agreement, tick only that project's entries.

Work counts in the month it was done, not when it was submitted, so late September hours never use October's allowance. When an agreement's value changes, edit the project's budget; the change is recorded. One time entry belongs to one agreement, so split mixed work into separate entries.

Add clients

  1. 1.On Projects, choose the Clients tab and click Add client.
  2. 2.Enter the Client name, and for invoicing their email, billing address and tax ID if they have one.
  3. 3.Save. The client is now available when you create projects and invoices.

The client's email is where invoices are sent, and the billing address prints under Bill to on every invoice.

Built-in categories

Every workspace has these four, with no setup:

General work
Meetings, email, admin.
Training & development
Courses and other learning.
Time off (PTO)
Vacation, personal days and other paid leave, from approved requests.
Sick time
Sick leave and medical appointments, also from approved requests.

Good to know

  • There's no limit on projects or clients.
  • Deleting a project keeps the time already logged to it on the timesheets it belongs to.
  • New entries take their billable setting from the project. See for how the hourly rate is chosen.
  • Employees don't see the Projects page; they see their assigned projects on their timesheet.