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Billable Hours Tracker   Excel template (XLSM)
$45.00

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Billable Hours Tracker (Excel XLSM)

File Type: Excel template (XLSM)

$45.00
This Accounting tool was crafted by an Accountant and Financial Modeler with over 10+ years of global experience. He has served 750+ clients, from small family offices to billion-dollar corporations, across a multitude of industries.
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DESCRIPTION

This product (Billable Hours Tracker) is an Excel template (XLSM), which you can download immediately upon purchase.

This is an hourly time tracker for consultants or what have you to keep track of the time they spend on various clients as well as various projects and keep track of the hourly billing rate therein. It can be used in billing and reporting for all kinds of purposes.

I still use this to this day to track time that I bill to clients as well as jobs from smarthelping (I built it in 2017). The general structure is a standard database with data entry and then reporting summaries.

The data inputs per row include:

•  Date
•  Client (define up to 250 client names in the validation tab and they show up in the dropdown menu here)
•  Rate/Hr (billing rate)
•  Job Description
•  Job Status (All, In Progress, Billed, Paid, Dispute, Other)
•  Start Time, End Time (defaulted to ‘now' so when you copy/paste value only it will lock in the start time/end time.
•  Total Hours (formula)
•  Total earnings
•  Detail / notes

Based on the above data entry, the following reports will be displayed:

Detailed Summary – This lets the user define the client (or all) and the status (or all status types) and a start date. It will then show the current week billings by status type as well as the past two weeks per status type and the totals. A visual also shows. This runs off a macro that is used to update the data that meets the criteria entered.

Bucket Totals – This is an on-going persistent report that shows the value of billings for each client that fall into each status. I use this tab the most.

Monthly Summary – Enter a time frame (weekly, monthly, or annual) and a client (or all) and see the hours total, billed hours, paid hours, and in-progress hours for each period (up to 80 periods)

Schedule – A generic format to track meetings for each week.

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in Hours Tracker Excel: Billable Hours Tracker Excel (XLSM) Spreadsheet, Jason Varner | SmartHelping


$45.00
This Accounting tool was crafted by an Accountant and Financial Modeler with over 10+ years of global experience. He has served 750+ clients, from small family offices to billion-dollar corporations, across a multitude of industries.
Add to Cart
  

OVERVIEW

File Type: Excel xlsm (XLSM)
File Size: 420 KB

ABOUT THE AUTHOR

Additional documents from author: 163

I graduated in 2011 with a Bachelors degree in Accounting. From there, I worked at a few small businesses doing financial reporting and some bookkeeping. After a few years of that, I started doing freelance financial consulting work on Elance and Upwork.

After over 400 jobs completed with a 100% success rate, I now run my own modeling/consulting practice and continue to build new financial models every few weeks. [read more]

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