A rep's travel claim
You end withan expense approved
1 screen · about 3 min
For HR, managers
People and HR · ERPNext live demo
Hours that reach the invoice: a live ERPNext demo
From Timesheet to Sales Invoice, on the real ERPNext screens of a demo company, with a guide on each step.
- No sign-up
- No card
- No account
Timesheet
- Company
- Mith Demo Traders
- Step
- 1 of 2
Hours booked on a project's task, and what they're worth at the activity's billing rate.
You end with an invoice raised2 screens · about 3 minFor HR, managersFits Real estate, Financial services
What this flow is
When you sell work by the hour, the hours have to be recorded against the job and billed, and you need to know which jobs make money.
Here hours are booked on a timesheet against a project task, with what they're worth at the activity's billing rate. The invoice is made from the timesheet, and ERPNext's project profitability report shows what each job earned and cost.
Before and after
| Without it | With it |
|---|---|
| Hours remembered at month end | Hours booked against the task |
| Billable time missing from the invoice | The invoice made from the timesheet |
| Rates applied by hand | A billing rate per activity |
| No idea which jobs pay | Profit per project in one report |
Screen by screen
Each step is a real ERPNext screen in the demo company. FlowMentor points at what to fill in.
Timesheet
Hours booked on a project's task, and what they're worth at the activity's billing rate.
Sales Invoice
The bill: what the customer owes for the sale, posted to the books as income when it's submitted.
Inside the demo company
Mith Demo Traders, a made-up company that makes and sells kettles and toasters. It isn't GST-registered, so its documents carry no tax.
Four hours of installation on the showroom fit‑out project are booked for you; you bill them. The project profitability report is explained on screen.
You're signed in as a demo visitor. Nothing is emailed, and what you make is removed 15 minutes after you finish.
Who uses it
And what each of them gets from it.
Team members
Book hours to the task they worked on.
Project managers
See hours against each project.
Accounts
Bill exactly the hours booked.
A guide on every screen
FlowMentor is our guide app for ERPNext. On each screen it points at the field to fill and the button to press, one step at a time, so you can finish the flow without training. It runs on the real screens, not a video.
- One screen at a time
- Points at the field and the button
- On the real ERPNext screens
Set up for your business
The demo shows the plain flow. In a real project we set it up to how you work.
- Activity types and billing rates
- Projects and tasks per customer
- Costing rates for internal cost
- Material issued to a project
- Milestone or fixed-price billing
See the whole journey
Flows that go with it
Questions about this flow
Yes. Each activity type has its own billing rate, and an employee can have their own rate for an activity.
Yes, for cost: mark them non-billable and they're costed to the project without reaching the invoice.
Yes. Stock issued against the project adds to its cost.
Yes. Bill a fixed amount when a milestone is reached, with or without timesheets.