| A |
A/R Aging in BigTime
|
Accounting
|
Accounting Periods in BigTime
|
| Accounts Receivable |
A/R Aging in BigTime
|
Invoicing/Billing Data
|
Manual Data Sharing
|
The BigTime Nightly Sync
|
Activating a System EMail
|
Activating Invoice Review
|
Activating the Vendor Bill Feature
|
Activity Rate
|
Activity Rates, Setup
|
Adding a New Project
|
Adding a New Sales Prospect
|
Adding Clients vs. Adding Projects
|
Adding New Contacts
|
Adding New Staff
|
Adding Projects to the QuickBooks Job List
|
Adding Projects/Jobs to BigTime
|
Adding QuickBooks Vendors as Staff
|
Adding Staff in QuickBooks
|
Adding/Editing Custom Fields
|
Additional Invoice (Setup) Options
|
Additional Invoice Formats
|
Additional Print Settings
|
Additional Resources
|
Additional Template Examples
|
Adjusting Client/Contact Information
|
Adjusting Expense Field Values
|
Adjusting Timesheet Field Values
|
| Adjustments |
Expense Entries
|
| Invoices |
Editing Invoices
|
Monthly Maximums
|
Time Entries
|
| Administrative Entry |
Administrative Entry
|
Aging, Receivables
|
Allocation
|
Allocation Budget
|
Allocation Budget Reporting
|
Allocation Budgets
|
Allocation Budgets and Microsoft Project
|
Allocation Budgets by Staff Member
|
Allowing QuickBooks to Calculate Taxes Automatically
|
Allowing Time/Expense Entry based on Team Lists
|
Allowing Users to Enter Quantity/Rate
|
Alternate Posting Formats
|
| Analysis |
Project Costing
|
| Staff Capacity |
Allocation Budget Reporting
|
Allocation Budgets
|
Staff Capacity Explained
|
| Utilization |
Allocation Budget Reporting
|
Staff Capacity Explained
|
Approving/Rejecting an Entire Timesheet
|
Approving/Rejecting Individual Entries
|
Assigning Budget Items to Staff Members
|
Assigning Staff to Management Groups
|
Assigning Staff/Managers
|
Auto-Advancing Financial Periods
|
Auto-Number
|
Auto-Numbering
|
Auto-Numbering Projects in BigTime
|
Auto-Text
|
Auto-Text (Notes)
|
Auto-Text Values
|
| Automatic |
Period Advancement
|
Automatically De-Activating BigTime Jobs
|
Automatically Updating the Current Period
|
| B |
Backing Up Your BigTime Database
|
| Backup |
Basics
|
Database
|
Library Documents
|
Restore, and
|
SQL Server
|
| Base Rates |
Billing Rate Setup
|
Grid Budgeting and Billing Rates
|
Basic Security Groups
|
| Basics |
Concepts Guide
|
Getting Around BigTime
|
Introduction to BigTime
|
| Batch |
Credit Card Processing
|
Timesheet Posting
|
Beyond Project Budgets: Using Tasks in BigTime
|
BigTime Basics
|
BigTime Database Files
|
BigTime Database Maintenance
|
BigTime Estimates and QuickBooks Classes
|
BigTime Library Files
|
BigTime Main Menu
|
| BigTime Monitor |
Basics
|
BigTime Monitor
|
BigTime Server Components
|
Startup
|
BigTime Online Installation
|
BigTime' s Reporting Wizard
|
BigTime Screen, Basic Navigation
|
BigTime Server Components
|
BigTime System Administrator
|
BigTime's Division of Labor
|
BigTime's EMail Notices
|
BigTime's Installed. Now What?
|
BigTime's Log Files
|
BigTime's Project List
|
BigTime's Project List Views
|
BigTime's Staff List Page
|
BigTime's Standard Security Groups
|
BigTime's Views
|
Billing Contact
|
Billing QuickBooks Vendor Expenses in BigTime
|
Billing Rate Setup
|
| Billing Rates |
Applying, when
|
Billing Rate Setup
|
Customizing
|
Grid Budgeting and Billing Rates
|
Setting by Labor Code
|
Setting by Project
|
| Setting by Staff Member |
Staff Billing Rates
|
Staff Rates, Setup
|
Billing Rates and Cost Rates
|
Budget Item
|
Budget Item Codes
|
Budgeting
|
Budgeting in BigTime
|
Budgeting Settings
|
| Budgets, General |
Budgeting
|
Budgeting in BigTime
|
Creating/Managing Project Budgets
|
| Budgets, by Project (Estimates) |
| Adding New |
Creating a Pipeline Budget
|
Creating a Simple Estimate Budget
|
Creating an Allocation Budget
|
| Editing |
Creating a Pipeline Budget
|
Creating a Simple Estimate Budget
|
Creating an Allocation Budget
|
Grid (by Team Role)
|
Invoicing
|
| Review Status |
Project Estimate Reporting
|
Review Time/Expense vs. Estimate Budget
|
Budgets, by Staff (Allocation)
|
| Budgets, by Staff (Allocation) |
By Project
|
| By Staff |
Allocation Budgets by Staff Member
|
Staff-Based Budgeting
|
by Week/Month
|
Periods
|
Rollup from Tasks
|
Budgets, Pipeline (Sales)
|
| Budgets, Pipeline (Sales) |
| Probability and |
Pipeline Stages
|
Using BigTime's Sales Pipeline
|
Prospects
|
Reporting and
|
Sales Status
|
| WIP (Work in Progress) |
Converting Sales Prospects
|
Pipeline Stages
|
Building in Extensibility
|
| C |
Calendar, Popup
|
Capacity
|
Car
|
Changing Database Login Data
|
Chapter Roadmap
|
Charge Card Expense Entry Setup
|
| Charge Offs |
Editing Line Items
|
Invoice Credits and Charge Offs
|
| Checks |
Linking Vendor Expenses
|
Understanding Expenses in BigTime
|
Class Integration
|
| Classes |
BigTime Estimates and QuickBooks Classes
|
QuickBooks Classes in BigTime
|
QuickBooks Integration
|
Client
|
| Clients |
Adding New
|
Changing/Moving
|
Codes
|
Consolidated Billing
|
Contact Info
|
Editing
|
Main Address
|
Clients/Projects
|
| Closing |
Periods
|
Projects
|
COGS Accounts and BigTime
|
COGS Accounts and Billable Expenses
|
Collaborating with the Project Diary/Document List
|
Collecting/Posting Corporate Charges
|
Color Scheme
|
Column Size, Label and Format
|
Common Custom Data Sources
|
| Company |
Backup
|
Setup
|
Company Logo/Address
|
Concepts Guide
|
| Configuration |
Configuration
|
Connecting BigTime to QuickBooks
|
Connecting to QuickBooks via Remote Monitor
|
| Connection |
Firewall Setup
|
Consolidated Invoicing
|
Consolidated Invoicing, Step-by-Step
|
| Contacts |
Client
|
Deleting
|
| Primary/Billing |
Adding New Contacts
|
Project Settings (Default)
|
| Contract Notes |
Creating Draft Invoices
|
Invoice/Contract Notes
|
Contract Term
|
Contract Terms
|
Converting Sales Prospects
|
| Copying |
Expense (Individual)
|
Expense Reports
|
| Project Information |
| Custom Billing Rates |
Custom Billing Rates
|
Custom Rates
|
Custom Field Values
|
Estimates
|
| Tasks |
Creating a Project Plan in BigTime
|
Project Templates
|
Team Members
|
Copying Old Expense Reports
|
Copyright Notice
|
Core Team
|
Corporate Card Expenses: Initial Setup
|
Corporate/Charge Card Integration
|
| Cost Center |
Cost Center
|
Cost Center Information
|
Cost Centers
|
Cost Center Information
|
| Cost Centers |
Cost Center
|
Cost Center Information
|
Cost Centers
|
Cost Factor
|
Cost Factors and Project Costs
|
Cost of Goods Sold
|
| Cost of Goods Sold |
| Expense Category, Linking |
COGS Accounts and BigTime
|
COGS Accounts and Billable Expenses
|
Cost Rate
|
Costs
|
| Creating |
| Clients |
Adding a New Project
|
Adding Clients vs. Adding Projects
|
| Expenses |
Entering Expenses
|
Understanding Expenses in BigTime
|
| Invoices |
Invoice Templates
|
Invoicing, Step-by-Step
|
Lists/Lookup Values
|
| Projects |
Adding a New Project
|
Importing Projects/Jobs from QuickBooks
|
| Staff Members |
Adding New Staff
|
Staff Integration Screen
|
Time Entries
|
Creating a Default Reviewer List
|
Creating a Pipeline Budget
|
Creating a Project Plan in BigTime
|
Creating a Project Team
|
Creating a Sales Prospect
|
Creating a Simple Estimate Budget
|
Creating a Template File
|
Creating an Allocation Budget
|
Creating an Invoice Document
|
Creating an Offline Timesheet
|
Creating Client-Specific Auto-Format Values
|
Creating Draft Invoices
|
Creating Management Groups
|
Creating Memorized Report Groups
|
Creating New Security Groups
|
Creating New Trust Accounts in QuickBooks
|
Creating Vendor Bills
|
Creating/Managing Project Budgets
|
Creating/Posting a Credit Card Expense Report
|
Creating/Printing Invoice Documents
|
Credit Card Expenses
|
| Credit Card Purchases |
Charge Card Expense Entry Setup
|
| Entry (in BigTime) |
Corporate/Charge Card Integration
|
Understanding Expenses in BigTime
|
Importing (From QuickBooks)
|
Posting (to QuickBooks)
|
Setup Employee Entry
|
Understanding Expenses in BigTime
|
| Credits |
| Invoicing |
Editing Invoices
|
Invoice Credits and Charge Offs
|
| Current Period |
Accounting Periods in BigTime
|
Auto-Advancing Financial Periods
|
| Custom |
Color Schemes
|
| Fields |
Custom Fields
|
Project Settings
|
Invoices
|
Logos
|
Reports
|
Skins/Themes
|
Custom Billing Rates
|
Custom Criteria
|
| Custom Fields |
Custom Fields
|
Custom Rate Priority
|
Custom Rates
|
Custom Report Data Sets
|
Customer Types/Project Codes
|
Customers, Jobs and Sub-Jobs
|
Customers, Projects, Employees and Vendors
|
Customizing PDF Reports
|
Customizing Your Invoice Document
|
| D |
| Daily Routine |
BigTime Main Menu
|
Timesheets
|
| Data |
Backup
|
Restoring
|
| Database |
Backup
|
Restore
|
| Setup |
BigTime Database Files
|
SQL Server Installation
|
Dataset Parameter Listing
|
Date, Picking
|
| Deactivating |
| Codes/Categories |
Editing Expense Categories
|
Editing Labor Codes
|
List/Lookup Values
|
in QuickBooks
|
| Projects |
Inactive Project
|
Production Status Codes (Active/Inactive Projects)
|
Staff Members
|
Default Database Login Information
|
Default Tax Rate
|
Defaults
|
| Deleting |
Clients
|
Credit Card Expenses
|
Expense Reports
|
Invoices
|
Projects
|
Staff Members
|
Time Entries (Submitted)
|
Deleting Contacts
|
Deleting Credit Card Bills
|
Deleting Existing Projects
|
Deleting Expense Reports
|
| Design |
Reports
|
Detail (No Staff)
|
Detail (with Staff)
|
Different Users Equate to Different Security Roles
|
| Director |
BigTime's Standard Security Groups
|
Entering Time
|
Restricting a Manager's Staff List
|
| Display Name |
Display Name
|
Display Name Examples
|
Display Name, an Introduction
|
Display Name Examples
|
Display Name, an Introduction
|
| Documentation |
Conventions
|
Overview
|
Documents, General
|
| Download |
Updates
|
Draft Invoice
|
| Draft Invoice Workflow |
Draft Workflow
|
Invoicing Workflow Options
|
Draft Invoices
|
Draft Workflow
|
Drill Down List
|
Dropping vs. Deleting an Entry
|
| E |
| Editing |
Client Information
|
Expense Entries
|
| Expense Entries |
Rejected
|
Submitted
|
Invoice Formats
|
Invoices
|
| Projects |
General Information Page
|
Getting Around the Project Dashboard
|
Staff Information
|
Status Codes
|
| Time Entries |
Rejected
|
Submitted
|
Editing a Specific EMail Message
|
Editing Activity Rates
|
Editing Auto-Text Values
|
Editing Expense Categories
|
Editing Invoice Line Items
|
Editing Invoice Templates
|
Editing Invoices
|
Editing Labor Codes
|
Editing Line Items
|
Editing Report Data
|
Editing Staff Rates
|
Editing System Security Rights
|
Editing Tasks
|
Editing Templates
|
Editing Time/Expense Data
|
Editing Time/Expenses
|
Editing Unit Rates
|
| EMail |
EMail Integration Settings
|
EMail Notification
|
EMailing Invoice PDFs
|
EMail Integration
|
EMail Integration Settings
|
EMail Notification
|
EMailing Invoice PDFs
|
EMailing Your QuickBooks Invoices
|
Employee Expense
|
| Employees |
Adding New
|
| Billing Rates |
Editing Staff Rates
|
Staff Billing Rates
|
Capacity
|
Cost Rates
|
Deleting
|
Editing
|
Expenses
|
Management Groups
|
Managers
|
Time History
|
Entering Expenses
|
Entering Service Fees
|
Entering Time
|
Entering Time by Task
|
Entering Time/Expenses
|
| Entry |
Budgets
|
Tasks
|
Timesheets
|
Error Log
|
Error Messages
|
Estimate-Based / Fixed Fee Invoices
|
Estimates vs. Task Lists
|
Estimating
|
Examining Time/Expense History
|
Excel
|
Expense Categories
|
Expense Category
|
Expense Detail Only
|
Expense Entry Configuration
|
Expense Entry Examples
|
Expense Entry Formats
|
Expense Estimates
|
Expense Markup Settings
|
Expense Reports
|
Expense Review, EMail Integration
|
Expense Review/Approval
|
| Expenses |
Adding for Other Users
|
Adding New
|
Categories
|
Copying
|
Editing
|
| Editing |
Rejected
|
Submitted
|
Examining Time/Expense History
|
Expenses
|
Expenses:Service Fees
|
History
|
Invoicing
|
Marking Up
|
Posting to QuickBooks
|
Review/Approval
|
| Review/Approval |
Settings
|
Submitting
|
Tax
|
| Tax |
| GST |
GST/VAT Tax Entry
|
Sales Tax "Label"
|
Sales Taxes
|
| VAT |
GST/VAT Tax Entry
|
Sales Tax "Label"
|
Sales Taxes
|
| Expenses, Vendor/Pass-Through |
| Importing |
How QB Vendor Expenses Are Imported
|
Importing QuickBooks Expenses for Invoicing
|
Setting up Expense Imports
|
| Invoicing and |
Billing QuickBooks Vendor Expenses in BigTime
|
Importing Vendor Expenses, Step-by-Step
|
Linking Vendor Expenses
|
Markup
|
Service Fees
|
Understanding Expenses in BigTime
|
Exporting Reports to Word/Excel
|
| F |
Field/Lookup Values
|
| Fields |
| Custom |
Adding/Editing Custom Fields
|
Custom Fields
|
Lookup Lists
|
Settings
|
| Filtering, on Screen |
BigTime's Project List
|
BigTime's Views
|
Standard BigTime Controls
|
Filtering, Reports
|
Filtering, Seek/Find
|
| Find, on Staff List |
BigTime Screen, Basic Navigation
|
BigTime's Staff List Page
|
| Find, Project |
Searching for Projects with the Find Menu Item
|
Searching for Specific Projects
|
Find, Smart Lookup Fields
|
Firewall (Setup)
|
Firewall Settings
|
Fixed Fee (Percent Complete)
|
| Flat Fee |
Estimate-Based / Fixed Fee Invoices
|
Monthly/Recurring Fee Invoices
|
Formats
|
| G |
| General Info |
Concepts Guide
|
General Information Page
|
General Information Page
|
General Status and Deleting Staff Members
|
Getting Around BigTime
|
Getting Around the Monitor
|
Getting Around the Project Dashboard
|
Getting Around This Chapter
|
Getting Help in BigTime
|
Getting Help with Customizations
|
Getting Started
|
Getting Started with BigTime
|
Granting Management Authority to Users
|
Granting User Rights
|
Grid Budget Status
|
Grid Budgeting
|
Grid Budgeting and Billing Rates
|
Grid Budgeting Setup
|
Grid Format
|
Grid Formats
|
Grouping/Sorting
|
| Grouping/Sorting, Invoices |
Creating an Invoice Document
|
Invoice Sub-Totalling
|
Sub-Totalling
|
Grouping/Sorting, Project List
|
Grouping/Sorting, Reports
|
| GST |
Default Tax Rate
|
Sales Taxes
|
GST Entry
|
GST Posting (QuickBooks Canada)
|
GST Posting in QuickBooks 2008 (or Higher)
|
GST Posting, Before 2008
|
GST/VAT Tax Entry
|
| H |
Hardware/Software Requirements
|
Help
|
| Help |
Contacting Support
|
How Do I
|
On-Screen
|
Online Resources for
|
Professional Consulting
|
Hide, Inactive Records
|
Hide, Information Boxes
|
Hiding HR/Accounting Information
|
Hiding Main Menu Items
|
| History, Expenses (by Project) |
BigTime's Staff List Page
|
Examining Time/Expense History
|
History, Invoices (by Project)
|
History, Time (by Project)
|
| History, Timesheet (Staff) |
BigTime's Staff List Page
|
Posting Timesheets
|
| Hourly Billing Rates |
Billing Rate Setup
|
Grid Budgeting and Billing Rates
|
Hourly Cost Rates
|
House Account
|
How are Labor Codes and Service Items Different?
|
How QB Vendor Expenses Are Imported
|
How-Do-I Reports
|
HR/Accounting Info
|
| I |
Importing History from QuickBooks
|
Importing Invoices from QuickBooks
|
Importing Offline Files
|
Importing Projects/Jobs from QuickBooks
|
Importing QuickBooks Estimates
|
Importing QuickBooks Expenses for Invoicing
|
Importing Vendor Expenses, Step-by-Step
|
Inactive Jobs
|
Inactive Project
|
Inactive Staff Member
|
Including Inactive Projects
|
| Information Box |
BigTime Screen, Basic Navigation
|
Information Box
|
Installation
|
Installation Step-by-Step
|
Installing QuickBooks on a Separate Machine
|
Installing the Remote Monitor
|
Integration Basics
|
Internal ("House Account") Projects
|
Internet Access
|
Internet Access, BigTime and
|
Introduction to BigTime
|
Invoice Creation
|
Invoice Credits and Charge Offs
|
| Invoice Document |
Creating an Invoice Document
|
Creating/Printing Invoice Documents
|
EMailing Invoice PDFs
|
Invoices vs. Invoice Documents
|
Invoice Draft/Review Settings
|
Invoice Footers
|
Invoice Integration Settings
|
Invoice Line Item
|
| Invoice PDF |
Creating an Invoice Document
|
Creating/Printing Invoice Documents
|
EMailing Invoice PDFs
|
Invoices vs. Invoice Documents
|
Invoice Review EMail Settings
|
Invoice Sub-Totalling
|
Invoice Template
|
Invoice Templates
|
Invoice Terms
|
Invoice Terms and Monthly Maximums
|
Invoice/Contract Notes
|
Invoices
|
Invoices vs. Invoice Documents
|
Invoices, Timesheets and Expenses
|
Invoicing
|
| Invoicing |
| Accounts Receivable and |
A/R Aging in BigTime
|
Invoicing/Billing Data
|
Auto-Numbering
|
Basics
|
by Date Range
|
Credits
|
Deposits
|
Editing
|
Editing (Expenses)
|
Editing (Time)
|
| EMailing |
EMailing Invoice PDFs
|
EMailing Your QuickBooks Invoices
|
Why Create Invoice PDFs?
|
| Employee Expenses |
Creating Draft Invoices
|
Invoicing Expenses in BigTime
|
Estimates and
|
History
|
Importing from QuickBooks
|
| Line Items |
Editing Invoice Line Items
|
Editing Line Items
|
Selecting an Invoice Format
|
| Only Approved Time/Expenses |
Invoicing only Approved Time/Expenses
|
Reviewing Time by Project
|
Paid Status and
|
Printing
|
QuickBooks (posting styles)
|
| QuickBooks (posting) |
Invoices
|
Posting Consolidated Invoices to QuickBooks
|
QuickBooks (settings)
|
QuickBooks (vs. BigTime)
|
| Reimbursable Expenses |
How QB Vendor Expenses Are Imported
|
Invoicing Expenses in BigTime
|
| Retainers |
Monthly/Recurring Fee Invoices
|
Retainer Invoices
|
| Review/Approval |
Activating Invoice Review
|
Creating a Default Reviewer List
|
Management Review
|
| Step-by-Step |
Invoice Draft/Review Settings
|
Invoicing in BigTime, an Overview
|
Invoicing Workflow Options
|
Invoicing by Date Range
|
Invoicing Expenses in BigTime
|
Invoicing in BigTime, an Overview
|
Invoicing only Approved Time/Expenses
|
Invoicing Service Fees
|
Invoicing Workflow Options
|
Invoicing, Consolidated
|
Invoicing, Contract Terms and
|
Invoicing, Project Setup
|
Invoicing, Step-by-Step
|
| Invoicing, Subtotals |
Invoice Sub-Totalling
|
Sub-Totalling
|
Invoicing/Billing Data
|
Items, Accounts and Expense Categories
|
| Items, Expense Categories |
Expense Categories
|
Items, Accounts and Expense Categories
|
| Items, Invoice Line Items |
Editing Invoice Line Items
|
Editing Line Items
|
Items, Labor Codes
|
| J |
| Job Costing |
Budgeting
|
Cost Factors and Project Costs
|
Project Estimate Reporting
|
View: Cost to Date
|
View: Margin (Estimates)
|
| K |
Key Rights in BigTime
|
| L |
Labor Code
|
Labor Codes
|
Labor Codes vs. Service Items
|
Library
|
Line Item Functions
|
Line Item Variables
|
Linking Vendor Expenses
|
List vs. Transaction Data
|
List/Lookup Values
|
Locking In Rates
|
Logging In
|
Logging Level(s)
|
Logging Time/Expenses Against Your Estimate
|
Login
|
Login Options
|
Lookup
|
| M |
Main Application Menu
|
Maintenance Information
|
Maintenance Updates
|
Making Payments from Trust Accounts
|
Management Groups
|
Management Review
|
Management Tab
|
| Manager Approval |
Manager Approval
|
| Managers/Directors, Security Role |
BigTime's Standard Security Groups
|
Restricting a Manager's Staff List
|
Managing "My Tasks"
|
Managing Monitor from Your Desktop
|
Manual Data Sharing
|
Manually Installing the BigTime Database
|
Manually Transferring Projects from QuickBooks
|
Mapping Projects/Service Items
|
Master Projects
|
Meals, Employee
|
Memorized Report
|
Memorized Reports
|
Memorizing a Report
|
Memorizing an Invoice Style
|
Memorizing Reports
|
| Menus |
BigTime Main Menu
|
Getting Around the Project Dashboard
|
Hiding Main Menu Items
|
Merging
|
Merging Projects
|
Merging User-Specified Parameters
|
Messages, Error
|
Microsoft Excel
|
| Microsoft Excel |
Exporting Reports
|
Microsoft Outlook
|
| Mileage |
Examining Time/Expense History
|
Mileage
|
Milestone Billing
|
Monthly Maximums
|
Monthly/Recurring Fee Invoices
|
Moving BigTime to Another Location
|
Moving the BigTime Website
|
Moving Your BigTime Server
|
| Multi-Currency |
| Expense Entry and |
Multi-Currency Entry
|
Multi-Currency Expense Entry
|
QuickBooks and
|
Setup
|
Multi-Currency Entry
|
Multi-Currency Expense Entry
|
Multi-Currency Formats
|
Multi-Currency Setup
|
Multi-Currency Support
|
| My Project List |
My Projects vs. All Projects
|
Sorting/Grouping Options
|
Why Aren't All my Projects Listed?
|
My Projects vs. All Projects
|
| My Staff |
BigTime's Staff List Page
|
Creating Management Groups
|
Management Groups
|
Sorting/Grouping Options
|
My Staff List
|
| N |
Navigating Staff Information
|
| Navigation Basics |
BigTime Main Menu
|
BigTime Screen, Basic Navigation
|
Getting Around BigTime
|
New Account Setup
|
Nightly Sync
|
Notes on Editing Detail Entries
|
Notes on Editing Reports
|
Notes on the Add/Edit Estimate Screen
|
| O |
| ODBC |
Default Database Login Information
|
ODBC Setup
|
ODBC Setup
|
| Offline |
Offline Expense Entry
|
Offline Timesheets
|
Offline Expense Entry
|
| Offline Time/Expense Entry |
Offline Expense Entry
|
Offline Timesheets
|
Offline Timesheet
|
Offline Timesheets
|
Online (Hosted BigTime)
|
Online Limitations
|
Option #1: Creating a Simple (Desktop) Backup
|
Option #2: Regular (Scheduled) Backups
|
Option #3: Integrated SQL Server Backups
|
Other Base Rate Options
|
Outlook Plugin
|
| P |
Paying Your Fees from Trust Accounts
|
Payroll Filter
|
Payroll Items
|
Payroll Items/Levels
|
Payroll Types/Groups
|
| Payroll, Hourly Data and QuickBooks |
Payroll Items
|
QuickBooks and Overtime Pay
|
PDF Format
|
| Percent Complete |
Estimate-Based / Fixed Fee Invoices
|
Estimating
|
Period
|
| Period, Changing Current |
Accounting Periods in BigTime
|
Auto-Advancing Financial Periods
|
Picking Fields
|
Pipeline Budget
|
Pipeline Budgets
|
Pipeline Reports
|
Pipeline Stages
|
| PO Number |
Invoice/Contract Notes
|
PO Number Posting
|
PO Number Posting
|
Posting a GST Line Item to QuickBooks
|
Posting Charges as Credit Card Charges
|
Posting Consolidated Invoices to QuickBooks
|
Posting Employee Expenses
|
Posting Invoices to QuickBooks
|
Posting Multi-Currency Expenses to QB
|
Posting Timesheets
|
Posting Timesheets from BigTime
|
Preparing Your QuickBooks Data
|
Preparing Your System for Installation
|
Price
|
| Price Levels |
Billing Rate Setup
|
Grid Budgeting and Billing Rates
|
Primary Contact
|
Printing
|
Printing a Memorized Invoice
|
Printing Invoices
|
Printing Reports
|
Printing Reports in BigTime
|
Printing Reports, Step-by-Step
|
| Private Projects |
Allowing Time/Expense Entry based on Team Lists
|
Project Privacy
|
Protecting Client Contract Information
|
Production Status Codes (Active/Inactive Projects)
|
Project
|
| Project |
Adding New
|
Chart of
|
| Clients and |
Adding a New Project
|
Adding Clients vs. Adding Projects
|
| Customer Aging |
A/R Aging in BigTime
|
Invoicing/Billing Data
|
Deactivating
|
Deleting
|
In House (non-billable) setup
|
Merging
|
| QuickBooks and |
Adding Projects to the QuickBooks Job List
|
Projects
|
QuickBooks Classes and
|
Project (Team Based) Security
|
Project Budget
|
| Project Costing |
Budgeting
|
Cost Factors and Project Costs
|
Project Estimate Reporting
|
View: Cost to Date
|
View: Margin (Estimates)
|
| Project Dashboard |
Getting Around the Project Dashboard
|
Project Dashboard
|
Project Dashboard Reports
|
Project Descriptions
|
Project Diary
|
Project Document
|
Project Documents
|
Project Estimate Reporting
|
Project Information, Billing Rates
|
| Project Information, Budgets |
Budgeting
|
Creating/Managing Project Budgets
|
Project Information, Contacts
|
| Project Information, Custom Fields |
Custom Fields
|
Project Settings
|
Project Information, Invoice Format (selection)
|
Project Information, Invoices
|
Project Information, Project Note
|
Project Information, Tasks
|
| Project Information, Teams |
Creating a Project Team
|
Importing History from QuickBooks
|
Project Teams and the House Account
|
Project Integration Settings
|
Project Leads and the House Account
|
| Project List |
BigTime's Project List
|
View: Project List
|
Project Lookup Styles
|
Project Privacy
|
Project Rate Schedule
|
Project Settings
|
Project Settings (Default)
|
Project Start/End Dates
|
Project Status
|
Project Team Lead
|
Project Team Member
|
Project Teams and the House Account
|
Project Templates
|
Project Type Codes
|
| Projects |
Projects
|
Protecting Client Contract Information
|
Public (Internet) Access
|
Publishing Templates
|
| Purchases |
Linking Vendor Expenses
|
Understanding Expenses in BigTime
|
| Q |
QuickBooks
|
| QuickBooks |
| Accounts Receivable |
A/R Aging in BigTime
|
Invoicing/Billing Data
|
| Admin. User |
QuickBooks Admin User
|
QuickBooks Integrated Login
|
QuickBooks Login Basics
|
Setting Up the QuickBooks Connection
|
| Basics |
List vs. Transaction Data
|
QuickBooks Integrated Login
|
Classes and
|
| Client Integration |
Adding Clients vs. Adding Projects
|
Adding Projects to the QuickBooks Job List
|
Customers, Jobs and Sub-Jobs
|
Preparing Your QuickBooks Data
|
| Estimates |
Importing QuickBooks Estimates
|
Transaction Details
|
Expense Report Export
|
| Invoice Posting |
Invoices
|
Posting Invoices to QuickBooks
|
| Item List |
COGS Accounts and BigTime
|
COGS Accounts and Billable Expenses
|
Editing Expense Categories
|
How are Labor Codes and Service Items Different?
|
Items, Accounts and Expense Categories
|
Mapping Projects/Service Items
|
Replacing Labor Codes with QuickBooks Service Items
|
Using QuickBooks Items to Link Vendor Expenses to Budget Line Items
|
| Job Integration |
Adding a New Project
|
Adding Clients vs. Adding Projects
|
Preparing Your QuickBooks Data
|
Projects
|
Login/Linking
|
| Nightly Sync |
Manual Data Sharing
|
Nightly Sync
|
The BigTime Nightly Sync
|
Online Integration
|
Payroll Items
|
| Periods |
Accounting Periods in BigTime
|
Auto-Advancing Financial Periods
|
QuickBooks
|
Remote Integration
|
Settings
|
Timesheet Import/Export
|
| Troubleshooting |
Preparing Your QuickBooks Data
|
Troubleshooting
|
| Vendor (expense import) |
How QB Vendor Expenses Are Imported
|
Linking Vendor Expenses
|
| Vendor (timekeeper setup) |
Adding QuickBooks Vendors as Staff
|
Staff Members/Vendors
|
QuickBooks Admin User
|
QuickBooks and Overtime Pay
|
QuickBooks Classes in BigTime
|
QuickBooks Integrated Login
|
| QuickBooks Integration |
QuickBooks Integration
|
QuickBooks Integration, Worflow
|
QuickBooks Links and Vendor Expenses
|
QuickBooks Login (Server vs. Desktop)
|
QuickBooks Login Basics
|
QuickBooks Online Integration
|
QuickBooks Posting Formats
|
QuickBooks/BigTime Field Mappings
|
| R |
| Rate Filter |
Billing Rate Setup
|
Grid Budgeting and Billing Rates
|
Other Base Rate Options
|
| Rates |
Billing Rate Setup
|
Grid Budgeting and Billing Rates
|
Rebuilding/Re-installing
|
Receiving Client Retainers/Deposits
|
Recurring Expenses
|
Recurring Service Fees
|
| Recurring Transactions |
Expense Entries
|
Invoices
|
Service Fees
|
Regional Settings
|
Regional Settings (Australia)
|
Regional Settings (Canada)
|
Regional Settings (UK)
|
| Reimbursable Expenses |
Linking Vendor Expenses
|
Understanding Expenses in BigTime
|
| Reinstalling BigTime |
Moving BigTime to Another Location
|
Moving the BigTime Website
|
Rejected Expenses, Correcting and Resubmitting
|
Rejected Time, Correcting and Re-Submitting
|
Replacing Labor Codes with QuickBooks Service Items
|
Report Grouping Options
|
Report Settings/Filtering
|
Reporting
|
Reporting/Analysis
|
Reports
|
| Reports |
by Project
|
by Staff
|
Date/Period Filtering
|
Export to DOC
|
Exporting to XLS
|
| Reports, Custom |
Creating a Template
|
Data and
|
Editing
|
Publishing
|
| Reports, Memorized |
Adding
|
Deleting
|
Editing
|
Groups (add/edit)
|
Memorizing an Invoice Style
|
Memorizing Reports
|
| Representitive, Sales |
Creating a Sales Prospect
|
Project Settings (Default)
|
Restore Company Data
|
Restoring Your BigTime Database
|
Restricting a Manager's Project List
|
Restricting a Manager's Staff List
|
Retainer Invoices
|
Returning Very Large Datasets in Tabular Reports
|
Revenue, by Project
|
| Revenue, vs. Expenses per Project |
Examining Time/Expense History
|
Project Estimate Reporting
|
Review Time/Expense vs. Estimate Budget
|
Reviewing Expenses by Staff
|
Reviewing Time by Project
|
Reviewing Timesheet Details
|
| Rights Management |
Basic Security Groups
|
Key Rights in BigTime
|
Roles, Project Team
|
Roll-Up Tasks
|
Rounding, Time Entries
|
| S |
Salary
|
| Sales Pipeline |
Pipeline Budgets
|
Using BigTime's Sales Pipeline
|
Sales Reports
|
Sales Representitive
|
| Sales Tax |
Default Tax Rate
|
| GST |
GST Entry
|
GST/VAT Tax Entry
|
Sales Tax "Label"
|
Sales Taxes
|
Sales Taxes
|
| VAT |
GST/VAT Tax Entry
|
Sales Tax "Label"
|
Sales Taxes
|
VAT Entry
|
Sales Tax "Label"
|
Sales Tax Rates
|
Sales Taxes
|
Saving/Previewing a Custom Report
|
Scheduled Transactions
|
| Scheduled Transactions (DB) |
Scheduled Transactions
|
The BigTime Nightly Sync
|
| Search |
Searching for Projects with the Find Menu Item
|
Searching for Specific Projects
|
Searching for Projects with the Find Menu Item
|
Searching for Specific Projects
|
| Security |
Basic Security Groups
|
Key Rights in BigTime
|
Security and Staff Member Rights
|
| Security Restrictions |
Basic Security Groups
|
Key Rights in BigTime
|
Security Settings
|
| Security, by Project |
Allowing Time/Expense Entry based on Team Lists
|
Protecting Client Contract Information
|
Restricting a Manager's Project List
|
| Security, by Staff Member |
Creating Management Groups
|
Restricting a Manager's Staff List
|
Security and Staff Member Rights
|
Staff Management Groups
|
| Security, Permission Sets |
| Assigning User Roles |
Assigning Staff to Management Groups
|
Granting User Rights
|
Basic Security Groups
|
Key Rights in BigTime
|
Selecting a Timesheet that Fits
|
Selecting a View on Screen
|
Selecting an Invoice Format
|
Service Fee
|
Service Fees
|
| Service Items |
How are Labor Codes and Service Items Different?
|
Mapping Projects/Service Items
|
Replacing Labor Codes with QuickBooks Service Items
|
Using QuickBooks Items to Link Vendor Expenses to Budget Line Items
|
Setting up a Master Trust Bank Account
|
Setting up a Service Fee User
|
Setting up Asset/Liability Accounts
|
Setting up BigTime's Trust Fund Invoicing
|
Setting up Expense Imports
|
Setting up Initial Balances
|
Setting up Payroll Filters
|
Setting up QuickBooks for Trust Invoicing
|
Setting Up Service Fee Items
|
Setting Up the QuickBooks Connection
|
| Settings |
Account
|
Accounting Periods
|
| Auto-Numbering |
Auto-Numbering
|
Auto-Numbering Projects in BigTime
|
Formats
|
Auto-Text Values
|
Budget Type
|
Client
|
| Client Type |
Customer Types/Project Codes
|
Field/Lookup Values
|
Codes:Payroll
|
Cost Centers
|
| Credit Cards |
Charge Card Expense Entry Setup
|
Corporate/Charge Card Integration
|
Current Period
|
Custom Fields
|
| EMail |
Activating a System EMail
|
Editing a Specific EMail Message
|
EMail Integration Settings
|
EMail Notification
|
Estimate Item
|
Expense Codes
|
Expense Entry
|
Invoice
|
Invoice Types
|
| Invoicing Period |
Accounting Periods in BigTime
|
Auto-Advancing Financial Periods
|
Labor Codes
|
Management Groups
|
Project Team Roles
|
| Project Type |
Customer Types/Project Codes
|
Field/Lookup Values
|
QuickBooks
|
Sales Tax
|
| Staff Hourly (Payroll) Type |
Field/Lookup Values
|
Payroll Items
|
Status Codes
|
Timesheet
|
Vocabulary
|
Settings and Options
|
| Setup |
Basics
|
| Configuration/Options |
Configuration
|
Installation
|
| EMail |
EMail Integration Settings
|
EMail Notification
|
Manual Database Install
|
| Moving Your BigTime Install |
Moving BigTime to Another Location
|
Moving the BigTime Website
|
Pre-Install Checklist
|
| QuickBooks Connection |
Connecting BigTime to QuickBooks
|
QuickBooks Integrated Login
|
QuickBooks Integration
|
| Remote Monitor |
Installing QuickBooks on a Separate Machine
|
Installing the Remote Monitor
|
| Requirements |
SQL Server Requirements
|
System Requirements
|
SQL Server and
|
Shelves, Library
|
Smart Lookup Lists
|
SMTP Settings
|
Sorting/Grouping Options
|
Sorting/Grouping Options in Tabular Reports
|
Sorting/Grouping your Project List
|
Specialized Invoicing Requirements
|
Spreadsheet Format
|
Spreadsheet Formats
|
SQL Installation Step-by-Step
|
SQL Server "DBO" Requirement
|
SQL Server Installation
|
SQL Server Requirements
|
SQL Server User Requirements
|
Staff
|
Staff Billing Rates
|
Staff Capacity Explained
|
Staff Group
|
Staff Information, an Overview
|
Staff Integration Screen
|
Staff Integration Settings
|
Staff Management Groups
|
Staff Members vs. Contractors
|
Staff Members/Employees
|
Staff Members/Vendors
|
Staff Rate
|
Staff Rate "Names"
|
Staff Rates, Setup
|
Staff Security Rights
|
Staff Settings
|
Staff-Based Budgeting
|
Staff/Vendor Expense Account
|
Standard BigTime Controls
|
Status Codes
|
| Status, Billing |
Budgeting
|
Production Status Codes (Active/Inactive Projects)
|
| Status, Production |
Including Inactive Projects
|
Production Status Codes (Active/Inactive Projects)
|
Sub-Total Details
|
Sub-Totalling
|
Sub-Totalling the T&M Invoice
|
Submitted
|
Submitting Another User's Expenses
|
Submitting Another User's Time
|
Submitting Expense Reports
|
Submitting Expenses
|
Submitting Expenses, Step-by-Step
|
| Submitting Time |
Submitting Time
|
Submitting Time Step-by-Step
|
| Subtotals |
Invoice Sub-Totalling
|
Sub-Totalling
|
Support/Training
|
| System Administrator |
Granting User Rights
|
Login Options
|
The System Administrator Role
|
System Guide Introduction
|
System Permissions
|
System Requirements
|
System Vocabulary
|
| T |
| T&M |
Sub-Totalling the T&M Invoice
|
T&M
|
T&M Invoicing Explained
|
Time/Expense Invoices
|
T&M Invoicing Explained
|
| Tabs and Menus |
BigTime Main Menu
|
Hiding Main Menu Items
|
Themes/Skins
|
Task Lists
|
Task Order
|
| Tasks |
Adding, by Project
|
Adding, by Staff
|
| Assignments |
Editing Tasks
|
Managing "My Tasks"
|
Due Dates
|
Estimates and
|
| Microsoft Project and |
Beyond Project Budgets: Using Tasks in BigTime
|
Task Lists
|
Recording Time by
|
Sorting Task List
|
| Tax |
Default Tax Rate
|
Sales Taxes
|
Team Lead
|
| Templates |
Screens
|
The BigTime Nightly Sync
|
The BigTime Server
|
The Personal Information Page
|
The System Administrator Role
|
The Tools Menu
|
Themes
|
Themes/Skins
|
Time Entry Rounding
|
Time History
|
Time/Expense "Only" Invoices
|
Time/Expense Entry and Review Workflow
|
Time/Expense Entry Review
|
Time/Expense Invoices
|
Time/Expense Workflow Basics
|
Timesheet Period
|
Timesheet Review, EMail Integration
|
Timesheet Review/Approval
|
Timesheet Settings
|
| Timesheets |
Adding for Other Users
|
Editing, Rejected
|
Editing, Submitted
|
Entry by Estimate
|
Entry by Task
|
Formats, Selecting
|
History
|
Importing
|
| Labor Codes, on |
Labor Codes
|
Mapping Projects/Service Items
|
Posting to QuickBooks
|
Project Lookup Settings
|
| QuickBooks Service Items, and |
Labor Codes vs. Service Items
|
Mapping Projects/Service Items
|
| Review |
Reviewing Time by Project
|
Time/Expense Entry Review
|
Settings/Configuration
|
| Submission |
Submitting Another User's Time
|
Submitting Time
|
Timer Functionality
|
Timesheets
|
Timesheets, Grid Format
|
Timesheets, Spreadsheet Format
|
Timesheets, Weekly
|
Tools
|
Tracking Tasks in BigTime
|
Tracking Time/Expenses
|
| Training |
Online
|
Onsite Consulting
|
Tutorials (free)
|
Transaction Basics
|
Transaction Details
|
| Transactions |
Defined
|
| Processing |
Connecting to QuickBooks via Remote Monitor
|
Transaction Basics
|
Troubleshooting
|
Trust Fund Invoicing
|
Trust Fund Reporting in QuickBooks
|
Tying Allocation Budgets to Project Task Lists
|
Typographical Conventions
|
| U |
Unbilled Time/Expense Pool
|
Unbilled Time/Expenses
|
Understanding Expenses in BigTime
|
Understanding QuickBooks Integration
|
Uninstall
|
Uninstalling
|
Uninstalling BigTime
|
Updating BigTime
|
Updating BigTime's SMTP Settings
|
Updating the QuickBooks Posting Format
|
Updating Time Entry Rates
|
Use Teams to Link Staff to Projects
|
| User Login |
Inactive Staff and
|
Integrated (Windows)
|
Styles
|
Vendors and
|
Users
|
Using BigTime's Sales Pipeline
|
Using Line Item Functions
|
Using Projects in BigTime
|
Using QuickBooks Items to Link Vendor Expenses to Budget Line Items
|
Using Timers
|
Utilization
|
| V |
| VAT |
Default Tax Rate
|
Sales Taxes
|
VAT Entry
|
Vendor Bill Settings
|
Vendor Bills
|
Vendor Expense
|
| Vendors |
| Adding (as timekeepers) |
Adding QuickBooks Vendors as Staff
|
Staff Members/Vendors
|
| Adding expenses/bills from |
How QB Vendor Expenses Are Imported
|
Linking Vendor Expenses
|
Bills
|
Updates from QuickBooks
|
View: Input Hours
|
View: Charge Summary
|
View: Contract List
|
View: Cost to Date
|
View: Hours Summary
|
View: Invoice Summary
|
View: Margin (Estimates)
|
View: Project List
|
View: Trailing Monthly Data
|
View: Weekly Hours
|
Viewing, Printing and Posting Vendor Bills
|
Vocabulary
|
| W |
| Web |
| BigTime and |
Public (Internet) Access
|
Your BigTime Website
|
Configuration
|
| Internet Access and |
Internet Access
|
Public (Internet) Access
|
Manually Creating
|
Setting up Internet Access
|
URL, BigTime Default
|
Website (File Access) Permissions
|
Weekly Formats
|
Weekly Timesheet
|
Weekly vs. Monthly Allocation
|
What Does the System Guide Cover?
|
What if I Don't Use Projects?
|
What's a Project Called?
|
When are Billing Rates Applied?
|
Where is Project Data Stored?
|
Who Should Read This Chapter
|
Who Uses BigTime
|
Why Aren't All my Projects Listed?
|
Why Create Invoice PDFs?
|
Windows Integrated Login
|
Workflow Basics
|
Workflow Management
|
Working with Remote Monitor
|
| Y |
| Your BigTime Website |
Your BigTime Website
|
Your BigTime Website
|