How to start with TIME TRACKING while BILLING by the hour

When you work for your clients on a daily basis, either directly by the hour or indirectly by the fixed price for a project (which more or less reflects your time anyway), tracking your time is basically a must. Typical users from this category are consultancy companies, graphic design and architecture studios as well as most of the freelancers.

If you find yourselves in the description above, primaERP TIME TRACKING is a tool built for you. We have collected the best practices from our users and our own experiences, and put it into this article. We hope it will help you avoid the most common mistakes and learn as much as possible from primaERP and from your time.

Step 1: Organizing your primaERP account

If you´ve billed your clients by using rough estimates or you´ve done some tracking in Excel or some pencil & paper system in the past, this step is the most important one. Every minute that you´re going to invest in figuring out the correct way to set up your account, will pay off in multiple ways in the future.

A) Clients

Clients are at the top level of your hierarchy - they´re the ones you bill your work to and with whom you negotiate tasks, prices and so on. You can have a lot of them or just a few - in both cases, start with adding them to your account in the Manage -> Clients section. Besides the name, you can also set a code to quickly search the list (especially helpful, if you have a lot of them) as well as add contact persons in the client details if you want (not obligatory). 
Create Client
If you bill your clients only by the hour, without needing a detailed overview of your work (projects, tasks and/or activities), you can already invite people to the account (see section D) and start tracking your time right now.

B) Projects and tasks  

You usually need primaERP projects when you work for your clients on multiple, bigger orders and you want to bill each one separately.  

In case of more complex projects, you can divide your projects into even smaller parts, which are the tasks in primaERP. These are always connected to the specific Project. You can set the project and tasks up in the Manage -> Projects menu.
Create project
You may learn that you need projects and/or tasks only for some clients, but not for all of them. That is completely fine; you can combine all these different ways to track and bill your time for each respective client.

C) Activities

Activities come in handy in case you provide your clients a variety of services, which you bill with different hourly rates, such as a standard and a non- business rate. Unlike projects and tasks, activities do not depend on your customers, but rather reflect the type of service your company provides. To make working with the activities fast and simple, we recommend to keep them quite general, so that you don’t have more than 20-25 in your account.
Create activity

D) Users and Project Members

Now you have your account all set up. The next step is to invite your coworkers or friends to the app, by clicking on the settings icon on the top right and then Users.

If you work with projects and you want your co-workers to also track their time on these projects, you need to add them as members. You can do so by clicking on Manage, then Projects and then the Members tab.


You are all done! Congratulations! You have properly set up your time tracking account, which reflects your everyday activities and allows you to track your time accurately, but still as simply as possible.


1) Create your clients in primaERP.

2) If you work on multiple things for one client, create individual projects for those. If they are complex, you can split them into tasks.

3) If you have different rates for your services, assign activities to them.

4) Invite your co-workers to primaERP in the Settings -> Users menu.

5) Start tracking your time with the stopwatch.

6) Don´t be afraid to start in a simple way - you can always make things more detailed later.

Coming next: Pricing - how to set your hourly rates properly, without complicating your time tracking.


Linda said…
The article you have shared here very awesome. I really like and appreciated your work. I read deeply your article, the points you have mentioned in this article are useful
raze 3
aimee hanson said…
When I started my business I remain confused about my employees because I pay them according to hours and they all are home based. This was my start up called Assignment help UK and I decided to track my employees report by using this software.
Aliyah Bricks said…
cheap assignment writing introduced discount packages for students who are weak in writing their tasks.

Stella Jones said…
Wonderful! I appreciate your article .The points you have revealed in this article are very useful.Thanks for sharing . We have a team to offer you unmatched law assignment writing help at very affordable price.
meldaresearch said…
Are you struggling with identifying an online Research Papers Writing Services provider which is credible to undertake your Custom Research Paper Writing Service task? Do you know how to access top-rated High Quality Research Paper Writing Services at some clicks from your personal computer?
phamyen said…
I read your article baixar snaptube, I found it very detailed and very useful for me. I have read many articles but not as detailed as your posts. Thank you for sharing this article with readers.
zoe law said…
Low-carb cauliflower gnocchi with pesto on the grounds that another year implies smart dieting, am I right?
Linda said…
The content of your article page play
fireboy and watergirl 6
game, I find the content quite interesting and useful to me, thank you for sharing
Nice this is very interesting post thanks for share. We are leading company for Home appliance repair in Dubai Abu Dhabi. We give quality service for Home appliance repair Dubai
arianapham said…
This is a great inspiring article. I am pretty much pleased with your good work cookie clicker 2 clickerheroes.games
Victorya said…
Your review is very great and useful for me…thank you
Grace Ella said…
I want to grow my business and get a high ranking in the search engine. Therefore, I was doing hard work to gain success in my goals. I was looking for some tricks and tools to build my site. Thanks for introducing time tracking for billing my HTML, because, it has helped me a lot. cheap dissertation writing service

Humming Extracts said…
Wholesale Delta 8 THC Concentrates, Vape Cartridge & Tincture – Humming Extracts:Whether you’re looking to buy wholesale delta 8 THC tincture, THC vapes or Delta 8 THC oil, our line of products contains high quality ingredients that help you reset.
Delta 8 thc concentrates
Karen Gillan said…
This article is very useful for entrepreneur like
top cash for scrap car removal salt lake city | cash 4 wheelz maintain record of their employees by using time tracking software.
NISHA said…
We at Unique Submission. We have our ability in each type of Online Assignment Help which Includes Dissertation Writing, Essay Writing, Assignment composing, Research Proposal Writing, Admission essay composing, Coursework composing and many more.

Get The Best Assignment Help From Best Assignment Helpers Online

assignment doer said…
interesting , great job and much obliged for sharing such a decent blog.
college homework help
compress2impress said…
Normally I never remark on sites however your article is persuading to the point that I never stop myself to say something regarding it. You're working admirably Man,Keep it up.
Personal training
Amanda said…
This exactly what I need, I need to track things for home staging services as they have been working very well and providing some input method of billing very different from others, and I feel very impressed with it thou.
Selectmytutor said…
These are truly great ideas in concerning blogging!
You have put some fantastic factors here. Any way keep up writing!
Private Tutors
saivenkat said…
Really cool post, highly informative and professionally written and I am glad to be a visitor of this perfect blog, thank you for this rare info!
Blockchain Technology
Rene Wells said…
It's a really handy program, thanks for reviewing it! In principle, some mobile phones have similar built-in functionality. Does this program you reviewed have a mobile version? By the way, why don't you post such notes on Instagram? I think if you posted this post on your Instagram account, it would get a bunch of likes, since according to my observations, very similar posts always have at least 12 thousand likes. I am sure their authors resort to the services of https://soclikes.com/buy-instagram-likes to buy likes.