Extend your reports with Groups

Would you like to see a split of the hours done by departments?
Or maybe, you would like to see the billed amounts per country or states?

Report with Groups

This is now possible thanks to our brand new “Groups” feature.

Groups are categories you can set up, such as: Departments, Locations, Matrix organization, …

You can create as many multi-level structures as you want.

Once assigned to employees, projects or customers, you can start reporting on them in Reports and Export modules.

For more information about how to set it up, read our Groups documentation.

Manage Groups

Introducing Project Managers

We are happy to introduce one of the most wanted feature: the Project Manager role.

You can now define for each project a list of project managers.
These managers will have the right to approve all hours recorded by employees on their projects and see these in all available reports.

This comes in addition of our previous Manager role which has, for the occasion, been renamed as “Team Leader”.

To summer up, you have now two distinct manager roles: Project Manager & Team Leader

Here is a quick how-to:

 

Project Manager

In User Details, set the access rights of the employee to Project Manager.

In the project page, add the module Project Manager.

Then add the project manager(s).

You can as well go to the page of the person and add the module Project Manager.
Then add the people who manage this project.

Project Managers with projects, can only see their projects.
Project Managers without projects can see everything.

For more information about the module: Project Manager module documentation

 

Team Leader

In User Details, set the access rights to Team Leader.

In Team, add the people who belong to the team leader.

Team Leaders with a team, can only see their team.
Team Leaders without team can see everything.

For more information about the module: Team leaders & Org. Structure documentation

Team Leaders comes with more modules by default.
You can define what both types of manager can have with the module: Authorizations in Settings.

 

Team Calendar – Check what your team is up to in seconds

BeeBole Team Calendar - Monthly

The Team Calendar is a new module available in your dashboard to see your
colleagues or team members’ hours in a monthly, bi-weekly or weekly
calendar.

While it helps you see the hours recorded for each employee in seconds, it
can also become a great tool to check availabilities and planned working
hours.

More info on: http://help.beebole.com/home/modules/teamcal

Lock Hours & Approval Module Revamp

We have just released some great new additions to your timesheet service.

BeeBole Approval Revamped

For a full documentation about the revamped Approval module, visit our help website.

1) Lock hours

The lock mode is a great new feature to ensure that the hours you treated in your accounting software or the ones you have already billed to your customers are not changed anymore.

2) Mass action in Approval module

You can now approve, reject, lock, … hours for a single employee or for a group of employees at once.

3) Send manual reminders

While you could already set up automatic reminders, you can now send manual reminders to employees to let them know that they should fill in their timesheet.

4) Hours status filter in Reports module

You can now filter the hours appearing in your reports based on their status.

Enjoy!

Export your Timesheet Data to PDF

If you want to:

  1. Export your data to PDF and submit branded reports to your customers
  2. Print your timesheet data to submit to your manager
  3. Build a Spreadsheet report with a specific set of columns
  4. Export your data to HTML, Word, …

Our new Export module will just let you do that.

The full documentation is available on our help website.

We made a short quick start video to show you how to use it:

Export your Timesheets to QuickBooks

Timesheet for Quickbooks

You can now export all your timesheet entries from BeeBole to QuickBooks.

Once the integration is configured, you can use the QuickBooks Export module to get an IIF file that you will import in QuickBooks.

Find the complete documentation on our help website.

It works with QuickBooks Windows (2006 – 2011).

Please note that this feature is only available to paying customers and trial accounts.

Would you like to start a free 30-day trial to test this integration, just send en email to info (at) beebole.com.

Import your old data & DCAA

We are in the middle of an exciting run to provide new features while welcoming new clients, and providing an outstanding support.
This makes us almost forgot to communicate product news on our blog.

Here is a list of changes that occurred since June 22nd:

  • Billable %, to show the percentage of billable hours against non-billable ones.
  • A new help site, explaining the main features.
    In addition, a description of each module is available directly from the application. Just click the question mark that appears next to the module name.
  • Data Import. You can import your clients, projects, tasks, people and hours from spreadsheet files.
    This is particularly useful if you come from another system, and want to keep a consistant reporting.
  • Specific tasks by project or client.
    Set global tasks for your organization, and then filter for each client or project, which task is available.
  • DCAA compliance.
    Check the option, and some additional checks take places. And get a very detailed log of timesheet changes.
  • Allow the admin to lock screen for some user groups, using the Screen module.
    If you don’t want your staff to mess around with their screen, you can now lock the screen for define user groups.
  • Plenty of UI & feature improvements, and some bug corrections.

Other product news are coming, so stay tuned!

Fill your timesheet easier and faster than ever

Here are few improvements that will make you fill your weekly timesheet faster and easier than before:

weekly online timesheet with comment

  • You can start to type a note in the hour field, the sticky note appears automatically.
    No need to click the yellow icon anymore.
     
  • The notes can be resized to fit the size of your text(on all major browsers but Internet Explorer 8).
    At the bottom right of the note, there is a little grip that you can drag and drop to resize the note.
     
  • To edit or view an existing note, hit the space bar, while in the hour field. The note will appear.
     
  • To close the note, either click the top left icon on the note. Or hit the TAB or ESC key.
     
  • You can use the arrows keys to go from one cell to the other in the four direction.
    The normal behavior stay available:
    Hit TAB to go to the next cell at the right.
    Hit SHIFT+TAB to move to the previous cell on the left.
     
  • Works better with IE8 in general
  •  

These new shortcuts will let you fill your timesheet faster and more easily with almost no usage of the mouse.

We hope you’ll like them.