Creating Reports and Invoices

How to view a Report?

  • To View a report open the report screens by touching the reports icon (horizontal bar chart)
  • Swipe left to the Reports tab
  • If you want to view only time for a particular client and/or project, use the filter fields to select the required client/project
  • Select the start and end date range for your report
  • Touch the More Options button to select further options: include start/end times, apply tax/VAT/GST, deduct tax from report total
  • When you have selected all of your required options, touch the View Report button
  • You can then view the report contents

How to create an CSV/Excel Report?

  • You can create a report file in CSV or Excel formats
  • Open the Reports tab in the report screens section (see above)
  • If you want to view only time for a particular client and/or project, use the filter fields to select the required client/project
  • Select the start and end date range for your report
  • Touch the More Options button to select further options: include start/end times, apply tax/VAT/GST, deduct tax from report total
  • When you have selected all of your required options, touch the Create Report button
  • Select the format type in the Export Type field
  • You can also specify a filename for your report or leave it as the default
  • Select the report options as required: show daily totals, include headers, include time entry notes, breakout time entries using pauses/breaks
  • Touch the Export File
  • button to create the file
  • Your report file will be created, you will be taken the Report Files tab
  • Excel reports can be viewed if you have the Google Sheets app installed, touch the report file and then touch the View Report button
  • To share or email your report file, long press it in the Report Files tab

How to create an Invoice?

Note: you need to create a client and associate any tasks or projects with the client to generate an invoice in Easy Tempus
  • You can create a Invoice in CSV, Excel, HTML or PDF formats
  • Open the Reports tab in the report screens section (see above)
  • Select the Client you want to create an invoice for and optionaly filter a specific Project
  • Select the start and end date range for your report
  • Touch the More Options button to select further options: include start/end times, apply tax/VAT/GST, deduct tax from report total
  • When you have selected all of your required options, touch the Create Report button
  • Select an Invoice file format: Excel, HTML or PDF (HTML or PDF require the premium upgrade)
  • You can also specify a filename for your invoice or leave it as the default
  • Select the invoice options as required: page size (Legal/A4), invoice number, invoice date, payment instructions/invoice message, only show daily totals, include time entry note etc
  • If you have purchased the premium upgrage you can also add expenses to an invoice, touch the Select Expenses button
  • Touch the Export File
  • button to create the file
  • Your invoice file will be created, you will be taken the Report Files tab
  • Excel invoices can be viewed if you have the Google Sheets app installed, touch the invoice file and then touch the View Report button
  • You can also view HTML and PDF invoices from within the app
  • To share or email your invoice, long press it in the Report Files tab