TimeSite Pro’s latest round of enhancements
Our development team have had their heads down over the last couple of months working on a new round of enhancements to TimeSite Pro. You may have noticed some of these changes already, but here’s a summary of what we’ve been up to.
- Payroll and accounting integration with MYOB & Xero enhanced
- New invoice scheduling introduced
- Improved and expanded email & notification capabilities
- Extended API & Webhooks integration
- Improved Timesheet screen including recording locking information
The majority of our customers use either MYOB or Xero, so enhancing our integration with these two payroll and accounting solutions has been a priority for us. When you first connect to MYOB and Xero, we will automatically download payroll categories (pay items in Xero) and account numbers for invoicing and include them in the mapping pulldowns. This makes it simple to select the correct code. We’ve also included MYOB as a connection option when importing clients, projects and users into TimeSite Pro. You can now use the Advanced Export feature to send timesheets directly into your MYOB cloud account.
Creating time-billing invoices has always been an essential feature of TimeSite Pro, and we enhanced this capability earlier in the year. We’ve further improved invoicing by introducing invoice scheduling. You can create a variety of both general and specific invoicing schedules that can generate either draft or final invoices. If you’ve specified a final invoice, then that invoice can be automatically emailed to your client.
Several customers have suggested new features for our notifications functionality. A common request was for the implementation of an onboarding email sent when adding a new user. You can also specify emails and notifications sent when adding a new project or linking a user to a project. Finally, we’ve enhanced timesheet Approve and Resubmit notifications, including integration with our mobile app.
We mentioned in previous announcements the work that we’ve been doing on our application integration functionality. We’ve completed the development supporting CRUD functions operating on Client, Project, Task, User and Timesheet records. We’ve had this capability working for a limited group of customers for a while now. If you would like to take advantage of these integration features, please give us a call to discuss how we can help you get started. This development also means that we have been able to enhance our Zapier integration. If you would like to be an early adopter of our new TimeSite Pro Zapier app, we can send you an early access invitation.
Of course, the Timesheet screen is the heart of our solution so we’d be remiss if we didn’t continue to deliver improvements here are well. We’ve included a new timesheet layout — Weekly Simple. Take a moment to have a look at it and let us know what you think. We’ve made several changes to the calendar ribbon to make it more robust and intuitive. Hover your mouse over the lock icon in a timesheet record to get a pop-up showing where and why the record is locked. We have also improved the pulldown menus enabling you to easily add new clients, projects, or tasks when adding a timesheet record.
Our Knowledge Base article has more detailed information on all these new features and capabilities. As usual, we stepped on as many bugs as we can find. But don’t hesitate to let us know if you see anything that isn’t working quite the way you think it should. Stay tuned for new initiatives that we have in the works that we’re confident that you’ll like.