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If you’re a system admin, you have a lot of information available that’s easily accessible when you log into BigTime. This article explains the real-time details you get from your BigTime Dashboard and how to easily access important features, like timesheets and invoices.
Dashboard Details in Real-Time
You’ll see your Dashboard each time you log into BigTime. The information is displayed in real-time. So if you add five hours to your timesheet and save your changes, BigTime will automatically update the information you see here.
Your Dashboard contains a quadrant with high-level information on billing, invoicing, timesheets, and reviews and approvals. To the left of the quadrant are three boxes, each providing details about your BigTime environment. We’ll explain all of the Dashboard details and features below.
NOTE: Your Dashboard view may vary depending on your industry and/or subscription level.
We’ll first go through the three, vertical boxes to the left of the quadrant on your Dashboard.
The Last Sync box on your Dashboard tells you how long it’s been since you last synced with QuickBooks.
You can get some simple stats about your QuickBooks syncs by clicking on this box. You also have the option to disconnect from QuickBooks or update your information.
- Disconnect means you’ll remove the cloud connection between QuickBooks and BigTime. This action won’t remove data from BigTime, but it will prevent BigTime from adding BigTime data to your QuickBooks account.
- Update Now is for QuickBooks Online users. By clicking Update Now, you’ll sync data from QuickBooks Online to BigTime.
Hours Today displays the hours logged by staffers company-wide.
Now let’s turn to the boxes that make up the quadrant on your Dashboard.
Billability, located on the top-left quadrant, gives you a high-level look at what your firm has been billing from three different views: month, quarter, and year. Click on the respective box—MTD, QTD, or YTD—to change the view. The graph and the percentage on the right-side of the box will update depending on the view.
You can navigate to different time periods by click on the arrowhead by the date.
The Invoicing quadrant shows you invoicing details regarding your unbilled WIP (work in progress), drafted invoices, and finalized invoices.
Click on the Invoicing quadrant to add or edit an invoice. This will take you directly to your Invoice Overview window.
See the number of hours that have been submitted and posted on the Timesheets quadrant, located on the bottom-left corner.
- To Submit refers to unsubmitted hours.
- To Post refers to the number of hours that need to be posted to your accounting system, like QuickBooks. Posting time to your accounting system is important in order to run payroll and/or invoice from the accounting system.
If you want to make timesheet changes, then click on this quadrant and you’ll be directed to the Post Timesheets window.
From here you can post or submit selected time next to a staffer’s name, as shown in the image below.
Review and Approvals
The bottom-right quadrant shows you if you need to review and approve invoices, hours, and/or expenses.
Click on this quadrant and have BigTime direct you to the client approval window, as shown below.