Time recording
DanAtkinsonUK
Member
Just wondering what you are all using for timer recording... I seem to recall chatting to someone about Harvest a while back.
Looking for recommendations that would potentially work for across a firm (admin/paraplanners/advisers?). Doesn't need to be back office provided. What are you using
Looking for recommendations that would potentially work for across a firm (admin/paraplanners/advisers?). Doesn't need to be back office provided. What are you using
Dan Atkinson FPFS CFP APP Chartered FCSI
Chartered Financial Planner
Certified Financial Planner
Head of Technical at Paradigm Norton
Twitter: https://twitter.com/danatkinsonuk
Instagram: https://www.instagram.com/danatkinsonuk/
Chartered Financial Planner
Certified Financial Planner
Head of Technical at Paradigm Norton
Twitter: https://twitter.com/danatkinsonuk
Instagram: https://www.instagram.com/danatkinsonuk/
Comments
When Intelligent Office deployed their timer, I switched the team I managed to that and it was great. Really good level of reporting when you get the categories right and, to be honest, if you're using iO (and IIRC you are?) I wouldn't go beyond that. If you want to chat more about the specifics of what I was doing then send me a message.
I'm using Harvest at the moment, free version, just really to test it as it has good invoicing capabilities. However, I've also just started using Freeagent accounting software and that has time tracking built in with a whole lot more, which I'll be testing in the coming weeks.
There are so many options, and with Zapier now starting to integrate almost everything the possibilities and combinations are becoming vast.
Chartered Financial Planner
Certified Financial Planner
Head of Technical at Paradigm Norton
Twitter: https://twitter.com/danatkinsonuk
Instagram: https://www.instagram.com/danatkinsonuk/
Paraplanner. F1, Apple, Nutella, ice cream. No trite motivational quotes. Turning a bit northern.
Just seen this which you can integrate (https://timeflip.io/) with Harvest. There's something especially geeky (in a good way) about using a D12 to track your time!
Chartered Financial Planner
Certified Financial Planner
Head of Technical at Paradigm Norton
Twitter: https://twitter.com/danatkinsonuk
Instagram: https://www.instagram.com/danatkinsonuk/