Client to invoice
Run a client engagement with time recorded against it
Give each client a channel and each engagement a board
Put delivery in a team, give each client a channel in it, and use categories to keep the sidebar readable as the client list grows.
Keep the decisions in the channel with the work
Scope changes, approvals and questions live in the client’s channel.
Record project time as the work happens
Project time is recorded against the project and can be attached to the board item it was spent on, through a stable reference rather than a foreign key — so the hours survive a card being reorganised.
Submit, approve and lock the period
A timesheet is submitted by the person, approved by their manager, and then the period is locked.
Export the numbers for invoicing
Reports and exports run asynchronously and produce the figures finance needs per project, per client and per person.
A customer record with contacts, projects and hours. 
The Customer Center as the client sees it.
What breaks today
Hours remembered on a Friday
- Time is remembered, not recorded
- Attendance and project time are conflated
- The client conversation is in email
- Approved numbers keep changing
What it will not do
- There is no invoicing. Enclessa produces the hours and the exports; the invoice is raised somewhere else.
- There are no rate cards, margins, budgets or profitability reporting.
- A client can be invited as a guest into the private rooms you choose, and sees only those rooms and the people in them.
- Time and People are modules, off until an administrator switches them on, and they are not on the Free or Starter plans.
FAQ
Client work with time against it: questions
- Yes. Project time is recorded against the project and can be attached to the board item it was spent on, and it is kept separate from attendance so the two totals do not have to match.
- Because they answer different questions and they rarely match. Eight hours at work and seven hours forty on projects is the normal case, and a system that treats the difference as an error makes people falsify one of the two numbers.
- A period can be locked after approval, and a correction keeps the original rather than overwriting it. What was approved stays visible alongside what was altered afterwards.
Which plan this needs
Boards are on the Team plan and above; Time is on the Business plan. The messaging half — a team, a channel per client, and the conversation kept in one place — works on any plan, including Free up to 10 active members.
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