This article explains how to create a new timeslip to track the time you spend working on a project for a customer.
For information on how to edit or delete a timeslip, please see this article.
Before you start
Before you can start recording time, you need to create a project for the work in FreeAgent. You can either add tasks to the project when you create it, or add a new task each time you create a new timeslip.
Navigate to the 'Time Tracking' area
Navigate to the ‘Work’ tab at the top of the screen and select ‘Time Tracking’ from the drop-down menu.
This will display the 'Time Tracking' area.
How to track your time
There are three ways to track your time in FreeAgent. You can create a daily timeslip, create a weekly timesheet or use a stopwatch.
Create a daily timeslip
To create a daily timeslip for a single piece of work after you've completed it, choose the date and user in the 'Add New Timeslip' section.
Next, choose the relevant project from the drop-down menu on the left and the relevant task from the drop-down to the right. If you would like to create a new task, you can do so by selecting ‘- - Create a new task - -’ from the bottom of the list and then marking it as billable or unbillable. Alternatively, you can create and edit existing tasks from within the project.
Then, enter the number of hours and minutes that you spent working.
Once you've entered the relevant details, select ‘Add Timeslip’.
The new timeslip will appear below the relevant date.
Alternatively, you can create a daily timeslip from the 'Overview' screen by selecting ‘New Timeslip’ from the ‘Quick Links’ drop-down menu.
Complete the ‘Project’, ‘User’, ‘Dated on’, ‘Task’ and 'Hours' fields. Then, select 'Add Timeslip' to complete the process.
You can also create a daily timeslip from the 'Projects' area of FreeAgent. To do this, navigate to the relevant project and select ‘Timeslip’ from the ‘Add New’ drop-down menu. Please note that if the status of your project is not ‘Active’, you will need to use this method to create timeslips for it.
Create a weekly timesheet
An alternative option is to record all of the time worked within a week on a timesheet. To do this, select ‘Add Weekly Timesheet’ in the top-right corner of the 'Time Tracking' area.
Select the relevant project, user and working week from the drop-down menus. You can create a new weekly timesheet for the current week and previous weeks, but not for future weeks.
Enter the hours and minutes that were spent on the task each day that week and select ‘Create Timesheet’.
Use the stopwatch
Using the stopwatch is an easy and accurate way to track your time in FreeAgent. You can use the stopwatch to create a new timeslip or to update an existing one. If you need to, you can have the stopwatch running for multiple projects simultaneously.
When you start a new piece of work, choose the date and user in the 'Add New Timeslip' section.
Next, choose the relevant project and task from the drop-down menus. You can also create a new task from the drop-down list and mark it as billable or unbillable.
Once you've entered the relevant details, select 'Start Timer'.
This will automatically create a new timeslip with a running timer. Once you have finished the task, navigate back to the 'Time Tracking' area and select the pause button next to the timer.
Please note that these timers will continue to run if you log out of FreeAgent or close your browser, so remember to stop the timer when you finish working on each task.
The stopwatch icon at the top of the screen will indicate how many active timers you have running, select this icon to go directly to your active timers.