Copyright: Copyright © 1998 MAG Softwrx
Citation: Timeless Time & Expense - Copyright © 1998 MAG Softwrx


MAG Softwrx

2628 Stevens St

Madison WI 53705

http://www.magsoftwrx.com

support@magsoftwrx.com


Main Screen


Selected DAy
Currently selected day.


Current Day
Press to move today into view.


Selected Task
The currently selected task.


Task View
Task hierarchy.  Expand branches to see all tasks.


Calendar Back Year
Press to scroll the calendar back one year.


Calendar Forward Year
Press to scroll calendar forward one year.


Calendar Back Month
Click to scroll calendar back one month.


Calendar Forward Month
Click to scroll calendar forward one month.


Calendar Slide
Slide to change months displayed.


Sort By Task
Press to sort entries by task name.


Sort By Start Time
Press to sort entries by start time.


Sort By End Time
Press to sort entries by end time.


Sort By Elapsed Time
Press to sort entries by elapsed time.


Task Column
Task this entry is assigned to.


Start Time Column
Start time of this entry.


End Time Column
End time of this entry.


Elapsed Time Column
Elapsed time of this entry.


Day Elapsed Time
Total elapsed time for selected day or task.


Time Entry List

Date View

Task View


Icon Time
Time Entry Icons


Sort by Date
Press to sort entries by date.


Date Column
Date of this entry.


Expense Entry List

Date View

Task View

exptask.bmp


Sort By Expense Type
Press to sort entries by expense type.


Sort By Amount
Press to sort entries by amount.


Expense Type Column
Expense type of this entry.


Amount Column
The amount of this entry.


Expense icon


Sort by Note
Press to sort entries by note.


Column Note
Note associated with this entry.


To Do List

Date View

Task View


Completed Icon
Completed To Do Entry


Overdue Icon
Overdue To Do Entry


Outstanding Icon
Outstanding To Do Entry


Sort by Description
Press to sort entries by description.


Description Column
Description of To Do Entry


Sort by Due Date
Press to sort by due date.


Due Date Column
Date To Do entry needs to be completed by.


Sort by Complete Date
Press to sort entries by date completed.


Complete Date Column
Date To Do entry was completed.


Sort by Priority
Press to sort entries by priority.


Priority Column
Priority given to this To Do entry.


Report List


Report Title
The title of this report.


Expense Summary Icon
Expense summary report.


Expense Detail Icon
Expense detail report.


Time Summary Icon
Time summary report.


Time Detail Icon
Time detail report.


To Do Detail Icon
To Do Detail report.


Invoice Report Icon
Invoice report.


Reports sort by Title
Press to sort reports by title.


Report Sort by Task
Press to sort reports by selected task.


Report sort by Dates
Press to sort reports by selected dates.


Report Task Column
Task reported on by this report.


Report Dates Column
Dates reported on by this report.


Edit Menu


Toolbar
Toolbar & Menu

The menus provide standard ways to accomplish common tasks.

File Menu

Edit Menu

Insert Menu

View Menu

Tools Menu

Help Menu

The toolbar provides quick ways to accomplish common tasks.


File Menu


Insert Menu


Tools Menu


View Menu


Help Menu


New File
Create a new Timeless Time & Expense file.


Open File
Open an existing Timeless Time & Expense file.


File Save
Save the current file.  This menu item is only available if Automatic Save is disabled.


File Save As
Save the current file under a new name.


Print Report
Print the selected report.


Print Preview
Preview the selected report.


File Print Setup
Setup the printer.


File Page Setup
Setup the printed page, including print margins.


File Export Report
Export the data in the selected report or displayed in the entry list.


Archive Entries menu item
Archive and optionally purge time, expense and to do entries by date and/or task into a new file.


Recent File
Open a recently used file.


File Exit
Exit Timeless Time & Expense.


Start Timer Toolbar Button
Start a timer on the selected task.


Pause/Resume Timer
Select to pause a running timer or to resume a paused timer.


Stop Timer Toolbar Button
Stop the active time entry.


Edit Contact
Select to edit the contact of the selected item.


Edit Complete To Do
Mark the selected To Do entry as complete on the selected day.


Edit Rename
Rename the selected item.


Edit Inactive
Select to activate or inactivate the selected task.


Select All
Select all entries or reports in current view.


Insert Time Entry
Insert a new time entry for the selected task.


Insert Expense Entry
Insert a new expense entry for the selected task.


Insert To Do
Insert a new to do entry for the selected Task.


Insert Report
Create a new report.


New Task Item
Insert a task item below the selected task item.


Delete Toolbar Button
Delete the selected item.


Properties Toolbar Button
Press to display the properties of the selected item.


View Toolbar
Select to display the toolbar.


View Status Bar
Select to display the status bar.


View Split
Activates the splitter window adjustment.


View by Date
Select to view entries by selected date.


View by Task
Select to view entries by selected task.


View Reports as Icon
Select to view reports as icons.


View Reports as List
Select to view reports as a list.


View Report Details
Select to view reports as a list.


Hide Inactive
Select to hide inactive tasks.


Goto Date Menu
Select to enter a specific date to move the calendar to.


Goto Today Menu
Select to move the calendar to today's date.


View Options
Change Timeless Time & Expense program options.


Help Tip of the Day
Show Tip of the Day.


Help Topics
Display help topics.


Help Tutorial
Activate the Timeless Time & Expense tutorial.


Help Order
Display information on ordering Timeless Time & Expense.


Context Help Toolbar Button
Enable the context help pointer.  Select an item to display help on.


About Toolbar Button
Display Timeless Time & Expense about box.


Recent Used Task List

The Recent Used Task List allows you to quickly start a task without opening the Timeless Time & Expense main window.  Right Click on the clock icon on the start menu tray to display the popup menu containing your most recently used tasks.

The task descriptions are configured in Task Level Options.  The number of recent tasks displayed and the order they appear are configured in General Options.


Tray Icon
Right click to display menu.


Recent Task Menu
Select to start one of the most recently used tasks.


General Options

This page is where you configure the Recent Used Task List, Mileage rate and Save options to your preferences.

Number of Tasks on List

Number of recent tasks to put on the Start Task menu of the Start menu tray.

Recent Task Order

The order used to display the most recently used tasks.

Work Week Starts on

The day to use as the start of the week on reports.

Default Mileage Rate

The default mileage rate used when entering a mileage expense.

Automatic Save

Check to enable automatic saving of changes.  Uncheck to save only when exiting.

Hide when Minimized

Hide the taskbar icon when minimized.  Double-click the tray icon to open when minimized.


Task Level Options

This page is where you configure the task levels to your organization.  You also select the level of detail that will be displayed in time and expense entries.

Show Task Name or Abbreviation

Select how to display task's name on screen and in reports.

Include Levels

Check the level to displays for each task on screen and in reports.

Level Name

Enter the name of the selected level above.


Time Entry Options
Time Entries Option Page

This page is where you configure how and when time entries will be displayed as well as how timer entries will be rounded.

Elapsed Time Format

Select whether elapsed time is displayed as a decimal or in time format.

Round Time

Select at what interval timer entries are rounded,  Manually entered entries are not rounded.

Display Properties when Starting

The time entry's properties are displayed when starting a timer.  The properties are not displayed when resuming a Paused entry.

Display Properties when Stopping

The time entry's properties are displayed when stopping a timer.  The properties are not displayed when pausing an entry.

Stop Timer at Midnight

If checked, a running timer will stop at midnight.  If unchecked, a new entry will be started on the next day.


Activities Option Page

This page is where you configure the activities that can be assigned to time entries.  Edit the list to include the activities in your organization.

Activity List

List of all activities available on Time Entries.

New

Press to add a new Activity

Edit

Press to edit the selected Activity

Delete

Press to delete the selected Activity


Expense Types Option Page

This page is where you configure the types of expenses available for expense entries.  Edit the list to include the expense types in your organization.

Expense Type List

List of all Expense Types available on Expense Entries.

New

Press to add a new Expense Type.

Edit

Press to edit the selected Expense Type.

Delete

Press to delete the selected Expense Type.


Payment Methods Option Page

This page is where you configure the payment methods available for expense entries.  Edit the list to include the payment methods in your organization.

Payment Methods List

List of all Payment Methods available on Expense Entries.

New

Press to add a new Payment Methods.

Edit

Press to edit the selected Payment Methods.

Delete

Press to delete the selected Payment Methods.


Invoice Option Page

This is where you add an address to print on Invoices and where you set the next Invoice number.

Address

Enter your address as you would like it to appear on all invoices.

Default Tax Rate

Enter the default tax rate to use on all Invoices.  This can be changed on each invoice.

Default Terms

Enter the default terms to use on all Invoices.  This can be changed on each invoice.

Next Invoice Number

Enter the invoice number to use for the next invoice.  This number is automatically incremented each time an invoice is printed.  The number can be changed on each invoice.


Time Entry Properties

This is where the details of a Time Entry are entered.

Start Time

The time the task started

End Time

The time the task ended

To change the start or end time, use the left and right arrow keys to position on Hours, Minutes or AM/PM.  Enter a value or use the up and down arrow keys or spin buttons to change the time.

Activity

Select the Activity for this entry.

Note

Enter a note for this entry.

Use Billing Defaults

Check to use the billing default for this task.  If task uses activity rates, this entry will use the correct rate based on the activity selected.

Uncheck to enter rate information specific to this entry.

Billable

Check if this entry is Billable, uncheck if not billable.

Rate

Enter a rate for this entry.

Overtime

Check if this entry is overtime.  Overtime multiplier will be used to calculate billing rate.

Multiplier

Enter the multiplier to use when calculating overtime rate.


Expense Entry Properties

This is where the details of an Expense Entry are entered.

Expense Type

Select the expense type of this entry.

Miles/Km Driven

Enter the miles driven for this entry.  Only available with a Mileage expense type.

Rate

Enter the rate per mile/Km driven.  Only available with a Mileage expense type.

Expense Amount

Enter the amount of this expense.  Calculated for expenses with a Mileage expense type.

Billable

Check if this entry is billable.

Payment Method

Select the method used to pay this expense.

Note

Enter a note for this entry.


To Do Entry Properties

This is where the details of a To Do entry are entered.

Description

Enter what to do.

Priority

Select the priority this item has.

Due Date

Enter or select the date this item needs to be completed by.

Complete Date

Enter the date this item was completed or leave blank if it has not been completed.

Note

Enter a note for this entry.


Task General Properties

This is where the details of a Task are entered.

Abbreviation

Enter an abbreviation to use for this task.

Task Level

Select this task's task level.

Hours Estimate

Enter a time estimate for this task in hours.

Cost Estimate

Enter a Cost Estimate for this Task

Use Parent Task ID

Check to use the parent task's task ID.

Task ID

Enter a task ID associated with this task.

Use Parent Contact

Check to use the parent task's contact.

Contact ID

The Contact name for this task

Contact Details[...]

Press to edit the Contact's information.

New Contact

Press to create a new contact.


Task Billing Properties

This is where the billing information of a Task is entered.

Use Parent Billing Information

Check to use the parent task's billing information.

Billable Task

Check if this task is Billable

Regular Rate

Enter the regular rate for the task.

Overtime Multiplier

Enter the amount to multiply the regular rate by to get the Overtime rate.

Use Activity Rates

Check to use specific rate based on the activity.

Activity Rates

List of activities and their associated rates.

Edit Activity Rate

Edit the rate information for this activity.

Clear Activity Rate

Clear the selected activity rate so it uses the task's default billing information.


Notes Page

This is where additional notes are entered.


Activity Rate

This is where you enter the a specific rate for an activity.

Billable Task

Check if this task is Billable

Regular Rate

Enter the regular rate for the task.


Contacts

This is where you can edit any contact previously entered.

Contact List

Shows the list of contacts previously entered.

New

Press to create a new contact.

Edit

Press to edit the selected contact.

Delete

Press to delete the selected contact.

New Copy

Press to create a new copy of the selected contact.


Contact Properties

This is where the details of a Contact are modified.

First

Enter the contact's first name

Middle

Enter the contact's middle name or initial

Last

Enter the contact's last name

Address

Enter the contact's address information

Phone

Enter the contact's phone number

Fax

Enter the contact's fax number

E-Mail

Enter the contact's e-mail address


Projects

This is where you add and update information from external projects.

Project List

Shows the list of projects previously added

New

Press to add a new contact project.

Update

Press to update the selected project.

Delete

Press to delete the selected project.  When deleting, the tasks and associated entries are not deleted, they must be manually deleted.


Update Project

This is where you decided what will be updated in the external project.  The options available depend on the type of external project and the project's settings. Tasks within Timeless Time & Expense are always updated with new information from the external project.

Update Work Estimates

Check to update work estimate changes from Timeless Time & Expense to the external project.

Update Cost Estimates

Check to update cost estimate changes from Timeless Time & Expense to the external project.

Update Work

Check to update external project with time entries from Timeless Time & Expense.

Update Costs

Check to update external project with time entries from Timeless Time & Expense.

Include Billing Amounts

Check to include billing amounts when updating costs in external project.

Include Expense Amounts

Check to include expense amounts when updating costs in external project.

From

Select the start date of date range to update work and costs.

To

Select the end date of date range to update work and costs.


Project Warnings

This screen shows warning that occur when updating an external project

Continue

Continue with the rest of the project update.

Cancel

Cancel the update without updating information in the external project.


Resource Selection

This is where you select the appropriate resource in the external project.  During update, to do entries are created based on the assignments for the selected resource.  Work is updated in the external project based on the resource selected.


Time Entry Conflict

This dialog allows overlapping time entries to be automatically adjusted.

Automatically adjust other time entries to fit around this time entry

Select to keep the current time entry and adjust other entries to correct time entry overlaps.

Automatically adjust this time entry to fit around other time entries

Select to keep other time entries and adjust the current entry to correct time entry overlaps.

Manually edit this time entry

Select to manually correct time entry overlaps.


Tip of the Day

Tips are displayed each time Timeless Time & Expense is started.  The tips give helpful hints about the various features of the application.

Show Tips at Startup

Check to show a tip each time Timeless Time & Expense is started.

Tell Me More

Press to learn more about today's tip.

Next Tip

Press to see another tip.


New User

This window is used to enter the name of the person a new Timeless Time & Expense file is for.

User

Enter a the name of the person the new file is for.  This will become the top level of your task hierarchy.


Payment Method Properties

This is where the details of a Payment Method are entered.

Name

Enter the name of the Payment Method.

Account Number

Enter an account number for this payment method.

Account Type

Select the account type of this payment method.


Report Type Wizard Page

This page is used to choose the type of report to create.

Time Detail

Select to create a report that summarizes time entries.

Time Summary

Select to create a report that lists time entry details.

Expense Detail

Select to create a report that summarizes expense entries.

Expense Summary

Select to create a report that lists expense entry details.

Time & Expense Summary

Select to create a report that summarizes time and expense entries.

Billing Summary

Select to create a report that summarizes billing amounts.

To Do Detail

Select to create a report that lists to do entry details.

Invoice

Select to create an Invoice.


Report Date Wizard Page

This page is used to select the date range reported on.

Report Time Frame

Select the date range to report on.

Start Date

Enter or select the start date of this report.

End Date

Enter or select the end date of this report.


Report Date Properties

This page is used to select the date range reported on.

Report Time Frame

Select the date range to report on.

Start Date

Enter or select the start date of this report.

End Date

Enter or select the end date of this report.


Report Task Selection Wizard Page

This page is used to select the entries to include in the report.  Items below are only available on certain reports.

Task

Select the task to report on.

Include Billable Entries

Check to include billable Entries in report.

Include Non-Billable Entries

Check to include non-billable Entries in report.

Include Child Entries

Check to include entries for all task under the selected task.

Include Outstanding Entries

Check to include outstanding to do items on report.

Include Completed Entries

Check to include completed to do entries on report.


Report Task Selection
Report Task Selection Properties

This page is used to select the entries to include in the report.  Items below are available on based on report.

Task

Select the task to report on.

Include Billable Entries

Check to include billable Entries in report.

Include Non-Billable Entries

Check to include non-billable Entries in report.

Include Child Entries

Check to include entries for all task under the selected task.

Include Outstanding Entries

Check to include outstanding to do items on report.

Include Completed Entries

Check to include completed to do entries on report.


Report Activity Wizard Page

This page is used to select the activities to include in a report.

All

Select to report on all activities.

Selected

Select to report only on selected activities.

Activity List

Select activities to include in report.


Report Activity Selection
Report Activity Properties

This page is used to select the activities to include in a report.

All

Select to report on all activities.

Selected

Select to report only on selected activities.

Activity List

Select activities to include in report.


Report Expense Type Wizard Page

This page is used to select the expense types to include in a report.

All

Select to report on all expense types.

Selected

Select to report only on selected expense types.

Expense Type List

Select expense types to include in report.


Report Expense Type Selection
Report Expense Type Properties

This page is used to select the expense types to include in a report.

All

Select to report on all expense types.

Selected

Select to report only on selected expense types.

Expense Type List

Select expense types to include in report.


Report Payment Method Wizard Page

This page is used to select the payment methods to include in a report.

All

Select to report on all payment methods.

Selected

Select to report only on selected payment methods.

Payment Method List

Select payment methods to include in report.


Report Payment Method Selection
Report Payment Method Properties

This page is used to select the payment methods to include in a report.

All

Select to report on all payment methods.

Selected

Select to report only on selected payment methods.

Payment Method List

Select payment methods to include in report.


Report Summarization Wizard Page

This page is used to select the criteria used to summarize a report.

Task Level

Select the task level to summarize the report by.

Time Frame

Select the time frame to summarize the report by.

Rollup Entries to Parent

Check to rollup summary totals to parent tasks on report.

Show Totals

Check to show totals on report.

Show Empty Rows

Check to show empty summary rows on report.


Report Summarization
Report Summarization Properties

This page is used to select the criteria used to summarize a report.

Task Level

Select the task level to summarize the report by.

Time Frame

Select the time frame to summarize the report by.

Rollup Entries to Parent

Check to rollup summary totals to parent tasks on report.

Show Totals

Check to show totals on report.

Show Empty Rows

Check to show empty summary rows on report.


Report Field Display Wizard Page

This page is used to select additional fields to include in a report.   Items below are available on based on report.

Task ID

Check to show task id on report.

Billing Rate

Check to show billing rate on report.

Start Time

Check to show start time on report.

End Time

Check to show end time on report.

Activity

Check to show activity on report.

Note

Check to show note on report.

Billing Amount

Check to showing Billing Amount

Miles/Km

Check to show mileage on report.

Mileage Rate

Check to show mileage rate on report.

Expense Type

Check to show expense type on report.

Payment Method

Check to show payment method on report.

Complete Date

Check to show complete date on report.

Priority

Check to show priority on report.

Due Date

Check to show due date on report.

Status

Check to show to do status on report.


Report Invoice Page
Report Invoice Properties

This page is used to enter additional information to display on Invoices.

Recipient

Enter the recipient of the invoice.

Use next number

Check to use the next invoice number as set in the Invoice Options .

Use this number

Check to enter a specific invoice number.

Invoice Number

Enter the specific invoice number.

Add Tax

Check to add tax to the billing amount of the invoice.

Rate(%)

Enter the tax rate to apply to the billing amount of this invoice.

Show Invoice Terms

Check to show invoice terms on this invoice.

Terms

Enter the payment term for this invoice.


Report Wizard Invoice Page

This page is used to enter additional information to display on Invoices.

Recipient

Enter the recipient of the invoice.

Use next number

Check to use the next invoice number as set in the Invoice Options .

Use this number

Check to enter a specific invoice number.

Invoice Number

Enter the specific invoice number.

Add Tax

Check to add tax to the billing amount of the invoice.

Rate(%)

Enter the tax rate to apply to the billing amount of this invoice.

Show Invoice Terms

Check to show invoice terms on this invoice.

Terms

Enter the payment term for this invoice.


Report Field Display Selection
Report Field Display Properties

This page is used to select additional fields to include in a report.   Items below are available on based on report.

Task ID

Check to show task id on report.

Billing Rate

Check to show billing rate on report.

Start Time

Check to show start time on report.

 End Time

Check to show end time on report.

Activity

Check to show activity on report.

Note

Check to show note on report.

Billing Amount

Check to showing Billing Amount

Miles/Km

Check to show mileage on report.

Mileage Rate

Check to show mileage rate on report.

Expense Type

Check to show expense type on report.

Payment Method

Check to show payment method on report.

Complete Date

Check to show complete date on report.

Priority

Check to show priority on report.

Due Date

Check to show due date on report.

Status

Check to show to do status on report.


Report Name Wizard Page

This page is used to enter a name for the report.

Name

Enter the name of this report.

View report when done

Check to automatically view report when finished creating.


Report Print Options Wizard Page

This page is used to configure how the report will appear when printed

Paper Orientation

Select what the orientation of the paper when printing.

Font

Press to change the font used on the report.


Report Print Option Properties
Report Print Options Properties

This page is used to configure how the report will appear when printed.

Paper Orientation

Select what the orientation of the paper when printing.

Font

Press to change the font used on the report.


Registration Information

This window is used to enter your registration information.

Name

Enter the name this copy of Timeless Time & Expense is registered to.

Number

Enter the number provided to you by MAG Softwrx.


Go To Date
Date Selection

This dialog is used for selecting a specific date.

Date

Enter the date to move the calendar to.


Archive
Archive Entries

This dialog is used to archive old Time, Expense and To Do entries by date and/or project.

Task

Select the task to archive.  Selected task and all sub task items will be archived.

From

Enter or select the date to start archiving entries.  If left blank, the earliest date will be used.

To

Enter or select the date to stop archiving entries.  If left blank, the last date with entries will be used.

Delete archived entries

Check to delete all archived entries from the current file.


How to Order

Timeless Time & Expense can be purchased using check or credit card.

After ordering, you will receive you registration number to unlock Timeless Time & Expense by e-mail or postal mail.  The registration number will eliminate all 'unregistered' messages as well as allow you to continue to use Timeless Time & Expense past the 30-day trial period.

Ordering by Check

To order by check send the Check Order form and a check to MAG Softwrx, 2628 Stevens St, Madison WI, 53705 USA.  Payments must be in US dollars drawn on a US bank or as an international postal money order in US dollars.

Please verify order information on the MAG Softwrx website at http://www.magwsoftwrx.com before placing your order.

Ordering by Credit Card

You can order by Fax, postal mail, e-mail, Internet or phone using MasterCard, Visa, American Express, or Discover by FAX or postal mail.

Internet

Place secure credit card orders through PsL via the World Wide Web using the Order link on the MAG Softwrx   home page at www.magsoftwrx.com.

By E-mail

Copy and Paste the Credit Card Order Form into an e-mail message, fill out and send to PsL through Internet mail to 15243@pslweb.com.

By Fax

Print and fill out the Credit Card Order Form clearly and fax to PsL by fax to 1-713-524-6398.

By Postal Mail

Print and fill out the Credit Card Order Form clearly mailed to PsL at P.O. Box 35705, Houston, TX 77235 USA.

By Phone

Call PsL at 800-242-4775 Ext. 15243 or 713-524-6394 Ext.15243 between the hours of 7:00 am and 6:00 pm CST Monday-Thursday and 7:00 am and 12:30 PM CST on Fridays, except holidays.

MAG Softwrx CANNOT be reached at the numbers above.  These numbers are for PsL, a credit card order taking service only.


Credit Card Order Form
---------------------------------------------------------------

             CREDIT CARD ORDER FORM

---------------------------------------------------------------

Timeless Time & Expense 1.30 - PsL #15243

Please Type or Print Clearly.

 Single Copy          	____  copies @ $42.99 each= 	______

 Site License

  2 to  10 computers: 	____ computers @ $39.99 each=	______

 11 to  99 computers: 	____ computers @ $36.99 each=	______

 100+      computers:	____ computers @ $33.99 each=	______

[  ] Do not ship diskettes                             	FREE

[  ] Ship 3.5" disks inside the US @  $4 per order    	______

[  ] Ship 3.5" disks outside the US @ $6 per order    	______

Texas residents add 8.25% sales tax                            +	______

                         	Total payment                	______

Prices guaranteed through June 1999.

Name: 	______________________ Date:____________

Company:	_______________________________________

Address: 	_______________________________________

City, State, Zip: 	_______________________________________

Country:	_______________________________________

Day Phone: 	_________________  Eve: _________________

Electronic Mail address:  _________________________________

[  ] MasterCard    [  ] VISA    [  ] AMEX     [  ] Discover

Credit Card Number:	_____________________________________

Expiration Date:   	_____________________________________

Name On Card:       	_____________________________________

Billing Address:    	_____________________________________

 (if different

  from above)       	_____________________________________

                    	_____________________________________

How did you hear about Timeless Time & Expense?

_________________________________________


Check Order Form
---------------------------------------------------------------

                  CHECK ORDER FORM

---------------------------------------------------------------

Mail to:	MAG Softwrx

2628 Stevens St

Madison WI 53705

Timeless Time & Expense 1.30

Please Type or Print Clearly.

 Single Copy          	____  copies @ $42.99 each= 	______

 Site License

  2 to  10 computers: 	____ computers @ $39.99 each=	______

 11 to  99 computers: 	____ computers @ $36.99 each=	______

 100+      computers:	____ computers @ $33.99 each=	______

[ ] Do not ship diskettes                             	FREE

[ ] Ship 3.5" disks inside the US @  $4 per order    	______

[ ] Ship 3.5" disks outside the US @ $6 per order    	______

Wisconsin residents add 5.5% sales tax                      +	______

                         Total payment                ______

Prices guaranteed through June 1999.

Name: 	______________________ Date:____________

Company:	_______________________________________

Address: 	_______________________________________

City, State, Zip: 	_______________________________________

Country:	_______________________________________

Day Phone: 	_________________  Eve: _________________

Electronic Mail address:  _________________________________

How did you hear about Timeless Time & Expense?

_______________________________________

Payments must be in US dollars drawn on a US bank or as

an international postal money order in US dollars.


How To View Sample File

A sample file is included to help you learn about Timeless Time & Expense.  The sample contains realistic tasks, time entries, expense entries, and reports.

1	Select Open from the File menu.

2	Open the Samples folder under the Timeless application folder.

3	Select the sample file to view.


How To Eliminate Tip Dialog

By default Timeless Time & Expense will display a different tip each day.  To stop automatically displaying the tip of the day:

1	Click the "Show Tips on StartUp" to remove the check.

2	Close the Tip of the Day dialog box.

Tips

• 	Tip of the Day provides useful hints and shortcuts to accomplish tasks easily.

•	Tip of the Day provides links to Help topics.


How To Add Sub Tasks

Tasks may be added up to 20 levels deep providing as much or as little detail as is needed.

1	Select the task to add sub tasks to.

2	From the Insert menu, select the type of sub task to add.

3	Type the name of the new item.

Tips

•	Right click on a task item to add a subtask directly

•  	Task level names are defined in Task Level Options


How to Change Task Level Names

Up to twenty task levels may be defined according to your needs.

1	Select the View-Options menu item.

2	Click the Task Level tab.

3	Select the task level to enter or change by clicking to the right of the check box.

4	In the Level Name field, enter or change the selected level's name.

Tips

•  	A level name must be entered before a subtask can be added at that level.

•  	To display a level's details in time and expense entries, check the box.


How To Start a Recent Task

Your most recently used tasks can be started easily while Timeless Time & Expense is minimized,

1	Right click on Timeless Time & Expense's icon on the taskbar.

2	Select the task to start from the Start Time Menu

Tips

•  	You can sort the recently used tasks alphabetically or by order used on the General Options.

•  	You can change the number of tasks to display on recent used task list on the General Options.


Change Activities
How to Change Activities

An unlimited number of activities may be defined according to your needs.

1	Select the View-Options menu item.

2	Click the Activities tab.

3	Select an activity and press Edit -or- press New to create a new activity.

4	Edit the activity name.

Tips

•  	Activities can be used to filter time entries in reports.

•  	Activities can be used to further define time entries without creating similar sub tasks for all tasks.


How To Use Relative Time Frames in Reports

Relative time frames can be used to create standard weekly, monthly, etc. reports.

1	Open report's properties.

2	Click the Dates tab.

3	Select Current Week, Previous Month, etc.

4	Run report weekly, monthly etc.


How To Change the Detail Displayed in Entries

When displaying the task name associated with time and expense entries, the entire tasks hierarchy often cannot be displayed on reports or the day's entry list.  Timeless Time & Expense allows you to change the details you want displayed.

1	Select the View-Options menu item.

2	Click the Task Level tab.

3	Select the task levels to display for entries by clicking the check box for the levels to display.

Tips

•  	Each entry's task level name is always displayed whether that level is selected or not.


How To Automatically Round Timer Entries

Timeless Time & Expense will round timer entries to 1, 3, 5, 10, 15, 30 or 60 minute intervals.

1	Select the View-Options menu item.

2	Click the Time Entries tab.

3	In the Round Time combo box, select the interval to round timer entries to.

Tips

•  	Timeless Time & Expense will round the start and end times either up or down depending on which is closer.


Timeless Time & Expense

Timeless Time & Expense was designed to track time and expenses without taking a lot of time.  It is as easy to track time at a very fine level of detail as it is at a very high level.

Most time and expense tracking software is geared towards collecting just enough information to provide accurate billing.  Timeless Time & Expense goes further and allows you to easily track time at a much finer level of detail. With Timeless Time & Expense's flexible reporting capability, you get the information needed to accurately estimate time and costs on future tasks in addition to accurate billing information.

MAG Softwrx is a member of the Association of Shareware Professionals (ASP). ASP wants to make sure that the shareware principle works for you. If you are unable to resolve a shareware-related problem with an ASP member by contacting the member directly, ASP may be able to help. The ASP Ombudsman can help you resolve a dispute or problem with an ASP member, but does not provide technical support for members' products. Please write to the ASP Ombudsman at 157-F Love Ave, Greenwood, IN 46142 USA, FAX 317-888-2195, or send email to omb@asp-shareware.org.


How to Start a Timer from a Previous Entry

With Timeless Time & Expense, you can start the timer from existing entries.  This allows you to start timers quickly for the tasks you have used recently.

1	Select a time or expense entry to start the time on.

2	Select Start Timer from the Edit menu or press CTRL-G.

Tips

•  	Time and Expense entries can also be added from existing entries.


How To Change Expense Types

An unlimited number of expense types may be defined according to your needs.

1	Select the View-Options menu item.

2	Click the Expense Types tab.

3	Select an expense type and press Edit -or- press New to create a new expense type.

4	Edit the expense type name.

Tips

•  	Expense Types can be used to filter expense entries in reports.


How to Get Updates from our Web Site

Program updates, utilities and additional information can be obtained from the MAG Softwrx web site.

1	Connect to the Internet using your internet browser.

2	Enter the address http://www.magsoftwrx.com in your browser.

3	Go to the Updates and Support pages.

Tips

•  	Links to full version downloads can also be found at the MAG Softwrx website.


How To Change Payment Methods

An unlimited number of payment methods may be defined according to your needs.

1	Select the View-Options menu item.

2	Click the Payment Method tab.

3	Select a payment method and press Edit -or- press New to create a new payment method.

4	Edit the payment method name.

5	Enter account number and type if applicable.

Tips

•  	Payment Methods can be used to filter expense entries in reports.


How To Enter a Default Mileage Rate

A default mileage rate may be entered that will automatically be used when creating expense entries with an expense type of 'Mileage'.

1	Select the View-Options menu item.

2	Click the General tab.

3	Enter the new default mileage rate in dollars and cents (.315 = 31.5 cents per mile).

Tips

• 	Changing the default mileage rate will not change existing entries.

• 	Mileage rate may be overridden for any expense entry.


How To Sort Entries

Time and expense entries displayed in the day's entries list may be sorted by any of the fields displayed.

1	Click the column header of the field to sort by.


How To Automatically Display a Time Entries Properties

A timer entry's properties can be automatically displayed when the entry is started or stopped.

1	Select the View-Options menu item.

2	Click the Time Entries tab.

3	Check the boxes to show properties when starting and/or stopping a task.

Tips

• 	This makes it easier to remember to enter a note or to change the activity for a timer entry.

• 	This makes it easy to adjust the start time if you forgot to start the timer for a new task.


How To Adjust Overlapping Time Entries

Overlapping time entries can automatically adjusted, saving the effort to adjust multiple time entries.

1	When a time entry is started, stopped or changed and it overlaps with another entry, the Time Entry Conflict dialog will appear.

2	Select how to resolve the conflict.

Tips

•	All entries this time entry conflicts with are resolved at once.


How To Summarize Time Summary Reports by Activity

Time summary reports can be summarized by activity .

1	Open the time summary report's properties.

2	Click the Summarize tab.

3	Select Activity from the Summarize Task Level combo box.

Tips

• 	Expense reports can be summarized by expense type or payment method.


How To Rollup Time and Expense Entries

Time summary reports can have time entries rollup to parent task summaries.  This results in a report where your can see the total time for a task and all its subtasks at once.

1	Open the time summary report's properties.

2	Click the Summarize tab.

3	Check the Rollup Entries to Parent Tasks checkbox.

Tips

• 	Expense reports can have expense amounts rollup up also.


How To Move a Task

Task items can be moved to reorganize the task hierarchy.

1	Click down on the task to move.

2	Drag the task to a new parent task.

Tips

• 	All child task items will also be moved.


How To View By Task

Time Entries may be viewed by task in addition to by date.

1	Select Task from the View Menu.


How To Move Entries

Time, Expense and To Do Entries can be moved if placed on the wrong task or to reorganize the task hierarchy.

1	Click down on the entry to move.

2	Drag the entry to a new task.

Tips

•   	Use Task view to easily move many entries on a task.


How To Add Address to Invoice Report

An address or other information may be added to the top of all Invoice reports.

1	Select Options from the View menu.

2	Select the Invoice Tab.

3	Enter an address or other invoice information.

Tips

•  	Press Ctrl-Enter to start a new line.


How To Create a Quick Detail Report

A detail report for may be printed for the entries being displayed without going through the report wizard.

1	Select tab that contains the entries to be printed.

2	Select Print Preview, Print or Export Report Data from the File menu.

Tips

• 	Quick Detail reports can be for either Date or Task view.


How To Start a Timer Entry from a To Do Entry
How to Start a Timer from a To Do Entry

With Timeless Time & Expense, you can start the timer from to do entries.  This allows you to start timers quickly from you To Do list, eliminating the need to find the associated task.

1	Select a to do entry to start the time on.

2	Select Start Timer from the Edit menu or press CTRL-G.

Tips

• 	The to do entry's description is carried forward into the new timer entry's note.


How to Disable Automatic Save

Timeless Time & Expense will normally save your changes as you make them.  If you want to control when saves occur, you may disable automatic save.

1	Select Options from the view menu.

2	On the General tab, uncheck Automatic Save.

Tips

• 	This is not recommended for individuals with unstable computers.


How to Print on Letterhead Paper

Report printing can easily be configure to print around a letterhead.

1	Select Page Setup from the File menu.

2	Adjust margins to print around you letterhead.

Tips

• 	Print margins are saved are used for printing all reports until changed.


How to Export Report Data

With Timeless Time & Expense, you can export report data in any report to a file for use by other applications.

1	Select an existing report or create a new one.

2	Select Export Report Data from the File menu.

3	Enter a file name.

4	Select a format.

5	Press OK to export.


How To Associate a Contact with a Task

With Timeless Time & Expense, you can associate contact information with a task.

1	Select an existing task.

2	Select Properties from the Edit menu.

3	Uncheck Use Parent Contact.

4	Press New Contact.

5	Enter Contact information.

6	Press OK.


How To add Activity Rates

With Timeless Time & Expense, you can use specific billing rates based on the activity being done.

1	Select an existing task.

2	Select Properties from the Edit menu.

3	Switch to the Billing tab.

4	Uncheck Use Parent Billing Information.

5	Check Billable Task and Use Activity Rates.

6	Select an Activity and press Edit.

7	Enter Activity rate information.

8	Press OK.

Tips

• 	Activity rates can be reset to the default by pressing Clear.


How To Pause the Timer

A timer can be paused and later resumed.

1	Select Pause Timer from the Edit menu.

2	To resume timer, select Resume Timer from the Edit menu.

Tips

• 	The timer may also be paused from either the Tray icon or from the toolbar.

• 	Pausing and resuming will not display the time entries properties even if selected in the General Options.


How To Move an Expense

An expense entry may be moved to a new day.

1	Right click on the Expense entry.

2	Select Move Day menu item

3	Enter the new day for the expense entry.

4	Press OK.


How To Inactivate a Task

Tasks can be Inactivated and optionally hidden from view.

1	Select the Task to inactivate.

2	Select Inactive from the Edit menu.

3	To hide inactive tasks, select Hide Inactive from the View menu.


Tutorial

This tutorial will show the features of Timeless Time & Expense.  It is broken up into two parts.  The Basics will show all you need to know to get up and running quickly.  Advanced Features will show the features that will allow you to get the most out of Timeless Time & Expense.  Project  Management Features will show you how to use Timeless Time & Expense to integrate with project management software.

For this tutorial, we will track the time and expenses for J. Doe.  J. works as a travelling computer consultant for the Acme Consulting.  J. has multiple clients and multiple projects.  J. is an all around busy individual who does not have a lot of time to track time and expenses.


The Basics

Starting a New File

Adding Tasks

Adding Time Entries

Starting Time Entries

Adding Expense Entries

Adding To Do Entries

Adding Activities

Adding Expense Types

Adding Payment Methods

Editing Tasks

Editing Time Entries

Editing Expense Entries

Editing To Do Entries

Complete To Do Entries

Adding a Contact

Creating Reports

Registering Timeless Time & Expense


Starting a New File

Each person who wants to track their time in Timeless Time & Expense creates their own file.

To create a new file select New from the File menu.  When prompted, enter the name of the user of the new file.  In this case enter "J. Doe".

Next enter the name to save this file under.  You may accept the default name or enter a new file name.  Press enter to save the file.


Adding Tasks

The first step to accurately tracking time and expenses is creating a task hierarchy that reflects your real world situation.

J. Doe works for two different clients, First Northern Life Insurance and Third Rate Foods.  For each client, J. is involved with multiple projects.

Timeless Time & Expense allows you to create tasks in two different ways.  First let's create a task for First Northern Life Insurance.  Highlight 'J.Doe' at the top of the task hierarchy.  Next, Select New Client from the Insert menu.  'New Client' is added to under 'J.Doe' and is highlighted.  Type 'First Northern Life' in its place.

Now to create a task for 'Third Rate Foods' in a different way.  Click on 'J. Doe' with the Right mouse button.  From the popup menu, select Add Client.  Enter 'Third Rate Foods'.

Continue by adding the Project 'Competitive Price Lookup' under Third Rate Foods.  Then add the Sub Project 'Web Pages' under Competitive Price Lookup.


Adding Time Entries

Timeless Time & Expense tracks time entered by associating time entries with different tasks.  At a minimum, a time entry requires a start and end time.  Optionally, an activity and note may be entered.

Let's add a time entry for J. Doe.  Highlight the task 'Competitive Price Lookup'.  Select New Time Entry from the Insert menu.  Enter a start time of 8:00AM and an end time of 10:00AM.  Tab to the note field and enter 'Project initiation'.  Leave Activity blank.  Activities will be discussed later.  Press OK.

Time entries may also be entered by pressing the New Time Entry toolbar button or by dragging a task to the Time Entry list.


Starting Time Entries

Timeless Time & Expense will also start a timer on a task.  This reduces the amount of effort needed when changing tasks.

Let's start a timer for J. Doe.  Select the task 'Web Pages' and select Start Timer from the Edit menu.  If another entry is running, it will be stopped automatically when starting the new timer.

Additionally, a  time entry can be started by pressing Ctrl-G or pressing the Start Time Entry toolbar button


Adding Expense Entries

Timeless Time & Expense tracks expenses entered by associating expense entries with different tasks.  Expenses may be categorized by expense type and payment method.

Let's add a expense entry for lunch.  First press the Expense Entries tab.  Next, select the client 'Third Rate Foods'.  Select New Expense Entry from the Insert menu.  Select Lunch as an expense type and enter 12.00 in the expense amount field.  Leave Payment Method blank.  Payment Methods will be discussed later.  Press OK.

Expense entries may also be entered by pressing the New Expense Entry toolbar button or by dragging a task to the Time Entries list.


Adding To Do Entries

Timeless Time & Expense tracks items you need to do by associating then with different tasks.  At a minimum, a to do entry requires a description.  Optionally, a priority, due date, complete date and note may be entered.

Let's add a to do entry for J. Doe.  Highlight the task 'Third Rate Foods'.  Select New To Do Entry from the Insert menu.  Enter a description of 'Submit time and expense report', a priority of '5' and a due date of December 16th.  Leave complete date and note blank.  Press OK.

To Do entries may also be entered by pressing the New To Do Entry toolbar button or by dragging a task to the To Do Entry list.


Adding Activities

Timeless Time & Expense allows time entries to be assigned to different activities.  Activities are used to track specific types of work performed on tasks.  The activities are later used to filter reports.

Before activities can be assigned, they must be defined.  To define activities, select Options from the View menu.  Select the Activities tab.

Add the activity 'Meetings' by pressing the New button.  Enter 'Meetings' in the space provided and press OK.  Create two more activities, 'Analysis' and 'Coding'.


Editing Tasks

After a task has been created, additional details can be entered to be used in other parts of Timeless Time & Expense.

Highlight the client 'Third Rate Foods' and select Properties from Edit menu.  The Task Properties  will be displayed.

Enter the abbreviation '3rd Foods' in the abbreviation field.  Uncheck the Use Parent Billing Information box and enter a billing rate of 75.00 in the billing rate.  Uncheck the Use Parent Task ID box and enter a Task ID of 001234.  Press OK


Adding Expense Types

Timeless Time & Expense allows expense entries to be assigned to different expense types.  Expense Types are are used to track what an expense was for.  The expense types are later used to filter reports.

Timeless Time & Expense comes pre-loaded with some common expense types.  To define additional expense types, select Options from the View menu.  Select the Expense Types tab.

Add the expense type 'Tolls' by pressing the New button.  Enter 'Tolls' in the space provided and press OK.


Adding Payment Methods

Timeless Time & Expense allows expense entries to be assigned to different payment methods.  Payment Methods are used to track how an expense was paid for.  The payment methods are later used to filter reports.

Before payment methods can be assigned, they must be defined.  To define payment methods, select Options from the View menu.  Select the Payment Methods tab.

Add the payment method 'Acme VISA' by pressing the New button.  Enter 'Acme VISA' in the Name field. Select 'Company Credit Card' as the Account Type and  press OK.  Create another payment method call 'My Wallet' with an account type of 'Cash'.


Editing Time Entries

When a time entry has been created, its details can be edited.

Highlight the time entry at 8:00 and select Properties from Edit menu.  The Time Entry Properties  will be displayed.  Double clicking a time entry will also display the properties.

Select the activity 'Meetings'.  To remove the activity, press delete.


Editing To Do Entries

After a to do entry has been created, its details can be edited.

Highlight the to do entry 'Submit Time and Expense Report' and select Properties from Edit menu.  The To Do Entry Properties will be displayed.  Double clicking an to do entry will also display the properties.

Change the priority to 'A'.  To remove the priority, press delete.


Complete To Do Entry

Timeless Time & Expense will easily complete an outstanding to do entry.

Select the to do entry 'Submit Time and Expense Reports' and select Complete from the Edit menu.  The entry will be completed on the day selected on the calendar.


Editing Expense Entries

After a expense entry has been created, its details can be entered to be used in other parts of Timeless Time & Expense.

Highlight the $12.00 lunch expense and select Properties from Edit menu.  The Expense Entry Properties will be displayed.  Double clicking an expense entry will also display the properties.

Select the expense type 'Tolls' and the payment method 'My Wallet' now.  To remove the expense type or payment method, press delete.


Task Item
Any item in the task hierarchy.  This includes employees, clients, project, as well as any user defined levels.


Adding a Contact

For many tasks, someone is the main contact for information.  Timeless Time & Expense provides a convenient way to associate contacts with task items.

Highlight the client 'Third Rate Foods' and select Properties from Edit menu.  The Task Properties  will be displayed.

Uncheck the Use Parent Contact box.  Press the New Contact button.  Enter a first and last name.  Press OK


Creating Reports

After entering time and expenses, it is important to be able to display the right amount of information.  With Timeless Time & Expense, a variety of filters are used to display just the level of detail needed.

A basic report wizard is used to create a report quickly and easily.  The options presented vary by the report type selected.

Each Friday, J. Doe needs to submit a weekly time report summarized by day and project.

To create this report, select New Report from the Insert menu.  The report wizard will start guiding you through the process.

1) Select Time Summary as the type of report.  Press Next.

2) Select Current Week as the time frame of the report.  Press Next.

3) Select J. Doe as the task to summarize.  Press Next.

4) Select All Activities.  Press Next.

5) Select Project as the Task Level to summarize by.  Select Day as the Time Frame to summarize by.  Check Show Totals to add a total column and row to the report.  Press Next.

6) Check the Task ID and Billing Rate boxes to display them on the report.  Press Next.

7) Enter the Title 'Weekly Project Summary'.  Press Finish to view the report.

For more report examples, view the sample file.


Registering
Registering Timeless Time & Expense

Timeless Time & Expense is Shareware.  Shareware is a software distribution method that allows you to try before you buy.  You are free to use Timeless Time & Expense for 30 days to see if it fits your needs.  To continue using after thirty days, you will be required to purchase Timeless Time & Expense.  Shortly after, you will receive a registration number that will eliminate shareware warning messages and allow you to continue recording time and expenses after 30 days.  Registered users also receive 90 days free technical support.

To enter you registration number, select About Timeless Time & Expense from the Help menu.  Press the Registration button and enter you name and registration number exactly as the appear on the registration confirmation you received from MAG Softwrx.


Advanced Features

Start Menu

Task Levels

View Entries By Task

Moving Tasks

Moving Entries

Rounding Timer Entries

Elapsed Time Format

Automatically Display Time Entry Properties

Adjusting Overlapping Time Entries

Adding Entries from Existing Entries

Drag Task to Create Entries

Deleting Tasks

Page Setup

Quick Detail Reports

Export Report Data

Archive Entries

Assigning Activity Rates


Start Menu

Timeless Time & Expense integrates with the windows Start menu to simplify starting task timers.  The most recently used task list is available while Timeless Time & Expense remains minimized on your desktop.  This minimizes the interruptions to normal work flow, which makes time tracking easier and more natural.

To display the most recently used task list, right click on the Timeless Time & Expense icon on the Start menu tray.  Under Start Task, select the task to start.


Task Levels

Timeless Time & Expense allows tasks to be categorized up to twenty levels deep.  Best of all, it is as easy to track time at the twentieth level as it is the first.

To add additional levels, go to the Task Level Options by selecting Options under the View menu item.  Select the Task Level tab.  To change the name or add a level, highlight the task level name.  Type the new name in the Level Name field.

Timeless Time & Expense allows you to change the level of detail that is displayed for time and expense entries.  The lowest level task name will always be shown along with any other task levels selected.  Check the box next to the levels you would like to see in the time and expense entry list.   Change some of the selections and see how it effects the display of the time entries we entered earlier.


View Entries By Task

When trying to find when certain work was done or an expense was incurred on a task, it is not necessary to run detail reports find a particular entry.  Timeless Time & Expense allows you view all entries for a task, no matter when they occurred.

To view by task, select Task from the View menu.  To switch back, select Date from the View menu.  Timeless Time & Expense also provides toolbar  buttons to change the view.


Moving Tasks

Sometimes we need to reorganize our task hierarchy.  With Timeless Time & Expense you can move tasks around without effecting existing reports or time and expense entries.

Click down on the task to move.  Drag the task to a new parent task.  Any child tasks will also be moved.

When moving tasks, you have to keep tasks in a descending hierarchy.  This means you may have to change the task levels of tasks before moving.


Moving Entries

Sometimes entries are added for the wrong tasks or one task needs to be broken out into multiple tasks.  With Timeless Time & Expense you can move entires around without effecting the information in them.

Click down on the task to move.  Drag the entry to a new parent task.  When separating an existing task into multiple new tasks, it is helpful to View entries by task.


Rounding Time Entries

Timeless Time & Expense will round timer entries to 1, 3, 5, 6, 10, 15, 30 or 60 minute intervals.

To change the rounding interval used, go to the Time Entry Option page by selecting Options from the View menu.  Select the Time Entries tab and change the Round Time selection.

Timeless Time & Expense will round the start and end times either up or down depending on which is closer.


Elapsed Time Format

Timeless Time & Expense will display elapsed time on reports and time entries in either time or decimal format.

To change the elapsed time format, go to the Time Entry Option page by selecting Options from the View menu.  Select the Time Entries tab and change the Time Format selection.


Automatically Displaying Time Entry Properties

Timeless Time & Expense will automatically display a time entry's properties when starting and/or stopping the timer.  This is useful for capturing activities and notes associated with a time entry when the event occurs.

To enable the automatic display of time entry properties, go to the Time Entry Option page by selecting Options from the View menu.  Check the boxes to display the time properties when desired.


Adjusting Overlapping Time Entries

Timeless Time & Expense will assist you in correcting overlapping entries.  If you create a new time entry that overlaps another, you will be given the option of how to correct the overlap.

To demonstrate, create a new time entry that goes from 9:00 - 11:00.  This will overlap with our existing entry from 8:00 - 10:00.   Press OK.  When prompted, choose to adjust other time entries.  Look at the time entries.  You notice that the first entry was automatically adjusted to end at 9:00.

This is especially useful when you forget to start a timer.  By adjusting the start time of the running entry, you can correct both entries at once.


Adding Entries from Existing Entries

With Timeless Time & Expense, you can add new entries from existing entries.  This allows you to add entries quickly for the tasks you have used recently.

Right click on the 8:00 time entry and select New Time Entry.


Drag Task to Create Entries

Entries may also be created by dragging a task to the time or expense entry list.

Select the Expenses tab.  Select and drag the 'Competitive Price Lookup' project to the expense list.  Create a Dinner expense.


Deleting Tasks

Sometimes when reorganizing or consolidating the task structure you will want to delete tasks.  Timeless Time & Expense will allow you to delete a task and will optionally move all existing entries to the deleted task item's parent task.

Highlight the Task 'Web Pages'.  Select Delete from the Edit menu.  Confirm that you want to delete the task.  When are asked if you would like to rollup entries, answer Yes.  Notice that the time entries have changed from 'Web Pages' to 'Competitive Price Lookup'.


Page Setup

When you need to print on letterhead paper or just want to change the print margins, Page Setup allows you to do it easily.

From the File menu, select Page Setup.  Adjust the margins as needed and press OK.


Quick Detail Reports

When you need to print the entries displayed in the current view, Quick Detail Reports do it for you without creating a report.  Time, Expense or To Do entries may be printed from either Date or Task View.

With the desired entry list displayed, select Print or Print Preview from the File menu.


Export Report Data

Often times it is valuable to be able to export data from Timeless Time & Expense for analysis in another tool.  Timeless Time & Expense exports in some simple, widely used formats.

To export data, select or create a report that has the data you need.  Highlight the report and select Export Report Data from the File menu.

When exporting elapsed time, the format is the same as selected for Elapsed Time Format on the Time Entry Options.


Export Formats

CSV - Comma Separated Values

Exported items are separated by commas and text values are enclosed in quotes.

Elapsed Time is formatted as selected on Elapsed Time Format option.

A Header row is included which defines each column's content.

HTML - Hypertext Markup Language

Report is the same as a standard printed report, only in HTML format.  Use you browser or other software that reads HTML format to view the report.  HTML exports can be sent as an attachment and/or viewed by others without having to print a copy.

TAB - Tab Delimited

Exported items are separated by Tabs.

Elapsed Time is formatted as selected on Elapsed Time Format option.

A Header row is included which defines each column's content.


Archive Entries

Many times, when concluding a project or at the end of the year, you may want to archive a select set of time, expense and to do entries.  Timeless Time & Expense lets you archive selected entries to a new file that can be used just like any other Timeless Time & Expense file.

Let's archive all entries before January 1st, 1997 for the client Third Rate Foods.  From the File menu, select Archive Entries.  On the Archive Entries window Select Third Rate Foods in the task hierarchy.  Enter or select the end date of December 31, 1996.  Press OK.  When prompted, enter the archive file name of Third Rate Foods 1996.tls.  Press Save.  Now open the file you just saved to see that only the selected entries are there.

If you want to removed the archived entries from your current Timeless Time & Expense file, check the Delete Archived Entries box.


Assigning Activity Rates

In addition to simple billing rates, Timeless Time & Expense lets you set different billing rates for each activity.

Highlight the client 'Third Rate Foods' and select Properties from Edit menu.  The Task Properties  will be displayed.  Switch to the Billing tab.

Uncheck the Use Parent Billing Information box if checked.  Check the Use Activity Rates.  Highlight the activity Analysis and press Edit.  Enter a regular rate of $100.00.  Press OK.


Project Management Features

Note: The following steps can only be completed if you have supported project management software installed.

Adding a Project

Updating a Project

Completing a Task

Unassigned Tasks

Deleting a Project


Adding a Project

Timeless Time & Expense can integrate with project management software to create task hierarchies.  Time and Expenses can be updated from entries entered into Timeless Time & Expense, simplifying project tracking.

Select Projects from the Tools menu. Press the New button.  Select the SuperSaverPlan file in the samples folder for your project management software.  Select the resource Lead Programmer.  Select Third Rate Foods as the the parent task for project.

Task will be created to match the project hierarchy and To Do items will be created for tasks assigned to the resource selected.  Estimates will also entered for each assigned task if your project management interface supports it.


Updating a Project

By updating you project, Timeless Time & Expense can keep your task hierarchy up to date with your project.  Your project time and costs and even estimates can be updated in your project plan provided your project management software and project options support it.

The estimate of Database Design task is going to take more time that we initially thought.  Update the time estimate to 30 hours on the task's properties.  Now update the project

Select Projects from the Tools menu. Highlight the SuperSaverPlan project.  Press the Update button.  Select only the Update Work Estimates item.  Press OK.


Deleting a Project

After a project is complete, you can delete the project but keep all your entries.

Select Projects from the Tools menu. Highlight the SuperSaverPlan project.  Press the Delete button.  Press OK.

Once the project has been deleted, you can delete tasks as you normally would, if needed.


Completing a Project Task

Timeless Time & Expense can also mark the task as complete in your project management software.

For example, to marked the Database Design task as complete, you need to complete the imported To Do entry for the task.  Switch to the To Do tab.  Highlight the Database Design to do entry.  Select Complete from the Edit menu.  The next time work is updated in the project, the entry will be marked as complete.


Unassigned Tasks

Occasionally, you may need to log time to a project task that you have not been assigned to.  Timeless Time & Expense will still update the project with work.

To ensure good project planning, you may want to add an estimate for the task in Timeless Time & Expense.  The estimate will be updated in your project when you update the project.


Supported Project Management Software

With the 1.30 release of Timeless Time & Expense, Microsoft® Project 98 is supported.

Other project management software will be supported based on demand.  See our website for available project management interfaces.

Microsoft is a registered trademark of the Microsoft Corporation


Microsoft Project 98 Interface
Microsoft® Project 98 Interface

The interface to Project 98 supports the following features:

- Updating of tasks and estimates in Timeless Time & Expense

- Updating Time estimates in Project 98

- Updating Time worked in Project 98

- Updating Costs in Project 98

To update any information in Project 98, a resource must be selected during the initial import into Timeless Time & Expense.

To update cost information in Project 98, Project 98 must be configured so that cost are not automatically calculate.  This setting can be found on the Calculation tab of the options dialog in Project 98.

Microsoft is a registered trademark of the Microsoft Corporation