About Workers

Workers are the people for whom you bill time. Generally, a slip corresponds to a task or a series of tasks; a worker corresponds to who actually performed those tasks.

In the Labels pane of Billings Preferences, you can enable labeling slips with workers and set up the workers. Upon doing this, all the workers you have set up in the Preferences will be available for selection in a slip creation/edit window from a pop-up menu. This makes it easy to identify who has worked on the task and apply the correct billing rate for that individual when sending an invoice.

When viewing the estimate/working slips for a project, you can ensure that Billings shows the Worker column by right-clicking the table header row and selecting Worker. You can also set the worker name on blueprints and show them on invoices if desired.

When you import a task/appointment from Daylite, the owner of the task/appointment becomes a worker in Billings and is automatically added to the list of workers. The worker name exactly matches the full name of the owner in Daylite. If you are adding a worker manually in the Preferences, the worker name in Billings should exactly match the owner name of the task/appointment in Daylite.

See also

Setting up a worker