Setting up a worker

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 add workers.

Upon doing this, all the workers you have set up in the Preferences will be available for selection from a pop-up menu in the slip window and you can assign a worker to the slip. The benefit of doing this is it makes it easy to identify who has worked on the task and apply the correct billing rate set for that individual when sending an invoice.

To set up a worker

  1. Choose Billings > Preferences.
  2. Click Labels.
  3. Click Workers.
  4. Select the Enable labelling slips with workers checkbox.
  5. Click the + button to add a worker. Enter a name for the worker.

You can delete a worker by selecting the worker and clicking the - button.

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

About Workers