Get Started with Briox Time and Expenses

How it works

Briox Time is organised into Assignments which group the various Activities you perform for your Customers.

Each activity can in turn be linked to an Item with a price so that you can invoice your clients directly from Briox.

Example: 

Assignment:  Design work 
Which has Activities: Analysis, Production, Consultation, Research, User Tests, Travel and Expenses ...
These activities are then linked to Items  with Prices which can be invoiced:  the price is what you or your employees take for your time when performing these tasks for a specific customer. You can even include expenses and mileage if you wish.

If your work is somewhat recurring, we recommend you set up Assignment Templates that can be copied when setting up assignments for specifik customers. This will avoid discrepancies and save time.

Before getting started 

Before you start working in Briox Time, make sure you have:

• Set up your items and price lists
• Set up your assignment templates
• Set up your customer and create their assignment
• For internal time that is not to be invoiced and is only used for payroll purposes, you can use the pre-set up Assignment:  Internal Time.

Set up and invite users to Time 

Note, only system administrators program administrators can add users and give them access rights.

If several users are to use time or simply report time, proceed as follows:

• Add users and give them access rights
• Set user access rights for time
• Invite users to the Briox App (choose the Briox Time app)

Start reporting time

• Register time
• Approve time or skip this step
• Remind users to report their time automatically
• Invoice time
• Check your time reports
  
  NOTE:
  • Time invoicing can be carried out per Assignment or per Customer, choose the option Mass Invoicing in this case.