Engineering services

Have you looked at the tutorial? Help menu > Learning Center. Have you used the Help system?

You want to use Service Items, that is what you enter for the tasks on the timesheet and you can mark these billable to the project, then invoice for the time and pick up the timesheet info for the invoice without doing more data entry.

I guess I use an income account.  I made up a list of service items and column of notes to describe what I did.  I then enter hours and the customer and job.  It would be nice to be able to enter expenses and mileage the same way.

You set up Service items for what you do and price it.

You use Timesheet to enter the tasks you did, selecting the customer, entering short Notes if you like, selecting the Service Item. You mark it Billable.

You invoice the customer, use the Add Time & Costs button,  and billable time is there, waiting for you to select it.

This is covered in the tutorials, and in Help. search on keywords such as Job Tracking, Customer Sales, Billable Time and Timesheets.

You use Company menu > Enter Vehicle Mileage.

You set up an Other Charge type of item for Mileage, price it.

Use this item when you enter a trip, tracking the mileage by Customer name, and marking Billable.

When you use Add Time & Costs, not only is there a Time tab, but you also see a Mileage tab. All pending mileage marked billable shows here, for you to select and add to the invoice.

Track mileage and mark it Not Billable (remove the checkmark) for customer trips not billable but now you are tracking business trips per IRS requirements.

The Add Time & Costs button shows four tabs total: Time, Mileage, Items and Expenses.

So, for example, you enter a check you wrote to the city for a building permit, you enter the data on the check using the Expenses or Items tab, you select the customer name and mark it Billable.

You enter a credit card charge for airfare from when you visited the job site. You enter the customer name, you mark it billable.

When you invoice this customer, you use Add Time & Costs, you select the pending Time, Mileage, Items and Expenses.

Now you have on this invoice your timesheet entries, the airfare, the mileage and the permit cost. All billed to this customer.

This is all in the tutorials. Except they don't show Mileage, but you can find it using Help.

For income and expense accounts, you use the tax form you will file. You can't report what you aren't tracking.

For Items, you set up what you make, do, sell or charge. You can use Master Spec Divisions, if you want to. Or, AIA phases.