What’s new in Chrometa: December 2019

What’s new in Chrometa: December 2019

First things first: Happy New Year!
We had a lot of new features in December, so grab a hot chocolate, sit back and immerse yourself in all things Chrometa.

  • Introducing: Asana Integration
  • New Targets Features
  • Redesigned Invoices

*Introducing: Asana integration

In a nutshell

When it comes to managing projects across teams both large and small, there’s nothing quite like Asana, making it the most powerful alternative to the popular upstart Trello.
Asana is an extremely flexible task management and collaboration tool and we are excited to add it to our integrations list.

How it works

First, connect to Asana

Go to “Account” – “Integrations” in Chrometa. Locate Asana in the top row, and click the “Connect” button:

Time tracking for Asana with Chrometa
https://app.chrometa.com/users/integration_info

Next, tell Asana that it’s okay for Chrometa to access your Asana account:

You’ll then be redirected to your “Projects” tab. A first sync with Asana will be running in the background importing all your projects and tasks into Chrometa.

Time tracking for Asana with Chrometa
https://app.chrometa.com/clients
Time tracking for Asana with Chrometa
https://app.chrometa.com/tasks

Then, assign time entries to your projects

You’ll now be able to assign time entries to your Asana projects (which now exist as Chrometa projects, too). You can do this by using “Rules” as well as the “Move To Project” dropdown from the “Time Summary” screen.

Bottom line? Both Asana and Chrometa make tracking work activities simpler, reducing the need for email and unnecessary meetings, or – as Asana calls it – all that “work about work.”

Not already a Chrometa user? Set up a trial account today and test it out for yourself!

*New Targets Features

In a nutshell

Unclear project status updates can lead to delays, poor execution or a lot of unnecessary meetings. New additions to the “Targets” functionality make it easier than ever for you to control project progress.

How it works

From the “Targets” page, you can now do the following:

  • Create a new target and select a specific phase for the project: phases are defined in the “Tasks” tab and are linked to time entries.
  • Receive an alert before missing a deadline: adjust the target’s date days or weeks before the milestone.
  • Monitor your project’s status: from the “Team Timesheet” or “Summary” views, select the tab ‘By Task’ and see how far a project has come and what’s left to do.
Create targets by phase
https://app.chrometa.com/time_allocations
Report by phases
https://app.chrometa.com/teams/by_task

Don’t have “Targets” set up yet? Click here (https://app.chrometa.com/time_allocations) to start enjoying these benefits immediately


Sign up for Chrometa’s beta by sending us an email

*New! Redesigned Invoices

In a nutshell

The “Invoices Configuration” has two new features to provide you with more control over your invoices. Whether you’re editing or viewing a PDF version of an invoice, you can sort the invoice lines chronologically. In addition, Quickbooks users can automatically create invoices in QBO from Chrometa, avoiding doing the work twice.

How it works

Sorting Invoice lines

The “Configuration” tab in “Invoices” now includes a checkbox that reads “Earliest time entries at the top”, which defaults to “Yes”. From there, you can sort your time entries in chronological or reverse chronological order.

Sorting invoice lines in Chrometa
https://app.chrometa.com/invoices/config_invoice

Exporting Invoices to Quickbooks Online

Once you have your invoice completed in Chrometa, click the “Export to QBO” button located to the right of the “Invoices” list header. Your invoice will be ported over to QuickBooks Online, with the annotation field from Chrometa becoming the description in QuickBooks Online.

Export Invoice to Quickbooks Online QBO
https://app.chrometa.com/invoices/list

Not already a Chrometa user? Set up a trial account today and test it out for yourself!

Have you missed any of the latest and greatest updates from Chrometa? Are there any of the above you’re currently using and loving? Let us know in the comments!

What’s new in Chrometa: September 2019

Here’s what’s new and improved on Chrometa this month.

What’s new in September

Retainer invoices
Beta update: More on Time and Budget targets
Enhanced Team Timesheet and Time Summary pages
Faster loading for project and client reports

*New! Retainer invoices

Some businesses receive retainers or deposits from customers before performing any services. When they invoice customers for services, those invoices are paid using the money from the deposits.

When invoicing a customer, you can now enter the retainer amount. If the total amount of the invoice exceeds the retainer funds available, then the remaining balance will be reflected on the invoice. You can then send the invoice with the outstanding balance to the client. If the retainer funds exceed the amount of the invoice, then the balance will stay in the retainer and can be applied to a future invoice.

How it works:

Step One: Go to Invoices

Step Two: Click the retainer column on your invoice’s line and add a value in your currency.

Chrometa invoice retainer
Chrometa invoice retainer

And that’s it!, the retainer amount is automatically deducted from the invoice’s total.

Not already a Chrometa user? Set up a trial account today and test it out for yourself!

*Beta update: Time and Budget targets are on their way! Or how to monitor team work and check team progress

In a previous blog post, we introduced Targets, in this month’s release you are now able to set targets by phase.

Phases are populated by you Tasks list. If you are a team lead they are shared with all team members. When setting a target, simply select a phase from the dropdown list and Chrometa will track time and revenue against it. You can still combine the phase with a project or client or leave the “Project/Client” field blank.

Chrometa targets by phase
Chrometa targets by phase

Next up?

Next month, we’ll follow up with

  1. Setting recurring targets
  2. Defining targets on clients
  3. Getting email notifications

Want early access to new features like Targets? Or, do you want to share feedback to our developers as they work on the app? It’s not too late to participate in the beta program!

Sign up for Chrometa’s beta by sending us an email .

*New! Enhanced Team Timesheet and Time Summary pages

This month, we’re spotlighting the main tab on the Team Timesheet page that team admins use every day.

In a previous post, we introduced inline editing of time entries for annotations and time, inline categorization, inline task assignment and inline deletion. In the new version of Chrometa, you can do all these actions for multiple entries. Here’s how:

Bulk Actions

Select an entry or multiple entries using the checkbox to apply an action. You can also select all entries for a day or project (matter) by checking the day or project name. Once selected, you can apply the following actions

Chrometa team timesheet selections
Chrometa team timesheet selections

Annotate

Add a description to selected entries.

Move to Project

Categorize selected entries to a project/matter.

Edit Time

Change the duration for selected entries.

Assign Task

Assign selected entries to a task.

Delete entries

Delete all selected entries.

Chrometa team timesheet bulk actions
Chrometa team timesheet bulk actions

Filters

As with most other areas of Chrometa, you can filter and search time entries to see exactly what you are looking for.  Filtering can be done on projects/matters, keywords or a team member.

Chrometa team timesheet filters
Chrometa team timesheet filters

*Featured! Faster loading for project and client reports

In a nutshell: Quickly find how much time you spent on a client for a given period (or for all time).

How it works :

Step One: To view a Client or Project Time for a date range or for all time, open Clients & Projects,

Clients and Projects in Chrometa
Step Two: Search for you client or project (use the search bar at the top of the screen),

Search for a client in Chrometa
Step Three: mouse over the client or project, a blue button appears: “Client Time” and “Project Time”.

Client time in Chrometa

Client Project total time in Chrometa

If you are logged in as a team lead, the new tab will show the team time for the client/project

Not already a Chrometa user? Set up a trial account today and test it out for yourself!

Have you missed any of the latest and greatest updates from Chrometa? Are there any of the above you’re currently using and loving? Let us know in the comments!