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Document Generation

Create professional PDF documents from your time tracking data with customizable templates.

Document Types​

TypeContentsBest For
InvoiceTasks + Expenses + Payment detailsClient billing
TimesheetTime entries + Signature lineHR records
Work RecordTasks + Expenses + Per-task signaturesDetailed work reports

Document List​

View and manage all created documents:

  • Tab navigation between document types
  • Search by title, client, or description
  • Filter by approval status
  • Template library for quick document creation

Document List Interface

Creating Documents​

1. Basic Information​

  1. Click "New Document"
  2. Select document type
  3. Enter:
    • Document title
    • Headline
    • Document number
    • Customer reference
  4. Upload company logo

New Document Form

2. Content Selection​

Add Time Entries:

  1. Click "Select Tasks"
  2. Apply filters as needed
  3. Choose relevant tasks
  4. Click "Add Selection"

Task Selection Modal

Include Expenses:

  1. Toggle "Include Expenses"
  2. Click "Select Expenses"
  3. Choose billable items

Expense Selection

3. Financial Details​

  • Apply discounts or tax rates
  • View automatic totals calculation
  • Add payment terms in "Additional Info"

Financial Summary

4. Payment Tracking​

  • Set payment due date
  • Record payment method
  • Track partial payments
  • Mark as paid when completed

Payment Options

Exporting Documents​

  1. Open document details
  2. Click "Actions" (top-right)
  3. Choose between Send Email/Print/Download the document
  4. Print or share as needed

PDF Output Example

Document Tips​

  • Use templates for frequent document types
  • Preview before generating final PDF
  • Number documents sequentially
  • Archive paid invoices for records