TeamworkPM’s Engine Room

Although we have had Blinksale integrated for a while we never put together a blog post highlighing just how to get your billable time from TeamworKPM into Blinksale.

Below are the steps required to do this.

Step 1: Once you have your invoice sitting in TeamworkPM and you are ready to bill your client, click on "Export invoice" in the bottom left.

Step 2: This will popup the options you have for exporting your invoice. Select Blinksale and then hit export.

Step 3: The first time you do this, you will need to authenicate your Blinksale account. Enter in your Blinksale account URL, your email address and your password then hit Authenicate. Once this is done, this step will be skipped the next time you need to export an invoice.

Step 4: Pick the company the invoice is to be assigned to, enter the payment terms and the click on Export Invoice to Blinksale.

Step 5: The invoice is now sitting in your Blinksale account ready for you to send out.

Harvest was one of the first billing integrations we added so we just wanted to highlight this feature again for all our new users. This also gives us the chance to put together a step by step guide to exporting your time to Harvest.

Step 1: Once you have the time you want allocated to your invoice, click on Export Invoice.

Step 2: The next dialog shows the export options available. Pick Harvest as the service you wish to use.

Step 3: The very first time you connect to Harvest you will need to authenticate your account. To do this just enter in Harvest URL, your email address and password for your Harvest account.

Step 4: Once you are authenticated you will have the option to select a company from your Harvest account and assign the new exported invoice to them. Once you are ready click Export Invoice to Harvest.

Step 5: Your invoice will now be available in your Harvest account ready to send. Now it's time to sit back and wait to get paid!

The billing section within projects has seen a great number of 3rd party integrations over the last few months, and this month is no exception. Thanks mainly to the feedback you guys sent in, we kept the pressure on and went right ahead and added in another billing integration.

We are now proud to announce Xero is now another invoicing application that you can send your billable time to so you can invoice your clients.

If you already use Xero and now you want to know how to hook your TeamworkPM account up so that you can send your invoices, below are the steps involved.

Once you have logged your time marked as billable it will move through into the billing tab. The aim of the game here, is to have no time sitting in the unbilled area. Anytime left here is work you haven’t been paid for, which is never good ;-)

Now for those of you who haven’t used the billing section before I will quickly run through from the start what to do here:

Step 1: Set the user rate for this project.

Step 2: Create a new invoice by clicking on Add Invoice, and filling the details. 

Step 3: Pick the logged time that you wish to assign to the newly created invoice. You can either drag and drop the time onto the invoice or you can pick from the drop menu. You can create as many invoices as you like within a project to break up the invoicing. 

Step 4: Now click on Export Invoice in the bottom right.

Step 5: Pick the integration you wish to use. This time we are going to go with “Export ot Xero file” 

Step 6: Enter the customer name and the click on “Generate file”. This generates a .csv file that can then be imported into Xero. 

Step 7: Load up you Xero account and click Accounts and choose Accounts Receivable from the drop-down menu, then click on import.

Step 8: Locate your Teamwork Invoice file you just downloaded and click Import.

Step 9: is simply confirm the import and your done. Your billable time from TeamworkPM is now sitting in your Xero account ready to send.

With all the screen shots I put together it looks like a lot of steps to get through but all of this is done in well under a minute, and once you are doing this on a regular basis you will be flying through these steps.

For those of you using Xero we really hope you find this integration helpful and as always, any feedback or comments please let us know.

I am very happy to announce our fourth (and not final) billing integration; it is a big one. QuickBooks Online!

This integration works very similarly to our other integrations. There is one difference though, and that is in setting up the connection between Teamwork and QuickBooks Online. I have outlined the steps involved below. We hope you find it useful!

QuickBooks Online Setup

1. Choose an Invoice and click the Export Invoice link at the bottom of the page.

2. A dialog appears asking you to choose an export option. Choose QuickBooks and click the export button.

3. Another dialog appears asking for your connection key. To get your connection key click the "Set up connection" link on the top right.

4. This brings up another window asking you for your QuickBooks login details. If you are currently logged in this step will not apply.

5. Click "Continue".

6. Enter a connection name or leave it as the default "Project Management". Click "Continue".

7. Click the no option for login security.

8. This will bring up another window confirming your choice of login security. Click "I still want to turn login security off" to confirm. Then click "Create Connection".

9. This page will contain your connection page. Copy the connection key to you clipboard (The "copy to clipboard" link doesn't work consistently so do a manual copy of the key).

10. Now you can click continue and close the window.

11. Go back to your TeamworkPM Account and paste your connection key into the field. Click "Authenticate".

12. A loader should appear once your key has been authenticated and then a list of companies associated with your QuickBooks Online account should be loaded in.

13. Choose a company and click Export to QuickBooks.

14. You're done! When you go to export another invoice the list of companies should appear immediately.

Every once in a while we like to post up a sneak peek at what we're working on. As we're pretty close to a final version of the new Billing tab on a project, I'd like to give people the opportunity to test drive this new feature. In this round of Beta testing, we are looking for people who use Freshbooks.

If you use Freshbooks and would like to export your Teamwork billable time and expenses, send us a Feedback message from within your installation and we'll enable the tab for you.

When we enable the Billing tab, you will now be able to turn on Billing for existing projects and any new projects you create.

Once you create an invoice and add time or expenses to it, you will be able to export it in various formats.

• PDF
• Excel
• Freshbooks

To connect with Freshbooks, you will need to enable the Freshbooks API in your Freshbooks account and grab 2 bits of information we need:

• Your Freshbooks API URL
• Your Freshbooks Authentication Token

The first thing you will be asked when you authenticate successfully is to choose a client from your Freshbooks account. We'll pull these back and allow you to choose the client from the drop down. Once you pick the client the new invoice will be posted to Freshbooks. Simple and cool.

We are currently working on 2 more integrations:

• BlinkSale
• Harvest
  

Once we have finished this round of Beta testing, we'll release this to everyone and it will be available to all customers of Teamwork. We'll post up a full blog post of how it works and how best to use it.

Dan.

It's been 2 years coming - we reached the point where Paypal no longer makes sense as the only way to pay us. So for the last week I have been locked away adding support for monthly or annual payments directly from your credit card... and I'm delighted to report that it went live just last night.

From Rick:

That would be perfect! Just let me know what I Need to do. Thanks Rick.

Peter,

    Wow awesome. It worked perfect.  I checked my account and it shows as processing. Thank you very much. Anything on that Iphone app. Rick