Do you have aging? How do I see overdue invoices?

If you are hoping to see the typical 30, 60, 90 days overdue, Intervals does not currently display overdue invoices in this fashion.  Overdue invoices are shown by how many days they are overdue. To manage overdue invoices, you can use a pre-set filter by navigating to Invoices >> Overdue Invoices. Additionally, you can filter them […]

How do I use the Project Landscape report?

The Project Landscape Report is probably the most comprehensive high level report and you can view by both task estimates and the project estimates. It can be run on one or all clients and contains different tabs showing different detailed information. Basics Tab Time Tab This tab will show all estimated and actual hours across […]

How does Outstanding Balances work?

In Intervals, the definition of an outstanding balance is having done more work (billable hourly work plus any project fees) than you have been paid for.  It is a basic calculation that looks at the total amount of billable work compared to the total amount of payments for the project: The same information is available on […]

How do I use the Crosschart?

The Crosschart report enables you to customize the x and y axis and it is a good report to retrieve hi-level information. The default is person for the x-axis and project for the y-axis but the combinations that can be generated are plenty. If you are a fan of cross tabbing, this report is for […]

How do I use the Break It Down Report?

The Break It Down Report shows billable vs. un-billable hours with the standard report filtering on the left. This report was a popular request from customers who quickly wanted to see how billable time and internal time were related. In addition to the standard filters, this report has an option to view by a time […]

How do I use the Summary Report?

The Summary Report resembles a time sheet. If you are hoping to have the formatting look like the time sheet itself the summary report may be a good candidate since it contains almost identical information to the time sheet.  This is helpful if you need to pass data from Intervals into an external system (payroll, accounting, […]

How do I use the Periscope Report?

## Update ## The Periscope report has been replaced by the Gantt chart. Please visit this Gantt chart help resource to learn more about the Gantt chart. The Periscope Report is a data visualization tool that displays tasks in a similar fashion to a Gantt chart. There are no dependencies, but this is due to Intervals […]

How do I use the Project Activity Report?

The Project Activity Report is one of the most detailed reports available and because of this, it is popular for cases where you need to show accountability to your clients. Two extra options appear in this report. The first is an option for billable/un-billable time. By default, it displays both, but there are other options […]

How do I use the Trends Report?

The Trends Report is a useful tool for project management time tracking. It is great for rendering seasonality, especially if you bill for your time. Here are some questions which this tracking and trending report helps you answer: How many billable hours do we have per week? What are our average billable hours per week? Are […]

How do I use the Mr. Pie Chart Report?

The Mr. Pie Chart Report allows you to slice and dice the data in many different ways. It is a great tool for high level data segmentation. First, start by selecting a “View by” option. In this case, the report is run by person and Current Quarter from the Custom Date Range drop down. Like […]

How do I email a report to my team or client?

To email a report, first run the report and then click on the email icon in the upper right corner of the page to use the “Email this page” function: When you email a page, or any report, the contents of the email are the body of the page, excluding the left column and header navigation. […]

How do I export into a third party payroll system?

With Intervals all data can be exported in CSV format.  If you need to pass data to a payroll system we recommend running a report and exporting the data to CSV. The Summary Report is the best candidate because the formatting is very similar to a time sheet. After the report is run, click on the […]

What is the best report to show estimated vs. actual hours?

There are three different ways you can view your estimated vs. actual hours.  One way is navigating into a project, then selecting “estimated vs. actual” in the left hand column.  There is an option to toggle the estimated vs. actual by task.  For example: Another option is the task listing itself.  A filter can be […]

I need “tax invoice” on my invoice. What are my options?

The invoice template cannot be customized, but existing fields can be used. One workaround is to add “Tax Invoice” to the title when creating the invoice. This way, the words will appear on the invoice. It could also be added to the billing or from address, the fine print section, or even putting the text […]

Can my clients pay the invoice online?

Intervals does not support the ability for clients to pay invoices online at this time. With how Intervals currently works some users place a link to Paypal or their online payment form directly on the invoice.  Either on the invoice description or the fine print field. 

How do I create invoices?

At this time only Administrators and Managers can create invoices and you can only invoice on a per-project basis. If you have not already done so, make sure you have configured the invoicing options that are located in the Default invoicing section of Settings & Defaults. Those settings get used every time a new invoice is created, so configure […]

How do I use the client dashboard?

The client dashboard is a client centric view of all the projects you’ve worked on with a specific client. The top of the client dashboard provides hi level information about the client with a breakdown of payment history by year. In the project balances section, you can toggle active and inactive projects if you prefer. […]

How do I use work types and modules?

Work types and modules are an integral part of the project hierarchy in Intervals. Modules are typically used for a phase of a project or for a feature being developed. They are “categories” where time and tasks are attached for reporting and for management. For example, say designing a logo can be placed in a […]

How do I use the project dashboard?

The Project Dashboard is an overview that shows tasks and time. At the top there is a quick overview of the tasks by status and links to a report if you wish to see more detail. At the top right there is a time overview pie chart for a quick glance at the usage spread […]

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