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 […]

Project budgets and estimated work, how does it work?

In Intervals, every time you create a project, there is an optional budget amount: This project budget on the profile view is the high level budget for the project and can be whatever you like. If you flat bid it can be that amount. If you do a combination of flat bids and hourly bids it […]

What does uninvoiced mean?

On the Project Dashboard and on the Outstanding Balances Report there are references to uninvoiced. In the screenshot below the uninvoiced line item shows the amount of billable work that has been done, but not yet invoiced. Think of it as a cue that a client may need to get invoiced for work performed. In […]

How do I create a project?

Projects can only be created by administrator level users by going to Projects >> Create a new project. If your account is not a administrator you can reach out to an administrator on your account to create the project for you. They will also need to give you access to the project. The reason for this […]

How to create and use a task template

Intervals has the ability to copy tasks, as well as projects. Templates are handy for those elaborate tasks or projects that are repeatable where you don’t want to build them from the ground up each time. Task Templates If you regularly use the same task across different projects, we recommend setting up task templates and […]

Importing people: three ways to do it

Importing as contacts In Intervals, Contacts do not have ability to log in so none of their user account fields are required, such as the username or password. If an email is supplied, it will only be used to populate the contact card for that person. If you’re not already familiar with contacts, have a look […]

How do I add a project feed to my RSS reader?

Each Intervals project has a feed that is updated whenever a milestone, task, document or other project asset is added or updated. This feed is also available as an authenticated RSS feed. To add the feed to your favorite RSS reader, first make sure the reader supports authentication RSS feeds. The following instructions apply specifically […]

What makes an invoice outstanding?

The way project invoices are marked as paid/outstanding is a basic calculation that just looks at the total amount to be paid for the invoice vs. any payments. If the amount to be paid is greater than the payments, your account will carry an outstanding invoice. An invoice does not become overdue until it has not been […]

Can I create recurring invoices?

Intervals does not include recurring invoices at this time.  The closest functionality is copying an invoice.  When viewing an invoice there is a copy option in the left column toward the bottom of the page. Note: Invoices based on actual work performed cannot be copied. Only free form invoices can be copied.

How do I save a report?

To save a report, first generate the report by clicking on the “Filter” button in the left column. Scroll to the bottom of the report results and click on the “Save this report” link, give it a name and click Save. Saved reports can now be accessed at anytime and the filters will not need […]

Resource Allocation Report

The Resource Allocation Report is one of the many powerful and useful reports that can be found under the Reports tab. Intervals takes a lightweight approach to resource allocation to reduce the complexities that often accompany resource scheduling features. This report works by leveraging existing task management and time tracking data to provide detailed insight into […]

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