Re: org-mode time tracking setup integrating with SaaS (Harvest, Toggl, Bonsai etc)

[Russell Adams <RLAdams@AdamsInfoServ.Com>]

On Fri, Oct 09, 2020 at 07:21:24PM +0800, Daryl Manning wrote:
> I'm just setting up a new time tracking system and have in the past used
> Harvest to track and bill clients.
>

I bill my clients from work I log with Org.

I keep one file per project per customer. Every time I change tasks,
leave the keyboard and return, or just feel it is appropriate I add an
inactive timestamp to my notes. I've simplified that with a keybind to
make it one keypress instead of C-u C-c ! Enter.

At the end of the month, I look at a per Org file agenda via with
logbook mode and inactive timestamps enabled (C-c a 1 a L [) and count
up the hours. On issue with automating the counting (ie: clocking in
and out) is that each customer may have different rules (ie: minimum
hours for a task, emergency after hours support, etc). I haven't a
good way to encode that information. I do tend to make a simple table
with my count.

I enter this data manually into other timekeeping systems depending on
the customer, or my invoicing system. Unfortunately given the variety
I see no good way to directly export and invoice.

I find the flexibility of Org allows me to quickly do this with all my
needed data in one place. I often put ticket #'s as tags on my
headlines, and if a customer questions the bill I just save my agenda
view as HTML and send it over.

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Russell Adams                            RLAdams@AdamsInfoServ.com

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