Industry ke hisaab se guides
Agencies aur consultancies ke liye Workclave
Clients aur engagements set up kijiye, har engagement ka time track kijiye aur har mahine client hours report kijiye.
Workclave agency mein kaise fit hota hai
| Workclave | Aapki agency mein | Example |
|---|---|---|
| Client (ek team) | Ek client account | GreenLeaf Foods Pvt Ltd |
| Engagement (ek project) | Us client ke liye kaam ka ek hissa | Website Revamp |
| Department | Aapka internal function | Design, Development, Content |
| Session | Ek engagement par lagaya time | Website Revamp par 2h 30m |
Set up
- Setup step 1 mein Agency with multiple clients chuniye. Setup ke baad Workclave clients settings page kholta hai.
- Settings → Workspace mein Agency / consultancy chuniye aur Save Changes par click kijiye.
- Settings → Clients & Permissions mein har account ke liye ek client banaiye.
- Engagements par jaaiye aur har kaam ke liye Add Engagement par click kijiye. Client chuniye.
- Design aur Development jaise departments banaiye, aur HODs chuniye.
- Apne logon ko invite kijiye aur Assign Members se unhe engagements par lagaiye.
Time track kijiye
Log Start session ke bagal mein engagement chunte hain, kaam karte hain, aur Stop session par click karte hain. Engagement badalne ke liye woh stop karke phir start karte hain. Har session ek engagement se juda hota hai.
Time review kijiye
Sessions approval ke liye reviewer ke paas jaate hain. Zyada tar workspaces mein yeh workspace admin hota hai. Dekhiye Sessions approve kijiye.
Client hours report kijiye
- Reports par Timesheet by engagement har insaan ke har engagement ke hours dikhata hai.
- Sirf us client ke engagements dekhne ke liye client chuniye, phir Download CSV par click kijiye.
- Retainers ke liye client ke approved hours ko contract ke hours se compare kijiye.
- Is hafte time kahan ja raha hai, yeh dekhne ke liye dashboard par Hours by project use kijiye.
Tips
- Khatam hue engagements ko Change Status se Completed mark kijiye.
- Mahina khatam hone se pehle client timesheets download kar lijiye.
- Workclave hours report karta hai. Apne rates Workclave ke bahar lagaiye.
Screenshots English interface ke hain.
Related articles
CA firm ke liye poora setup: clients, har client ke vendors, staff, har vendor par log hua time, approval aur billing ke liye har client ki monthly timesheet CSV.
Teams banaiye, rename kijiye aur delete kijiye. CA firms aur agencies teams ko clients ki tarah use karti hain aur unse projects jodti hain.
Project-wise timesheet se har insaan aur project ke approved aur pending hours dekhiye, client ke hisaab se filter kijiye, aur billing ke liye CSV download kijiye.
Company, Accounting / CA firm ya Agency chuniye, taaki Workclave aapke kaam ke hisaab se words use kare, jaise Clients aur Vendors.