Task & Billing Management

Created by Matt Reid, Modified on Wed, 20 Apr 2022 at 03:45 AM by Matt Reid

Features Overview

The Zulu Task & Billables system has a variety of features to help you manage your service business charge-out and time tracking.

  • Tasks

    • Delegate task team member (who will complete the task)

    • Delegate task team leader (who will be the contact for the task)

    • Set start date, due date and daily-task date

    • Setup automatic recurring tasks

    • Set quoted time and force-bill quoted time

  • Billables

    • Set team member responsible for billable

    • Set date of billable charge out

    • Set description for billable

    • Set status of billable

    • Set quantity & unit price of billable

  • Projects (For more details, view the ‘Project Management’ chapter)

    • Link tasks to a project

    • Link billables to a project

    • One-click invoice generation from project

    • Report on task & billable amounts

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