This used to take a morning. Now it takes about a minute. Drop in the timesheet and the tool builds your QuickBooks import, all the subbie invoices, and the bank payments for you - and checks every total ties up before you touch anything.
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How this works: I'll guide you one step at a time and point to exactly what to do. You can't get it wrong. Ready?
Your timesheet and subbie details are processed in your browser, not on a server. The page loads from the web, but once it is open, the figures you put in are turned into your files right here on this machine and are not uploaded or stored anywhere.
Step 1 of 3
Drop in this week's timesheet.
Find this week's timesheet on your computer and drag it onto the blue box below. Or click the box to browse for it.
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Drag the Excel timesheet onto the box. That's the only thing I need from you to build the QuickBooks and bank files.
Don't have this week's sheet ready? Get a blank one in the right format to fill in.
Step 2 of 3
Here's what I found. Does it look right?
Have a quick look before we build the files. If anything looks off, go back and check the timesheet.
This goes up by one after you download your files. Only change it if it looks wrong for this week.
Look into the numbers
Interrogate this week.
Filter and drill into the week's data. Nothing here changes the figures - it's a read-only look, so you can check anything before you build.
Step 3 of 3 · Done
Your files are ready.
Download each one. There's a note under each saying exactly what to do with it.
One-time setup
Subbie invoices.
Invoices need each subbie's name and UTR to be compliant. Set this up once and invoices are built automatically every week. You can come back and change it any time.
Your subbie list
Not set up yet
Choose how you'd like to add your subbies. Either way the list is kept in this browser on this computer, not sent to a server.
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Download a template
Get a blank Excel sheet, fill it in, then import it back here.
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Type them in here
Enter your subbies straight into the table below. Simplest if you only have a few changes.
Already filled in a template, or restoring a backup? Import the Excel file here.
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One row per subbie, in the same order they appear on the timesheet. Click any white box and type. Use "+ Add a subbie" for more rows, or the × at the end of a row to delete one, then Save.
Ref
Name
UTR
Address
Town
Postcode
CIS status
How do you want to save?
Saving stores the list on this computer. Choose the backup option now and again to keep an Excel copy safe - you can re-import it if you ever switch computer or clear the browser.
