Resource and Time ManagementPurpose
1.2. Automatedly transfer approved timesheets from resource planning tools to invoicing solutions for streamlined billing cycles.
1.3. Automate notifications, error checks, and approvals to eliminate manual double entry and reduce inaccuracies.
1.4. Ensure data synchronization between resource management and finance, automating reporting, auditing, and export to accounting.
1.5. Automator supports regulatory compliance by automating detailed documentation for project hours and client billing.
Trigger Conditions
2.2. Project milestone reached with required billable hours.
2.3. Scheduled billing cycle (weekly, monthly, or project completion).
2.4. Manual invoice generation triggered by resource manager.
2.5. Updates or corrections to previously logged hours.
Platform Variants
3.1. Harvest
• Feature/Setting: Harvest API "/time_entries: GET, POST" to automatedly sync logged time into external invoicing tools.
3.2. Toggl Track
• Feature/Setting: Toggl Reports API and "/time_entries" endpoint to automate exporting and pushing hours into billing platforms.
3.3. QuickBooks Online
• Feature/Setting: "Create Invoice" function — automate invoice generation linked to project and time data.
3.4. Xero
• Feature/Setting: "Invoices API" – POST method to automate creation of invoices from imported timesheet data.
3.5. FreshBooks
• Feature/Setting: "Time Tracking API" plus "Create Invoice" automation per billable entry.
3.6. Zoho Books
• Feature/Setting: "Timesheet API" and "Invoice API" automatedly connect projects and client accounts.
3.7. Clockify
• Feature/Setting: "/reports/summary" and "/invoices" endpoints for automated hourly data extraction and invoice creation.
3.8. Monday.com
• Feature/Setting: Use "Time Tracking Column" and "Create Invoice" integration via GraphQL API.
3.9. Jira
• Feature/Setting: "Tempo Timesheets REST API" to retrieve approved worklogs and automate billing integration.
3.10. Asana
• Feature/Setting: "Tasks and Custom Fields API" for automated time field extraction and export to invoicing.
3.11. Trello
• Feature/Setting: "Power-Ups" with time tracking, automate API card data into invoice items.
3.12. SAP Concur
• Feature/Setting: "Expense and Timesheet API" to automate the pipeline from approved time to invoice.
3.13. Smartsheet
• Feature/Setting: "Row Update API" triggers that automatedly forward hours to accounting.
3.14. Paymo
• Feature/Setting: "Get Timesheets API" and "Send Invoice" function, automation bridges time and billing.
3.15. Wrike
• Feature/Setting: "Timelog API" retrieves work durations and automates invoice prep.
3.16. Basecamp
• Feature/Setting: "Time Tracking API" and webhooks, automated synching to invoice generators.
3.17. ClickUp
• Feature/Setting: "Time Tracking API" with custom fields, triggers export for automated invoice creation.
3.18. Bill.com
• Feature/Setting: "Enter Bills API", mapping time entries as billable task line items, fully automatable.
3.19. Sage Intacct
• Feature/Setting: "Time & Expense API" with "Create Invoice" automation scripting.
3.20. Microsoft Dynamics 365
• Feature/Setting: "Time Entry and Invoice API" for seamless automated transfer.
3.21. Everhour
• Feature/Setting: "Export timesheets" with webhook triggers for automated invoice system push.
3.22. BambooHR
• Feature/Setting: "Timesheet API" with middleware to automate integration to billing apps.
Benefits
4.2. Ensures invoicing accuracy by automating data transfer, minimizing human error.
4.3. Automated system reduces invoice cycles and accelerates cash flow.
4.4. Easy audit trails through time-to-invoice flow, automatically logged.
4.5. Automator scales with business growth, supporting multiple platforms and clients.
4.6. Supports automatable compliance by maintaining up-to-date records and detailed logs.
4.7. Real-time visibility enabled through automated status updates and reporting.