Clock And Track

Version 1.0.10

Getting Started

Setting up the Archive

Once you have installed ClockAndTrack and entered a license as described on the download page , you should set up your archive attributes by selecting the Archive Settings... menu item under the main ClockAndTrack menu. The form that appears should look as follows:

The Consultant Information entered is used by the invoice generating subsystem. An invoice directory where you wish your invoices to be generated should be selected and a base invoice number. We use invoices numbers that begin with the current year such as 2003000. ClockAndTrack keeps track of the last invoice number used and by default selects the next number to use when generating an invoice.

Adding a Client

The next step required to use ClockAndTrack is to define at least one client. This can be done in the Inspector window (CMD 3) shown below:

Click on the Add button and a sheet will drop down that will allow you to define a client. It is not necessary to fill all fields, but at a minimum you should fill out the Company Name. You should also fill the Short Name and the Hourly Rate fields. Once completed the inspector window will look something as follows:

Specifying Application Preferences

Open the Preferences dialog under the main ClockAndTrack menu. The dialog should look as follows:

For licensed version of ClockAndTrack you may save your archive into a file of your choosing and then specify that this archive be loaded by default when the application starts up. This is very useful for clearing your books at year's end or for billing for different individuals. To use this feature choose the Save As menu item from the File menu. To change the default archive that is loaded Startup Archive button in the Preferences dialog and choose the archive that was just saved.. (Note you cannot edit the field next to this button.)

Starting and Stopping a Session

From the Stopwatch window shown below select a client and then click on the Start button. Optionally enter a description of the task you are working on. (You may also use the Apple-4 command key accelerator. Note that 4 is conveniently the same key as the $ sign!) In the image below we have selected the Yoyo client. You may hide ClockAndTrack while it is running and it's Dock icon will change showing the amount of time billed so far and the client being billed. Once you have started a session the start button and menu items are toggled and will stop the session being billed.

A session is stopped by typing Apple-4 or clicking on the stop button on the Stopwatch window. There is also a Dock menu with a Stop menu item.

Other Tasks

You will probably want to edit your sessions, generate invoices, inspect invoices etc. Use the menu items and the Inspector window to do these tasks. There is also Apple Help online. If there are other questions feel free to email us at clockandtrack@bdnsoftware.com.