WorkFerret: Difference between revisions

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==About==
==About==
[[WorkFerret]] is an application for tracking billable work done for different clients, generating invoices, and recording payments. It is essentially a special-purpose [[accounts receivable]].
[[WorkFerret]] (WF) is an application for tracking billable work done for different clients, generating invoices, and recording payments. It is essentially a special-purpose [[accounts receivable]].
 
==History==
'''Status''': Working version originally written in [[MS Access 97]] has been ported to web as a [[MediaWiki extension]] and used by the developer for several years. Code needs to be made available on [[GitHub]].
WF was originally written in [[MS Access 97]], and ported to PHP as a [[MediaWiki extension]] sometime around 2005-2010. The code was first posted on [[GitHub]] in May 2015 (see [[#Links]]).
===Features===
===Features===
* Ways of entering work done:
* Ways of entering work done:
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** Keeps track of which rates are used for which clients (with client-specific description)
** Keeps track of which rates are used for which clients (with client-specific description)
** Global rates also listed for all clients
** Global rates also listed for all clients
* Generates invoices (TO DO)
* Invoice generation
** keeps track of which sessions have been invoiced to prevent double-billing for a session
** keeps track of which sessions have been invoiced to prevent double-billing for a session
** automatically totals session costs, doing whatever math is needed
** automatically totals session costs, doing whatever math is needed
** formats as HTML table (copy/paste into word processor document with letterhead) or as PDF ready to send
** formats as HTML table (copy/paste into word processor document with letterhead)
===Future===
===Future===
* Should be able to sync with payments in [[FinanceFerret]] (using a pre-designated category or equity account)
* Generate complete invoice (currently requires existing document to use as a template, copy/paste data from browser into doc)
==Code==
* Sync with payments in [[FinanceFerret]] (using a pre-designated category or equity account)
==Technical==
* [[/tables]]
* [[/tables]]
==Links==
==Links==
* [http://rm.vbz.net/projects/workferret project manager] ([http://bugs.hypertwins.org/projects/work-ferret old])
* [http://rm.vbz.net/projects/workferret project manager] ([http://bugs.hypertwins.org/projects/work-ferret old])
* [https://github.com/woozalia/WorkFerret GitHub repository]
* [https://github.com/woozalia/WorkFerret GitHub repository]

Revision as of 12:31, 9 May 2015

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About

WorkFerret (WF) is an application for tracking billable work done for different clients, generating invoices, and recording payments. It is essentially a special-purpose accounts receivable.

History

WF was originally written in MS Access 97, and ported to PHP as a MediaWiki extension sometime around 2005-2010. The code was first posted on GitHub in May 2015 (see #Links).

Features

  • Ways of entering work done:
    • Stopwatch for timing a work session
    • Manually correct start/stop times
    • Manually enter adjustments to work session total (add or subtract)
      • e.g. to allow for distractions (minus), or forgetting to start the clock at first (plus)
    • Manually enter start or stop times
    • Manually enter total time in session
    • Manually enter flat amount to charge
  • Allows different hourly rates
    • Keeps track of which rates are used for which clients (with client-specific description)
    • Global rates also listed for all clients
  • Invoice generation
    • keeps track of which sessions have been invoiced to prevent double-billing for a session
    • automatically totals session costs, doing whatever math is needed
    • formats as HTML table (copy/paste into word processor document with letterhead)

Future

  • Generate complete invoice (currently requires existing document to use as a template, copy/paste data from browser into doc)
  • Sync with payments in FinanceFerret (using a pre-designated category or equity account)

Technical

Links