Posterous theme by Cory Watilo

How to Export Your Chrometa Time Entries into FreshBooks

1. Enable the FreshBooks export within Chrometa by going to Account - Integrations, and entering your FreshBooks URL (sans the "www" - you just need the URL).

Chrometa_freshbooks_integration_enable

2. Create your Client/Project structure in Chrometa to mirror FreshBooks, including the email address of your Client.

The quickest way to do this is via a bulk import of your list in CSV format.  Go to the Projects tab in Chrometa, and click the Import Clients button (upper-right) to access the bulk import feature.

3. Create an Invoice by going to the Invoices tab, selecting the New Invoice button.

Chrometa_create_new_invoice

4. Create a new invoice, save it, and export it to FreshBooks.  You can combine the Save and Export steps by taking advantage of the "And" menu located immediately below the Save button.

And_export_to_freshbooks

Chrometa_sample_invoice_freshbooks

For a case study example, time and billing expert and technology thought leader Dustin Wheeler wrote an excellent blog post detailing how he has integrated Chrometa and FreshBooks into his CPA practice.

How I Make Sure I Capture All My Time — Including Emails — Without a Lame Stop/Start Timer

Like you, I hate keeping track of my billable time. I used to spend hours each week going through sent emails, my calendar and my notes to figure out what I did every day.

I knew there had to be a better answer than notepads and start/stop timers.

The problem with the start/stop timer, for me, is that I'm constantly getting interrupted throughout the day. So I'd start the timer once in the morning — and realize 5 hours later it'd be running against the same task ever since, because I forgot to toggle it!

Time entry methods were equally ineffective — I am far too busy and multi-task far too much during the day to be bothered with the tedious effort of creating a new time entry when I change tasks.

Finally in 2007, I'd had enough — so I designed a product that'd automatically track my time and let me easily organize that time so I could accurately and easily bill my clients.

I'm excited to announce that our groundbreaking timekeeping product, Chrometa, is now available

You can get started with Chrometa for free — and be up and running in a matter of minutes.

Please start capturing your billable time automatically with Chrometa now. (Available for PC and Mac)

FREE VIDEO: HOW I KEEP TIME WITHOUT HANDWRITTEN NOTES OR START/STOP TIMERS

Does Chrometa sound too good to be true? That's typically the reaction attorneys have when they first hear about our product.

The "magic" of Chrometa is that its data collector runs in the background of your PC and/or Mac, quietly making note of your activities. It's like having your very own personal timekeeper.

When you open or compose an email, Chrometa will capture that activity. Same for documents you draft, web research you do, and even phone and meeting time — everything is captured passively without you lifting a finger.

I'm very proud of the killer time keeping app our guys have built — it's been a tremendous hit with solo and small firm attorneys, and has already been featured in The EconomistThe Chicago Tribune, and TechnoLawyer.

Please take our 2-minute video tour now.

Sincerely,

Adam Tope, Esq.
Special Advisor to Chrometa, LLC

 

Really Simple "One-Click" Invoicing With Chrometa

Our users who don’t have a billing or practice management system have often asked us: 

“How can I get my Chrometa time entries directly onto a bill?”

Good news - now you can create and even email an invoice with the click of a button!  Head over to our new Invoices section to get started.  Once there:

  1. Select your time period
  2. Select the Client and Project you want to invoice
  3. Click the "Get Time" button

Chrometa will pull your categorized time entries, with annotations, and whoila!  You've got an invoice that you can now export (to Word, PDF, Excel), and/or email directly to your client.

Sample Chrometa Invoice

PS - Not yet a Chrometa user?  You can get started capturing your time automatically - and invoicing for it - for free, today.

Be Uncommonly Productive - Free eBook

Our good friend and Chrometa user Kent Healy - author, entrepreneur, productivity expert, and all around Renaissance Man - has been extremely kind in granting us exclusive access to Part 1 of his new book Be Uncommonly Productive - 15 unbreakable, paradigm-bending principles for slaughtering stress, taking charge, and doing more than commonly possible.

Kent called me last week to offer this great resource up free for fellow Chrometa users - thanks Kent, you're the man!

If you're looking for a run of the mill productivity book, this is NOT for you.  

What this is, is an irreverent, practical look at gaining more time and freedom, from a guy who runs his own business and has his hands in countless ventures.  If hearing productivity tips from a bare knuckled, seasoned entrepreneur sounds interesting, then this IS the book for you.  

Without further adieu, here is Be Uncommonly Productive for your reading and downloading pleasure (in fact, please download a copy now, because we're only able to offer it up free for a limited time...)

Be Uncommonly Productive - Chrometa

Exporting Your Chrometa Time Entries to Clio

We're excited to announce that we've partnered with Clio to deliver a seamless time capture and practice management experience for solo and small firm attorneys.

A quick note: A matter in Clio is the same as a project in Chrometa, and this export works best when the names of your Clio matters match up with corresponding Chrometa projects. You can bulk import project names in Chrometa under the Projects tab.

Now here's how to the export up:
  1. Within Chrometa, go to Account - Integrations, and select the checkbox under Enable Clio CSV Export.  Click Update to save your change.
  2. Categorize and annotate your Chrometa time entries using the Summary and/or Timestamps tab.
  3. Create a new invoice from these entries (via Chrometa's new Invoices tab).
  4. Locate this invoice in your Invoices List, select the Actions menu drop down on the right, and select Export To Clio.
  5. A CSV file will be created and downloaded in your browser.  You can now import this file, which contains your Chrometa time entries, into Clio via the Imports section (located at: https://app.goclio.com/imports/).
To import this file from Clio:
  1. Click the Add button from the Imports section.
  2. Select Import Activities from CSV in the drop down.
  3. Choose and Upload the file you exported from Chrometa.

Clio_import_setup

Click to enlarge.

If you need a hand setting this up, please contact Chrometa support via email or phone (1-888-340-6425 x2).

How to Manually Upload Your Chrometa Time Entries (and Bypass a Proxy/Firewall)

While network proxies and computer firewalls are often more annoying than helpful these days, they are an existing pain that we sometimes still have to deal with still, like it or not.

So, we've created a way for Chrometa users to manually upload their data around a potential nasty proxy or firewall with just a couple of mouse clicks.  

How do you know if a proxy or firewall is stopping your Chrometa data from syncing up?

Chrometa typically uploads data for you once an hour.  The first thing to check is the Test Connection function - which you can locate by right-clicking on the yellow menu tray icon (an orange icon accessible via a left-click on a Mac), and selecting the Options menu (Preferences on Mac):

Right-click_options_chrometa_menu_tray

Here, you'll see your Upload settings:

Chrometa_windows_options_upload

The Test Connection button will let you know if Chrometa is able to sync up your time entries from your desktop.  The most common reason a Test Connection fails is due to a Username/Password mismatch - sometimes users will change their password to the web interface, but forget to manually update their password in their desktop client settings.  This is where you would update that password (and if you forget your password, you can reset it here).

If your Test Connection is unable to reveal clues about why your data is not syncing, it may be a proxy/firewall issue (especially if this is a consistent problem for you).  If you find this is happening, you are welcome to email our support team (support@chrometa.com) so that we can help you diagnose what's up.

How to manually upload your Chrometa data (around a proxy or firewall)

Click the Upload Behind a Proxy/Firewall button to get started (Windows users should upgrade to the latest version (build 75 for those scoring at home) for this feature - please download the manual upload version here).

This will bring up the Devices screen within the Chrometa application (which you can also access directly by going to Account - Devices).

Chrometa_application_devices_screen_for_manual_upload
Windows

  1. Click the Select stats.ttb file button next to your Windows device
  2. Navigate to your User Folder - ChrometaV2
  3. Select the file called stats.ttb
  4. Click the Select timemappings.ini file button, and select the file called timemappings.ini

This will upload your Active and Away Time, respectively.  

Mac

  1. Click the Select timestamp.plist file button next to your Mac device
  2. Navigate to your User Folder/Library/Application Support/Chrometa
  3. Select the file called timestamp.plist

How long will it take for your data to sync up?

Typically just a few minutes, but it could take a bit longer if you have a lot of time entries to sync up.  You can navigate over to the Reports tab within Chrometa to see your time entries after they are done syncing.

How often should I do this?

If your data never syncs automatically, you would only need to do this when you need to reconcile your Chrometa time entries.  BUT - I personally would feel much better if you did this exercise more often, so that you can assure your valuable time is being captured!

Questions?  Please email us at support@chrometa.com or call 1-888-340-6425 x2.

7 Quick Tips for Using Chrometa Effectively

7 Quick Tips and Best Practices for Using Chrometa

By Brett Owens, CEO and Co-Founder, Chrometa

Welcome back from the Labor Day holiday! Now that it's time to get back to serious work, here are some quick tips for using Chrometa as effectively as possible for capturing and categorizing your time entries automatically.

PS - Need to get caught up on recent news and tips?  You can access our recent newsletters here.

Tip 1 - Keyboard Shortcuts

Did you know the following keyboard shortcuts are available to you in Chrometa?
  • Select multiple consecutive entries at once by selecting the first entry, holding down the Shift key, and selecting the last entry you want.  Each entry in between the two will also be selected.
  • Unselect all selected entries by hitting the "u" key - especially useful for those who categorize multiple entries from the Timestamps view at once.
  • Create new clients and projects on the fly from the Reports tab by hitting the "c" and "p" keys respectively.

Tip 2 - Create Rules for Automatic Categorization

In my humble opinion, our new Rules engine is THE top time-saving feature that you should become familiar with, and take advantage of. With a little bit of setup work up front, you can have Chrometa categorizing 50-80% or more of your time entries automatically for you to their appropriate Client/Project - without having to lift a finger!

To learn how to make the best use of Rules, please click here to read our recent Rules Tutorial.

And by popular request, you can now create a rule directly from a time entry!  Just select the entry that you want to use as the basis for your new rule - then go to More - Create Rule.  This will bring up the Rule wizard for you, with the entries in Step 1 automatically populated.  

Tip 3 - Export Your Entries to a Detailed Invoice (and/or Timesheet)

Need a detailed report of your time entries, broken down by Client and Project? Check out our new Export to Invoice feature.

With Export to Invoice, you can automatically generate a nicely formatted Excel spreadsheet (which can also be saved as a PDF). It will have a detailed breakdown of your billable and/or project time by day, and will include can also billing rate (if applicable).

Many Chrometa users will hand this report over to clients as an invoice. If you're looking for a way to close the loop on your captured time, here are some more details about our Export to Invoice feature.

Tip 4 - Export to Your Billing and/or Practice Management System

Our focus of late has been to make it easier to for you to export your time entries from Chrometa. We now have exports available to the following popular systems:
To enable the export of your choice, go to the Integrations section of Chrometa, which is located under your Account tab in the upper-right.

Don't see your billing system listed? Let me know what you use - we may already be working on it.

Tip 5 - Set a Default Billing Rate

You can set a default billing rate - which will prepopulate in new projects you create - by going to the Account - General tab, and filling in your rate.

Tip 6 - Capture Time From Multiple Computers

With the new Chrometa, you can track your time on multiple PCs (and Macs) -- and can automatically link them together in your reports views. So if you have a PC in your office, and a Mac at home, it's easy to capture your time on each - and sync it up.

To get this set up, here are the steps to follow.

Tip 7 - (Sneak Preview) Chrometa for Teams

Need an easy way to track your teams time across multiple clients and projects?
 

With Chrometa for Teams, your team leader can share clients and projects with other team members. These team members can assign time to the shared clients and projects. Your team leader can view, manage, and analyze time that team members have recorded to these projects, and split the reports by team member.

Take a closer look at Chrometa for Teams, and get control of your project time today. To get started, simply sign up for a Team plan under your Account section, or contact us for more information.
Teams_screenshot

 That wraps up our latest Chrometa update! Please give me a shout if so inclined, or if we can assist - we always appreciate hearing from you.

Until next time,

-Brett

Eleven Cool Mobile Apps for CPA Practice Management

We recently featured five cool Web apps for running your firm that were highly recommended by your accounting colleagues. Now we're going to stay on the productivity app beat and take a look at mobile devices.
 
Why mobile? It's the age of the connected accountant

We asked Rick Telberg, president and CEO of Bay Street Group LLC, the provider of CPA Trendlines research, for his thoughts and research on mobile productivity for CPAs. He references something relatively new for the profession: The Connected Accountant.

"Bay Street Group estimates that the added productivity provided by a best-in-class smartphone solution could yield more than $32,000 annually in increased realization for a partner at a small or medium-sized firm," says Telberg. "Today's professional must be on call -- and on the ball -- 24/7, or client satisfaction will suffer, staff utilization will wane, or billable hours will go unbilled. The new breed of professional could be called The Connected Accountant -- evolved to act and react instantaneously, at any time and from anywhere."

He continues: "The solution is total mobility, granting the practitioner instant access to whomever and whatever he or she needs. The new power provided by the right smartphone mobility solution can help a local firm, which represents the vast majority of practice units, compete on an even playing field with the Big 4 global behemoths."

Telberg says his surveys show that accounting firm leaders agree that mobile capabilities:

  • increase personal productivity
  • improve client service and satisfaction
  • increase billable hours
  • improve communications and coordination with colleagues
  • enhance work/life balance

Alright, now that you're sold on getting a smartphone, or already in love with your current one, let's talk about the mobile apps your colleagues find the most helpful in running their practice.

VOIP and phone alternatives

Popular chat and (mostly) free VOIP app Skype has nice mobile versions and now supports video calls on several platforms as well. If you're outside of your voice network, but can get access to WiFi, you can use Skype to make phone calls in places where calls are impossible or cost prohibitive, such as foreign countries.

Tech enthusiast Wray Rives, CPA also loves Google Voice for centralizing his communication. "I have several different phone numbers, all of which can forward to a Google Voice number that rings to my cell phone. If I am in a meeting and can't take a call, I still get an email and text message with a transcribed copy of the voice mail."

Productivity apps

Evernote received some love again this month -- this time for its mobile prowess. Tom Achor, CPA, says Evernote is his "most used app for capturing data across platforms."

Rives again cites Google Apps' seamless integration as the best part of his new Android phone. I And have to concur with Rives; if you are running an Android, and you're not yet a full-time convert to Gmail, think about doing it now. The seamless integration will save you a ton of time and effort.

Basecamp user Joe Oringel raved about this company's smartphone versions, saying "they've done a great job of implementing it for mobile." Oringel's firm uses Basecamp for its project management needs -- specifically for to-dos, milestones, and secure message and file storage.

Scheduling and getting things done

Scheduling app Tungle.me has been a hit with busy folks who need a hand coordinating openings in busy personal schedules. Oringel says Tungle is "great for letting clients and partners schedule meetings across multiple enterprises, too."

Finally, ToDo Matrix is a "great app" for task management according to Michael McGuigan -- although it is currently only available on the BlackBerry platform. Mac users may want to check out Achor's recommendation Things, a GTD task management app that sync across Apple platforms seamlessly.

Social networking on the go

Chuck Manganiello, CPA, likes the mobile version of LinkedIn for his iPhone and iPad (it also runs now on the BlackBerry and the Android phone). And Twitter's mobile app was the top pick for Becky Livingston, senior manager of Online Production Social Media at CPA2BIZ.

Personally, the Twitter for Android was a game changer for me. I stay logged in to my company's Twitter account and I've got the Droid setup to beep at me whenever @Chrometa is mentioned in a Tweet. How's that for real-time intelligence.

And one for your clients, too 

Andrew Schwartz, CPA, put on his entrepreneur hat and created a mobile app for his clients. The app,UDoGood, is used by several of his clients to track their non-cash contributions. If your clients need a hand tracking their tax deductible donations, UDoGood is a great one to have them check out.

PS - Looking for a cool timekeeping app?  I'd be remiss if I didn't mention my own company's product, Chrometa.  

Chrometa acts as your personal timekeeper, capturing your time for you - so that you don't have to mess with notes or timers.  You'll capture more billable time that otherwise would have slipped through the cracks.  Details on Chrometa here.

5 Cool Web Apps for Running Your CPA Firm

You've probably noticed that most new software is now developed for the Web rather than the desktop. This actually isn't a trend; instead, I expect Web-developed software to become the norm, and perhaps even accelerate, in the years ahead.
 
This trend is driven by several key factors:
 
The growing desire we have to access our data from anywhere.

You're probably "computing" with more than one device these days – a PC and/or Mac, along with a smartphone and perhaps even a tablet computer. With Web apps, this is no problem; you just log in from any device and pick up where you previously stopped working.
 
It's WAY easier to develop software for the Web than for the desktop.

Take it from me, a guy who builds products for both platforms. Software developers can move an order of magnitude faster on the Web than they can on the desktop. As a result, software startups, where most of the innovation in software comes from – if I do say so myself! – are focused exclusively on building their apps for the Web.
 
You're going to have a better selection of products if you consider Web apps. In fact, I think, going forward, you'll need to consider Web-based software for running your practice. Otherwise, you'll be stuck with a limited selection of antiquated desktop products.
 
There are already some useful Web apps for boosting your firm's productivity. We asked five tech-savvy accountants for their favorite picks. Here's what they recommend:
 
Remember Everything with Evernote
 
Latreeka Williams, managing partner at Williams and Company, is a big fan of Evernote.
 
"Evernote is cool app that lets me do everything from taking notes when meeting with clients, creating to do lists, snapping photos of business cards, researching Web sites and clipping pages directly from your browser, and creating voice memos," she said. "All of your info is automatically indexed and made searchable, which makes it very easy to organize my notes and search them by keyword. I can also share my account with my staff.
 
"My practice is entirely virtual – we all work from home and this is one way we can share information," continued Williams. "I am constantly on the go and Evernote is like my mini-office. I like the fact that I can use it on my phone and sync my information with all my computers, other devices and my staff."
 
Evernote is a cross-platform app that works on mobile devices, desktops, and the Web. It has a fully functional and generous free product; the premium version will set you back only $5 a month.
 
Xero for Accounting
 
Jason Blumer, managing shareholder at Blumer & Associates, CPAs, PC, raved about new accounting solution Xero.
 
"Xero is one of the most innovative cloud-based systems I've ever used. Their commitment to a strong core accounting product means they spend a lot of time and development on building out the product," he said. "I love their invoicing tool and the latest ability to modify the beautiful clean invoice templates. When you tie that to PayPal's strong API, you have a seamless global currency payment system built right into the easiest accounting system in the world."
 
Blumer says Xero is easy and fun to use. "They even make bank reconciliations enjoyable. What a trip! Watch your back, QuickBooks!"
 
Knowledge Tree for Document Management
 
Oksana Sikacheva, general manager at Chartered Accountants 4 Information Technologists, cited document management product Knowledge Tree as her favorite Web app.
 
"We have been using Knowledge Tree for almost five years and it is our favorite Web application for document management. We are able to securely store and manage clients' and internal files and other data."
 
Sikacheva says her company has specifically benefited from:
  • Knowledge Tree's customizability: the company sets up its own infrastructure.
  • Security – because the program is password-protected, some areras can be restricted depending on the user's privileges
  • Workflow – if this tool set up, the next required user receives an e-mail notification that the file was promoted to the next stage of work in process.
  • File management – the ability to view users of the file and changes made by them, and even recover previous versions.
  • Virtual storage. Sikacheva said the company was able to transition its business to a paperless office faster than first estimated.
Outright for Bookkeeping 
 
Wray Rives, CPA, loves Outright as a plug-and-play bookkeeping solution.
 
"Outright.com is a great cloud-based tool for the sole proprietor who does not want to learn bookkeeping," she said. "All you need is an e-mail address to set up a free account. Outright has built-in interfaces with most online banking accounts, credit cards, and PayPal, and the program will automatically bring your transactions into the program, and categorize expenses and revenue using standard Schedule C categories. If you want to customize the reporting on Outright, it is simple to create your own unique categories.
 
Rives adds: "Outright handles basic bookkeeping, but a business owner can expand the capabilities by interfacing his or her Outright account with other cloud-based sites including FreshBooks andShoeboxed. Online sellers can also link their eBay account directly to Outright. Outright is simple to navigate and uses simple terms like "money in" and "money out" to indicate business expenses and business revenue."
 
Rives explained that a CPA can set up a bookkeeper account on Outright that allows the bookkeepers to use one login to see all of their Outright clients. The CPA has full access to help the client categorize expenses and reconcile transactions, without having to exchange files or use remote logins. The clients and CPA can access Outright from anywhere with an internet connection. Outright will create quarterly tax estimates based on the information entered and even populate a standard Schedule C with the line item totals for each calendar year.
 
Expense Watch for Spending Control
 
Hugh Glazer, CPA, managing partner at WinterView Group, had great success implementingExpenseWatch for a client looking to get a handle on spending and compliance.
 
"My client needed to automate its requisition process. Expense Watch helped integrate company activity, such as employee expense reports, in one central location that could be accessed from any site, anywhere."
 
When Should You Go "To the Cloud?"
 
Though Microsoft's new cloud commercials may get you pretty jazzed up (you know, the series that rarely demonstrates any actual cloud computing), cloud apps can have drawbacks, depending on your situation.
 
"Cloud apps do a great job of providing simple access and data capture," said Glazer, citing his experience implementing these products for clients. "But the reporting aspects and ability to customize reporting can be lacking and often requires ongoing attention."
 
So how do you know if you're right for the cloud?
 
Solo and small firm CPAs probably have the most to benefit when it comes to Web applications. The plug-and-play aspects of these products are often exactly what an accountant wants and needs.
 
Meanwhile, medium- to large-sized firms may find that their reporting requirements are more complex than many "out of the box" Web apps are able to provide. In these cases, Glazer said they'll need to figure that out separately, perhaps by exporting the raw data into Excel, or alternatively by considering more traditional applications that are customizable.
 
In summary, it seems clear that Web apps are the future of software, so be sure to consider them when evaluating software for your practice.

PS - Looking for a cool timekeeping app?  I'd be remiss if I didn't mention my own company's product, Chrometa.  

Chrometa acts as your personal timekeeper, capturing your time for you - so that you don't have to mess with notes or timers.  You'll capture more billable time that otherwise would have slipped through the cracks.  Details on Chrometa here.

Creating an Invoice From Your Chrometa Time Entries

Our users who don’t have a billing or practice management system have often asked us:
 
“How can I get my Chrometa time entries directly onto a bill?”
 
Good news - now you can!  With the help of some astute users, we’ve created a special “Export to Invoice” option for you to create a nicely formatted invoice.  Here’s how it works:
 
1. Go to Account - Integrations - Invoice Excel Export, check the box to enable this (after entering your company name and address, which will appear on the invoice header). Then click Update at the bottom of the screen.

Chrometa_export_to_invoice
Click to Enlarge

 2. Now, go back to Reports - Summary, and you’ll now see a small Export to Invoice button next to the Client name for categorized time.
Chrometa_export_to_invoice_button
Click to Enlarge

3. Click this button to automatically generate an invoice formatted in Microsoft Excel.

We've configured the Excel file so that it doesn't look like it came from Excel, but instead from a "higher end" application. You can now make any needed tweaks to the file, and either print directly from here, or...

Tip: You can actually save this file as a PDF by going to File - Save As - PDF. Here's what the invoice will look like when viewed in Adobe Acrobat.
Chrometa_invoice_example
Click to Enlarge