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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