Breeasy Money Knowledge Base

Hours

How do I Enter Hours?  KB id: 22

It's easy

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Account

What is an Individual Account?  KB id: 7

You can use Breeasy Money as part of an account, or as an individual. Use the Individual Account option if you do not operate as a business; for example you do some side consulting under your own name. Just put your first and last name in the Company/Account Name field or input box, and your initials in the Nick Name input. Then simply check the Individual Account box on the Add/Update Account page.

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Account

What are Account Default Payment Terms?  KB id: 8

On your main Account you can set payment terms for all your invoices. The payment terms are associated with all invoices and expense reports. The default payment terms are used if there are NO payment terms provided for your client accounts. In other words, these terms are the default if no others are provided. The system chooses 20 days, but you can any value greater than zero.

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Users

What is an Admin User Role?  KB id: 1

There are two types of Roles in Breeasy Money: Admin and Standard. The Admin Role has access to all pages, accounts, users, financials, etc. in your account. An admin can also add, edit, accounts and users, approve time sheets and expenses, and send invoices. The user that created the main account was automatically assigned to the Admin Role. There must be at least one admin in every Breeasy Account. Admins can Add and Edit users from the Admin Dashboard.

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Users

What is a Standard User Role?  KB id: 2

A Standard User Role should be used for all non-admin users in your account. These could include employees, consultants, contractors, etc. Standard Users can only access their own time sheets, some account information and expense sheets. Their views are limited to data that is only relevant to them They cannot see other user's in your account, nor approve time sheets, expense sheets, or enter account wide settings.

Users

What is a User Type?  KB id: 3

User Type allows you to further define the user role. These can be used to help track certain activities, such as a contractor or consultant entering hours. If you are owner or single proprietor, and do not pay yourself a salary or pay yourself for hours worked, choose owner as the user type. These are for classifications only.

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Users

What if I don't pay myself a salary for hours worked?  KB id: 4

That's fine. Just select "Owner" for the User Type and leave your pay rate at 0.0. You can choose a currency that matches your billing rate.

Users

How do update/change a User?  KB id: 23

You can edit your users from the Admin Dashboard. Just click the edit (pencil) icon next to the user you want to update.

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Clients

What is Client Account?  KB id: 9

A Client Account is an entity for which you complete work. Work for a client account is generally billed by the hour, although you can set up projects to manage fixed rate work.

Clients

What is a Client Hour Type?  KB id: 10

Client Hour Type let's you define whether all hours for this client are billable, non-billable, or both. This enables you and your users to quickly complete time sheet entries. If you choose both, you'll need to select whether hours are billable, or non-billable when entered.

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Clients

What are Client Default Payment Terms?  KB id: 11

Breeasy Money gives you the ability to establish account-wide Payment Terms or Client Specific Payment Terms. If you leave this field blank, the client will use your account's payment terms. Clear payment terms are key to cash flow management.

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Clients

What is an Expense Profile?  KB id: 12

Each client can have its own policy on expense reimbursement. Client Reimburses Expenses or No Reimbursement of Expenses. All expenses are reviewed and approved before submitted to the responsible party for reimbursement. Expense Reimbursement has a hierarchy of responsible parties. Please see the Reimbursement Category for additional details.

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Clients

What is a Client Agency or Recruiter?  KB id: 13

Breeasy Money has the ability to track hours and expenses for client accounts directly or through an Agency. In order to track agency hours properly for correct hour submission, you'll need to associate those Clients with the appropriate agency. See the Agency Category for how to create an Agency Account. If you have not created an Agency yet, do not choose one when you create a Client Account and you can update it after you create the Agency Account.

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Agencies

What is an Agency Account?  KB id: 14

An Agency Account refers a Temporary or Staffing Agency that you perform work through, on behalf of the Agency Account's clients. When you link a Client Account to an Agency Account, Breeasy Money automatically marks any hours as billable, and tracks your hours for weekly submission. There are few differences between and Agency and a Client, and those details are described below.

Agencies

What is an Agency Invoice Profile?  KB id: 15

Currently, there is only one choice - Agency Invoices Client. Breeasy Money assumes that the agency handles the invoicing to their clients, and pays you or users, directly.

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Agencies

What is an Agency Hours Profile?  KB id: 16

Choose from Submit Hours to Agency or Submit Hours to Client depending on the agreement between you and the agency, and their client.

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Agencies

What is an Agency Expense Profile?  KB id: 17

Each agency can have its own policy on expense reimbursement. Agency Reimburses Expenses or No Reimbursement of Expenses. All expenses are reviewed and approved before submitted to the responsible party for reimbursement.

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Agencies

What are Agency Default Currency and Hourly Rate?  KB id: 18

Many times, an agency and you will agree on an hourly rate that you are paid for work. You can enter that rate here and it will be the default rate on all time sheets for all users that time sheet entries to this agency.

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Work Payments

How do work payments function if I don't pay myself a salary for services?  KB id: 5

In this case, Breeasy Money will mark the Time Sheet entry as Non-Paid. You can view Non-Paid entries for any user from the Admin Dashboard. Just click the "Work Payments" link in the Users section. As a user, you can view all work payments, including Non-Paid hours, from the "Work Payments" link on your dashboard.

Work Payments

What is a Payment Voucher?  KB id: 6

A payment voucher represents pay for approved work time. It applies to users in your account that are paid for time sheet hours. The pay amount is calculated with the pay rate of the user multiplied by the number of hours approved. Payment Voucher can be printed and used to enter into an accounting system to generate a payment. After a payment voucher is created, it can be marked as paid with an optional reference to an accounting entry.

Reimbursements

What is a Reimbursement?  KB id: 24

A Reimbursement....

Projects

What is a Project?  KB id: 19

A project is a way to group hours for a client or for internal hours. It gives you a more defined way to classify your hours, and helps your client organize the time you work in terms of budgets, etc. A Project can be Time/Hourly or Fixed Rate. Importantly, Projects inherit the hour type profile from their client. For example, if a client has a billable hour type, hours entered and allocated to a project will be billable as well. Fixed Rate projects behave a little differently.

Projects

What is a Fixed Rate Project?  KB id: 20

Many times, clients require a project be completed for a fixed amount or total. With Breeasy Money you can create a Fixed Rate Project with a set currency and amount. Hours for Fixed Rate Projects are considered billable, but do not contain a daily amount. Fixed Rate projects can be invoiced by percentage or by a specific amount. It's good practice to invoice a percentage of the project upfront.

Projects

What is an Internal Project?  KB id: 21

When work is performed without a client or agency account, these hours are classified as Internal Hours. As with client accounts, you can create internal projects to better identify and track you internal time. This gives you greater insight into your day, week, and month.