The Client Company
The client is a bush regeneration, environmental consulting, and landscaping company that specializes in significant construction projects in Australia. It works with land managers to achieve the best environmental outcomes, whilst recognizing social and economic aspects. The client needed to automate the business process for time tracking, reporting, and invoice generating. 365 Digital Consulting solution on Microsoft 365 is to let users enter their time data into a SharePoint timesheet.
The client holds major contracts with local councils and Sydney Water throughout Sydney and the Blue Mountains. The great variety of projects highlighted a compelling need for a simplified and synchronized office 365 SharePoint time tracker. Employees can use SharePoint timesheets to allocate time to work packages, common tasks, or any other kind of task or activity that each subcontractor spent on the projects. This way, the client lacked a proper timesheet payroll calculator to function satisfactorily.
Blue Tongue Ecosystems
Environmental consulting company
Xero API integration
What were the challenges?
Have you ever been responsible for client invoicing and employees’ timesheet for time-based contracts?
If so, you probably know that keeping track of time spent on each project within a company that has a lot of employees and handling various clients at the same time is not an easy task.
Similarly, the client had been facing a widely diverse set of construction projects and needed cloud-based software for time tracking. Aside from that, those timesheets need to be approved by the relevant manager. Lastly, integration with the accounting system was another main feature that they were seeking to add to their timesheet in order to prevent double-entry of data into two systems.
Moreover, some of the employees in the company worked as a casual, whereas others received fixed salaries. So the client uses one of the most famous payroll software called Xero which is a cloud-based accounting solution. However, using this system brings its own challenges:
- Firstly, casual workers can’t register their own timelog in the accounting platform of Xero, they only have access to their SharePoint timesheet system. In other words, only the accountants have access to the data and can control the Xero system.
- Secondly, the company has no other option but to purchase individual licenses for every employee they have in order to access Xero timesheet, having multiple licenses will cost companies much money.
Our SharePoint timesheet solution
365 Digital Consulting provided an advanced office 365 time-tracker system using MS Teams that allows users to enter the details of their working hours upon manager approval. With the help of SharePoint and Xero integration, working hours submit into both the accounting system of Xero and SharePoint timesheet. In addition, it allows managers to submit timesheets on behalf of casual workers.
This innovation lets the clients have the best of both worlds as it integrates Office 365 with Xero. Here’s how it works exactly:
Using Microsoft PowerApps, 365 Digital Consulting enabled users to individually register their timesheets using Microsoft SharePoint or Microsoft Teams time-tracking system. Then with the help of Power Automate (previously known as Microsoft Flow), the data will be sent to the specified managers. Once the managers verify the activities, the confirmation automatically records in the Xero system as a new row of the timesheet.
After the submission of the working hours into the Xero system, the timesheet payroll calculator automatically computes employees’ wages and generates payrolls.
Therefore, you unlock the power of Microsoft 365 solutions alongside the capabilities of Xero all together. This way the client benefits from the advantages of automatic timesheet invoicing by using SharePoint timesheet and Xero integration.
Results of SharePoint timesheet and Xero integration
365 Digital Consulting innovative approach has made it possible for the business owner to enjoy the features of the Xero system alongside Microsoft 365 tools without costing them a fortune.
The integration helps the company staff to have all the data of the project in Microsoft 365 next to other business information in one handy place, and as the client had already purchased the Microsoft 365 license they could make the most of SharePoint integration with Xero system. The timesheet payroll calculator also registers all the data into the Xero system every fortnight based on pay period while it releases the accountant from double entering those details and manual checks.
This way, timesheet invoice generator can easily calculate and send invoices to customers based on the exact time that all staff spent on the project and save a great deal of time since they don’t have to perform repeated tasks on and on.