HoursEasy

Help

How HoursEasy works, written for whoever is holding it: the owner setting it up, the office sending hours, and the crew recording them.

Getting started

From signing up to your first pay run.

  • Start your free trial

    What the sign-up form asks for, what your thirty-day trial includes, and what happens if a card or an email goes wrong.

  • The four setup steps

    What each of the four screens after your first sign-in asks for, and why it matters.

  • How HoursEasy fits together

    Clients, projects, rates, roles and dockets — how the pieces connect, in one place.

  • Your first fortnight

    A checklist for the two weeks after you sign up, from finishing setup to your first pay period.

Setting up your business

Clients, projects, rates and the things your crew records against.

Your team

Inviting people, seats, and when somebody leaves.

  • Invite somebody to your team

    Sending an invitation, reading the Access column, resending a lost link, and every failed-invitation screen.

  • Seats and what you pay for

    What counts as a seat, what happens to your sign-in when you're archived, and how many people each plan allows.

  • When somebody leaves

    What archiving a person does, how to bring them back, and what happens if your plan is full.

  • Enter hours for somebody else

    Switching to another worker's timesheet from the office, and what you can and cannot change once you are there.

For your crew

Short guides for the phone. Send this section to anyone new.

Dockets

Getting work signed for, and what happens after.

  • How dockets work

    The three ways a docket gets signed, why it carries no money, and why a signature never blocks an invoice.

  • Managing dockets

    Raising one from the office, sending it to be signed, statuses, downloading, resending a copy and withdrawing one.

  • Signed dockets that no longer match

    What it means when a signed docket and the work it froze disagree, and how to settle it.

Signing a docket

For a client’s representative who has been asked to sign.

Xero

Connecting Xero and sending hours and invoices to it.

  • Connect HoursEasy to Xero

    What connecting gives you, choosing the right organisation, and reading whether the connection is healthy.

  • Match your records to Xero

    Which of your clients, projects, staff, roles and items need a Xero record, how the auto-match works, and confirming before anything can be pushed.

Account and billing

Your trial, your plan and your card.

Troubleshooting

When something does not do what you expected.

  • Troubleshooting

    What "That did not work" means, a sign-in link that never arrived, hours in the wrong week, and a refused entry.