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It is interesting to see how much a +particular contract costs the company in term of human power in relation +to the invoiced amounts. + +We will take the following example: Our two employees **Harry Potter** and +**Cedric Digory** both work on a **Consultancy pack** for our customer +**Smith&Co**. Harry is paid 18€ p.h. and Cedric's salary is 12€ p.h. We +would like to track their timesheet costs within the accounting app, and +compare them with the revenue of the consultancy service. + +Configuration +============= + +First, install the three applications necessary to use this +functionality, namely **Accounting**, **Sales** and **Timesheet**. Enter the apps +module name and install them. + +.. image:: media/timesheets14.png + :align: center + +.. image:: media/timesheets05.png + :align: center + +.. image:: media/timesheets11.png + :align: center + +Next you will need to enable analytical accounting. To do so enter the +**Accounting app**. Select :menuselection:`Configuration --> Settings` and tick the +**Analytic accounting** option (see picture below) + +.. image:: media/timesheets06.png + :align: center + +Apply your changes. + +Create an employee +------------------ + +In order to check the revenue of an employee you need to have one. To +create an employee enter the **Employee** app. Select **Employees** and +create a new employee, fill in the name and the basic information. + +On the employee sheet enter the **HR settings** tab. Here you are able to +specify the **Timesheet Cost** of your employee. In this case Harry has a +cost of 18 euros / hours. We will thus fill in 18 in this field. + +.. image:: media/timesheets07.png + :align: center + +.. note:: + If you want the employee to be able to enter timesheets he + needs to be related to a User. + +Repeat the operation to create the Cedric Digory employee. Don't forget +to specify its related user and **Timesheet Costs**. + +Issue a Sales Order +-------------------- + +We created two employees called Harry Potter and Cedric Diggory in the +**Employee** app. Both of them will work on a consultancy contract for our +customer Smith&Co where they will point their hours on a timesheet. + +We thus need to create a **sales order** with a **service** product invoiced +**based on time and material** and tracked by timesheets with **hours** as unit +of measures. + +.. image:: media/timesheets03.png + :align: center + +For more information on how to create a sales order based on time and +material please see: *How to invoice based on time and material* (Work in Progress). + +.. todo:: + Add a link, and the document is under + Sales --> Invoicing Methods --> Services --> How to invoices blabla + +We save a Sales Order with the service product **External Consulting**. An +analytical account will automatically be generated once the **Sales Order** +is confirmed. Our employees will have to point to that account (in this +case **SO002-Smith&Co**) in order to be able to invoice their hours (see +picture below). + +.. image:: media/timesheets10.png + :align: center + +Fill in timesheet +----------------- + +As an employee linked to a user, Harry can enter the **Timesheet** app and +specify his timesheets for the contract. Logged on Harry's account we enter the +**Timesheet** app and enter a detailed line pointing to the **Analytical +Account** discussed above. + +Harry worked three hours on a SWOT analysis for Smith&Co. + +.. image:: media/timesheets01.png + :align: center + +In the meantime, Cedric discussed businesses needs with the customer for +1 hour and specified it as well in his personal timesheet, pointing as +well on the **Analytic Account**. + +In the **Sales Order** we notice that the delivered amounts of hours is +automatically computed (see picture below). + +.. image:: media/timesheets02.png + :align: center + +Analytic accounting +------------------- + +Thanks to analytic accounts we are able to have an overview of HR cost +and revenues. All the revenues and cost of this transactions have been +registered in the **SO002-Smith&Co** account. + +We can use two methods to analyze this situation. + +Without filters +~~~~~~~~~~~~~~~ + +If we pointed all our costs and revenues of the project on the correct +analytical account we can easily retrieve the cost and revenues related +to this analytical account. Enter the *Accounting* app, select +:menuselection:`Adviser --> Analytic Accounts --> Open Charts`. + +Note : you can specify a period for **Analysis**. If you want to open the +current situation you should keep the fields empty. We can already note +the credit and debit balance of the account. + +.. image:: media/timesheets12.png + :align: center + +If we click on the account a special button is provided to have the +details of cost and revenues (see picture below). + +.. image:: media/timesheets13.png + :align: center + +Click the button **Cost/Revenue** to have an overview of cost and revenues with the +corresponding description. + +With filters +~~~~~~~~~~~~ + +We can thus filter this information from the **Analytic Entries**. + +Enter the **Accounting** app, and click on :menuselection:`Adviser --> Analytic Entries`. +In this menu we have several options to analyse the human resource cost. + +1. We filter on the **Analytic account** so we can see the cost and revenues + of the project. Add a custom **Filter** where the **Analytic Account** + contains the **Sales Order** number. + + .. image:: media/timesheets04.png + :align: center + + In the results we see timesheets activities and invoiced lines with + the corresponding costs and revenues. + + .. image:: media/timesheets09.png + :align: center + +2. We can group the different analytical accounts together and check + their respective revenues. Simply group by **Analytic account** and + select the **Graph view** to have a clear overview. + + .. image:: media/timesheets08.png + :align: center