Gee Ledger

Projects & Time Tracking

Projects help you organize work for clients with tasks and time tracking. When the work is done, convert tracked time directly into a quote or invoice.

Creating a Project

  1. Navigate to Projects in the sidebar
  2. Click New Project
  3. Enter a name, select a party (client), and choose a billing type:
    • Fixed — A set project price
    • Hourly — Bill based on tracked time
  4. Set the hourly rate (for hourly projects)
  5. Click Create

Tasks

Each project contains tasks that break down the work:

  • Add tasks with a name and optional description
  • Mark tasks as complete when done
  • Tasks help you track progress and organize deliverables

Time Entries

Record time spent on a project:

  • Add manual time entries with a date, duration, and description
  • Each entry tracks hours worked for billing purposes
  • View total tracked time on the project page

Converting to a Quote or Invoice

Once work is complete:

  1. Open the project detail page
  2. Click Convert to Quote or Convert to Transaction
  3. Time entries become service line items on the document
  4. Review, adjust if needed, and save

This creates a professional quote or invoice with all your tracked work itemized.

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