As a freelancer, once you log in to your intranet, you can enter your timesheet, create an expense report, and submit your invoices for service delivery.
This article details the steps to follow.
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Fill in my timesheet
How do I create a timesheet?
Click on the My Timesheets module in the sidebar on the left
Click on the month for which you want to create your timesheet
How do I enter activity in my timesheet?
Click the + button to add a row. Each new row is added to the top of the table for better visibility
Activity rows are displayed in read mode and become editable when clicked. You can therefore edit them later (as long as the timesheet is not validated)
The progress bar at the top of the table shows you if all monthly working days have been entered or not.
If you are authorized to enter exceptional activity:
Click on "Add exceptional activity", just below the normal activity table
Choose the type of exceptional activity: for example: Hourly or calendar
Enter the data and/or add a comment
Note
You can find your timesheet directly from the dashboard of your interface > My Timesheets section.
Fill in my expense report
How do I create an expense report?
Click on the My Expenses module on the left sidebar > Then create the expense report for the desired month
How do I enter expenses?
Click the + button then Fill in your expense report
+ button to create a new expense line: you can choose to create it with or without a receipt. If you use a receipt, Boond will pre-fill your expense report with the recognized items (OCR).
Fill in the expense details: the date, the type of expense, you can link this note to an activity (project or internal), a description, and its amount. It is also possible to check the box "Client rebilling" if this expense report should be rebilled to the final client later.
Note
Find your expense report on the Mobile app BoondManager available on iOS and Android. Thanks to OCR recognition, you just have to take a picture of your ticket or invoice from your mobile, and the receipt information goes directly into your expense report!
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Submit my invoices
From your BoondManager intranet, as a Freelancer, you can directly submit your invoices via the My Invoices module.
"Draft" or "To validate" statuses
The invoice is visible to your client as soon as you have saved it, in the "Draft" or "To validate" state. The "To validate" state locks the invoice on your intranet (so you can no longer edit it once switched to this state), pending processing by your client via their BoondManager interface (validation or rejection)Reference, Invoice date, Amount excluding VAT and Amount including VAT
These fields are automatically pre-filled when the invoice is submitted in BoondManager (OCR)Billing period (start date and end date)
The billing period must absolutely be added manually (otherwise you will not be able to save your invoice)Discussion threads
Once the invoice is submitted and saved, you can access the discussion threads to communicate with your client about this invoice
In your My Invoices module, once your invoices are submitted, you can view:
The reference of the invoice
The current state of your invoice: whether it has been validated or rejected
Its amount excluding VAT and amount including VAT
The payment status of your invoice: Paid or Not paid (you can also filter on this item)
At the end of the row, you can access the invoice in PDF format
Note
When an invoice is validated or rejected, you are notified in your Notification Center! You can also add the notification by email by clicking on the cogwheel configuration of Notifications!
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F.A.Q
I want to be guided in my entry, what should I do?
We invite you to use our interactive guides by clicking the Help button at the top right of your interface.
Choose "Interactive guides":
Then click on the guide of your choice, it's your turn!
I do not have access to the "My Invoices" module in my intranet?
Two possibilities:
To check that you have access: click on your first name at the top right then on Configuration. In the menu bar, if My Invoices is in the left column: move the module to the right column, then Save to add it to your sidebar menu
If the relevant module does not appear in the configuration options, we invite you to contact your client to ask them to give you access, so you can submit your invoices.
I am a freelancer and I work for several clients using BoondManager, how do I access my different spaces?
You can follow this article which details the procedure.
Can I submit several invoices at the same time on my intranet?
No, you can only submit one invoice at a time.
I have already validated my timesheet but I want to make a change, can I contact my client directly from my timesheet?
Absolutely, by clicking the Discussion thread button, you can start a conversation with your client, for example to ask them to unvalidate the timesheet so you can make a later change.
I do not see the mention "Add exceptional activity" in my timesheet?
If this mention does not appear, then you are not authorized to enter it. We invite you to contact your client to request authorization. Feel free to use the Discussion thread as mentioned above.
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