Accounting
Availability:Timeora OneFeature: accountingPermission: accounting.read
The accounting module turns work into invoice documents. It is part of Timeora One and uses the same projects, clients and time entries you already track.
Open accountingWhat the module does
Section titled “What the module does”| Page | Purpose |
|---|---|
| Invoices | The list of invoice documents with their status and totals. |
| Add invoice | Create a new invoice from tracked work. |
| Invoice detail | Review the lines, edit the document and download it as a PDF. |
Create an invoice
Section titled “Create an invoice”- Open Accounting and select Add invoice.
- Choose the client and the project, and set the period the invoice should cover.
- Review the time entries that Timeora proposes and adjust the lines.
- Save the invoice and download the PDF from the invoice detail page.
Work with existing invoices
Section titled “Work with existing invoices”- Open an invoice to see its lines, totals and the period it covers.
- Edit it with
accounting.update; deleting needsaccounting.delete. - Download as PDF produces the document you send to the client.
Permissions
Section titled “Permissions”| Action | Permission |
|---|---|
| Open accounting and read invoices | accounting.read |
| Create an invoice | accounting.create |
| Edit an invoice | accounting.update |
| Delete an invoice | accounting.delete |
Accounting without a licence tier is not just hidden — the API refuses the request as well. If the module is missing from the navigation, check the tier before checking the role.