Training topics: Glide Time
Recording time and expenses, turning WIP into bills and reporting on profitability.
This is part of our suggested training topics: an outline of what to cover when training your staff on Glide. Topics are grouped by role, so you can run separate sessions or pick the parts that suit each person.
Who each part is for
- All staff: day-to-day work such as progressing jobs, recording time and communicating with clients.
- Managers: oversight of the team's work, reporting, billing and resourcing.
- Practice administrators: setup and configuration tasks that matter but don't come up often.
All staff
- Recording time on timesheets, against clients, jobs and non-client activity
- Using timers versus entering time by hand
- Recording expenses and disbursements
- Reviewing and correcting your own entries
- Good habits, such as recording time daily and using clear descriptions
Managers
- Reviewing team timesheets and chasing missing time
- WIP: how time builds up and is valued
- Billing from WIP, including write-ups, write-downs and credit notes
- Key reports including billed recovery and staff productivity
Practice administrators
- Setting up charge rates, revaluing rates and importing rates
- Setting up the workday pattern
- Client and non-client activity categories
- Xero integration setup
- Importing opening WIP entries