Create intermediate Works with: Any AI

Time Tracking and Billing Review Routine

Table output Has example

Capture time accurately and bill fairly.

The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.

[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.

Create a time tracking and billing review routine. Services, billing method (hourly, fixed, retainer): [BILLING_METHOD]. Time records I keep now: [TIME_RECORDS]. Problems (unbilled time, disputes): [PROBLEMS].

Design a routine with daily time capture, a weekly review of unbilled work, a monthly invoice check, and a quarterly analysis of effective hourly rate by client. Provide spreadsheet columns, formulas for realisation (billed versus worked), and rules for writing off time. Include invoice description tips that explain value, and a script for discussing a surprise bill. Mark tax and billing rules as items to verify [VERIFY] for [JURISDICTION].

Also add a worked example of realisation for an invented client with 40 hours worked, 34 billed and 31 paid, labelled as an illustration, and the questions it prompts.

Do not present templates as compliant by default. Mark every policy, notice or contract-like statement [VERIFY], name [JURISDICTION], and suggest that a qualified person reviews it before use.

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Optional: type your details and the prompt above updates. Nothing is saved or sent.

Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.

Invented client summary for a month
Hours worked 40; hours billed 34; hours paid 31 (the client disputed 3).
Realisation = billed / worked = 34 / 40 = 85 percent; collected / billed = 31 / 34 = 91 percent.
Effective hourly rate = invoices paid / hours worked: 3,100 / 40 = 77.5 when the nominal rate is 100.
Weekly review: list unbilled time every Friday. Write-off rule: write off when under 30 minutes and not reasonably billable.
Invoice description tip: 'Prepared board report (4 hours): analysed Q3 data, drafted summary, reviewed with CFO.'

• services