Welcome
Areas of application and versions of Xpert-Timer
Brief introduction for those in a hurry
Installation
Update to the latest version
Silent install
Configuration file (.ini file)
Command line parameters / Remote control
System requirements
Selecting the scope of installation
Install client updates
Install server updates
MS-SQL database
License management
Login dialog
Where is my data located?
Activate license file
Multiple users on one PC
Administration
Extension / Relocation
Moving to a new computer
Where is my data located?
Connection problems
XTAdmin
Connections
SQLite
Microsoft Access
MS-SQL
MySQL/MariaDB
Employees
Reset passwords
Settings
Maintenance
Import/Export
Importing CSV files
Moving the database
Data backup
Synology NAS with MariaDB
Software update
XTUpdater
System info
Rental License
Xpert-Timer Manual
Tips & Tricks
Quick settings in the Project Manager
Start project retroactively
The favorites list
Intelligent quick entry
Keyboard shortcuts
Export and import options
Time recording with barcodes
Timeline - Automated time measurement
Email notifications
Anonymization mode
Application log
Work time tracking
Setting up the system
Time Tracking Dashboard
Employee Management
Linking time tracking with project time tracking
Manual
Configuration
Work Time Models
Public Holidays
Break Rules
Overtime Rules
Absence Types
Locations
Departments
Workplaces
Stamp cards
System Settings
Daily Models
Edit Daily Models
Working Time Reports
Employment
Overtime Account
Vacation Account
Submit a Vacation or Time off Request
Terminal & Transponder
Activate Transponder
Configuration
Permissions for Time Tracking
Access Rights
Approval Process
Create Manual Entry
Task list
Create/edit task
Text for tasks
Notes on tasks
Attachments to tasks
Times for tasks
Custom fields
Task templates
Task packages
Tasks for employees
Reopen tasks
Reminder function for open tasks
Group, filter, categorize
Outlook / Thunderbird and tasks
Evaluation
Individual times
Filters and groupings
Profit/loss
Weekly view
Monthly view
Year view
Working groups
Create new workgroup
Working with workgroups
Switching to workgroups
Booking archive
Document management
Printing reports
Sample reports
Customize invoice template
Invoicing
Quotes
Quote templates
Create new quote
Edit quote
Quote items
Text before the quote block
Text after the quote block
Custom fields
Invoices
Setting up invoicing
Generate invoice from quote
Invoice templates
Generate Swiss QR invoice
Generate XRechnung/ZUGFeRD
GiroCode invoice
Create/edit invoice
Create invoice
Text before the invoice block
Text after the invoice block
User-defined fields
Create partial invoices
Payment reminders
Configuration
Users
General
Projects
Tasks
Notifications
Reminders
Keyboard shortcuts
Telephony
Export
Advanced
General
Project types
Text modules
Task categories
Service categories
Note categories
Project status
Task status
Activities
Customer categories
System
General
Project assignment on/off
Print template
Quotation
Order confirmation
Invoice
VAT rounding mode
Payment reminders
Data backup
Import data backup
Documents
Email
XTSyncServer
Admin
Pricing
Additional modules
Customer management
Customer import
Currency per customer
Filter options
Create new customer
Customer data
Contacts
Notes
Projects
Tasks
Times
History
Documents
Services
Invoices
Offers
General
Additional
Overview
Customer contacts
Create customer contacts
Contact management
Service recording
What is a service?
Enter new service
Edit service
Bill services
Service management
Employee management
Employee data
Reset passwords
Employees
Workgroups
Permission groups
Recorded times
Reports
Additional modules
Projects
Create new employee
Create new work group
Create new rights group
Description of rights
Activate synchronization
Reports
Outlook module
1. Activate Outlook module
2. How the Outlook module works
Price lists
Configuring price lists
Create new price list
Versioning the price list
Assigning price lists to employees
Using price lists
Combining price lists
The Project Launch Center
Projects
Project Manager - Areas
History
Documents
Staff
Task list
Notes
The timestamp list
Timestamp status
Edit timestamp
Summarize timestamps
Check timestamps
Create/Add Timestamps
Split timestamp
Project list
Filter and grouping options
Reminders
Create new reminder
Overview of reminders
Signals
New project / Project properties
Project properties - General
Project properties - Workgroups
Project Properties - Employees
Project Properties - Billing
Project Properties - Notes
Project Properties - Documents
Project Properties - Subprojects
Project Properties - Tasks
Project Properties - Times
Project Properties - History
Project Properties - Services
Project Properties - Invoices
Project Properties - Quotes
Project Properties - Other
Project Properties - Charts
Project Properties - Overview
Create projects for project team
Project assignment
Project favorites
Project managers
Time tracking for projects
Quick start projects
Create project time supplement
Project progress
Project templates / Duplicate projects
Search for projects
Select projects
Start projects
Start projects retroactively
Paused/stopped projects
Restore deleted project
Synchronization
XTSyncServer
Step by step XTSyncServer service
SyncServer - Desktop program
Setup process (XTInstSyncServer.exe)
XTSyncServer service control
XTSyncServer configuration
SSL setup
Synchronization with Android
Synchronization with Windows
1. Enable synchronization
2. Create sync file
Step-by-step setup
Telephony
1. Activate telephony
2. Set up telephony
3. Set up telephony for customers
Call list
Time stamp
Timestamp status
Edit timestamp
Summarize timestamps
Check timestamp
Create/add timestamp
Column headings
Price lists / price groups
Import time stamps
Program-wide dialogs
Excel export
Employee selection
Customer selection
Project selection
Service selection