Setup Clients

This step is optional. However, if you already have a list of projects and associated tasks, you can create the structure before creating time entries. Client structure has the following properties:

  • A project is associated to a client.
  • A task is associated to a client or a project.
  • A contact is associated to a client.

To create a structure:

  1. From main screen, tap Menu->Setup->Clients....
  2. A similar screen is displayed:
    TimeBiller Screenshot 1
  3. Tap the client you want to add a project, task, or contact.
  4. Tap Action->Add Client.../Project.../Task.../Contact....
  5. Enter the name of the item and tap Ok.
  6. The new item is displayed under the appropriate folder.
  7. Repeat step 3 to 6 until you are done.
  8. Tap Ok.

To create a task for a project:

  1. Tap the project you want to add a task.
  2. Tap Action->Add Task....
  3. Enter the task name and tap Ok.
  4. The new task is displayed under the originally selected project.

You can import a list from a text file, or import contacts from Outlook on the Pocket PC.

To import a text file:

  1. Create a text file with each item on its own line, i.e.:
    Screenshot 2
  2. Copy the text file onto \My Documents directory on your Pocket PC using Windows Explorer.
  3. From main screen, tap Menu->Setup->Clients....
  4. Select the client that associates with the source file (if you are importing clients, select any client will do), tap Menu->Import....
  5. Select a type from the screen.
    Screenshot 3
  6. Tap Ok to continue.
  7. Select the source file to import.
  8. The imported items are displayed.

To import a client structure file created by Desktop TimeBiller:

  1. From main screen, tap Menu->Setup->Clients....
  2. Tap Menu->Import....
  3. Select "Import a client structure file".
  4. Tap Ok to continue.
  5. Select the source file to import.
  6. Tap Yes/No to confirm whether to delete the existing client structure.
  7. The imported items are displayed.

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