Welcome
Areas of application and versions of Xpert-Timer
Quick overview
The installation
Update to newest version
Silent install
Configuration file (xperttimer.ini)
Command Line Parameters / Remote control
System requirements
Components
Install client updates
Install server update
MS-SQL / MySQL Database
License management
User login
Where is all my data saved?
Activate license data
Administration
Moving your system
Moving to a new pc
Where is my data
Connection problems
XTAdmin (Administration)
Database connections
SQLite
Microsoft Access
MS-SQL
MySQL
Users
Reset Password
Settings
Maintenance
Import/Export
Import of client data
Moving of the database
Backup your database
Software update
XTUpdater
System information
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 possibilites
Automated time tracking - the time bar
email notification
Anynomization
User management
Tasks
Edit/Add new task
Text for tasks
Notes for tasks
Attachments for tasks
Times for tasks
Task template
Task packages
Tasks for users
Re open task
Reminders for open tasks
Grouping, filtering and categorizing
Outlook/Thunderbird and tasks
Reporting
Timestamps
Filters and grouping
Profit/Losss
Weekly report
Monthly report
Yearly report
Workgroups
Add a new work group
Activate a new work group
Booking archive
Document management
Printing in Xpert-Timer
Example reports
Edit invoice template
Billing
Quotes
Create new quote
Edit quote
Offer Items
Text before the offer Block
Text after the offer block
userdefined fields
Invoices
Options of creating invoices
Create invoice from quote
Create/Edit new invoice
Invoice items
Text before invoice items
Text after invoice items
User defined fields
Swiss QR-Code
Invoice reminders
Configuration
User
General
Projects
Tasks / To-Dos
Notifications
Reminders
Hotkeys
Telephony
Export
Advanced
General
Project types
Textphrases
Task categories
Reimbursables categories
Note categories
Project status
Task status
Activities
System
General
Print template
Quotes
Order confirmation
Invoice
Rounding mode of VAT
Reminder
Backup
Restore database
Dokumente
XTSyncServer
Prices
Additional
Administration
Client management
Client import
Currency per client
Filter options
Add/edit client
Client details
Contacts
Notes
Projects
Tasks
Times
Activity Report
Documents
Reimbursables
Invoices
Quotes
General
Additional Info
Overview
Client contacts
New client contact
Contact manager
Reimbursables ledger
What are reimbursables
Add a reimbursable expense
Edit reimbursable expense
Bill reimbursables
Reimbursable expenses
User management
Employee Data
Reset password
Users
Workgroups
Rights groups
Tracked times
Reports
Additional modules
Projects
Add new employee
Add new workgroup
Add new rights group
Description of the rights
Activate synchonization
Reports
Outlook module
1. Activate Outlook module
2. Functioning of the outlook module
Pricelists
Configuration of pricelists
Create new pricelist
Versionization of pricelists
Assign pricelist to user
Usage of pricelists
Combination of pricelists
Projects
Project manager - Areas
Activity Report
Documents
Users
Task List
Notes
Time stamps list
Timestamp status
Edit timestamp
Merge timestamps
Check timestamps
Manually enter timestamps
Divide timestamps
Project list
Filtering and grouping options
Reminders
Create reminder
Overview over reminders
Signalization
New Project / Project Properties
Project properties - General
Project properties - Workgroups
Project properties - Users
Project properties - Billing
Project properties - Notes
Project properties - Documents
Project properties - sub-projects
Project properties - Tasks
Project properties - Times
Project properties - Activity Report
Project properties - Reimbursables
Project properties - Invoices
Project properties - Quotes
Project properties - Additional
Project properties - Charts
Project properties - Overview
Create team projects
Project favorites
Project leader
Add reimbursables to projects
Quick entry projects - what are they?
Enter manual timestamp
Project progress
Project templates / duplicate project
Project - search
Project - select
Project - start
Project - start retroactively
Pause / Stop project - slack time
restore erased project
Synchronisation
XTSyncServer
Step by step installation (Service)
XTSyncServer - Desktop version, no server
Step by step installation (XTInstSyncServer.exe)
Webservice Control (XTSyncService Control)
Konfiguration
SSL installation
Synchronisation with Android
Synchronisation with Windows
Activate synchronization
Create sync file
Step by step setup guide for Windows sync
CTI Module / Telephony
Activate CTI
Configure telephony
Activate telephony for client
Call log
Timestamps
Timestamp status
Timestamp - edit
Timestamp - merge
Timestamp - double check entries
Timestamp - manual entry
Column headers
Pricelists /groups
Program wide dialogs
Excel export
Employee filter
Client filter
Project filter
Reimbursables