First of in Lexor an activity can only have one these 3 different statuses:
Proposed: this means our engine detected an activity and proposes this in your calendar activity
Approved: a proposed activity that you approve becomes status approved. A manually input of activity is also by default approved.
Billed: Approved activities that are marked as billed.
You will find a general activity overall overview in the main menu and matter specific listing in the . All activities can be shown in a handy calendar view:
All activities are in principle proposed activities. Our smart engines already tried to enrich that activities with an estimated realistic time and smart matter match. This means you only approve the activity and adjust the proposed category and description.
Hovering on left top icon (e-mail, calendar event,...) will give you the of the specific mail so it helps you approving accurate and faster your In the middle you find our proposed description and in the right hand side the estimated time for your activity.
All activities of a co-worker are shown in a calendar view. You just click on the activity to approve it transfer it to the to be billed status approved).
Lexor will try to match the correct case immediately if not you can choose out of some suggestions or select your own. The categories which are also customizable in the settings will also be suggested by our engine. The calendar, mail or phone icon indicates what type of event we detected.
The description is also suggested by our system but can always be changed or updated by the user. Above the invoice language is so you know in which language you should describe your timesheet.
You can always mark an activity as billable or non-billable and correct the estimated time if you think our engine wasn’t accurate. If you delete the activity it will be a final delete a message to our engine to ignore that type of activities in the future.
You can add in the same screen also a cost. That cost can be at fixed price or a price per unit.
The fixed price cost is a cost you define ad hoc:
The price per unit is based on the price agreement settings which you can manage in the settings.
The are in a timesheets. start these are in a way.