Help Overview Getting Started Hourly set up checklist

Getting Started

Before you start

Hourly set up checklist

Creating an account & logging in

Create a new account Joining an existing account Log in to Hourly

Adding your team to Hourly

Add others to your account Adding and removing users

Importing data into Hourly

Import data into Hourly

Your Hourly trial

How does the Hourly trial work?

Getting the most out of your trial

How do I get the most out of my Hourly trial?

Using Hourly

Time tracking

The time page Time tracking in Hourly Changing the date for time tracking Time tracking methods Incomplete or missing time entries Time entry FAQ

Expense tracking

The expenses page Expense entry FAQ

Invoices

Invoicing in Hourly Draft invoices Approved invoices Invoicing FAQ

Reports

Client report People report Project report Everything report Scheduled report

Clients

Create a client Archive a client Delete a client

Projects

Create a project Archive a project Delete a project The project page

People

Add more people Archive people Delete people

Profile

Edit your profile Connect a chatbot Change your password Add a profile image

Account

Edit your account Close your account Manage your subscription Update your update details

Integrations

Xero

Xero integration overview Connect Hourly to Xero Xero integration FAQ

Trello

Trello integration overview Connect Hourly to Trello Trello intregration FAQ Reauthorising your account

Slack

Slack integration overview Connect Hourly to Slack

Hourly set up checklist

There's a few things that you may want to pull together prior to (or during) your Hourly account creation. We've assembled the list below so that you can hit the ground running when you set up your account.

1. Time Tracking Data for Importing (Optional)

The first thing to work out is if you plan to import data or set up your Hourly account manually.

Importing can take a bit of time to set up but automates the creation of everything in Hourly (people, projects & clients). It also means you get to keep a record of your previous work and get value from Hourly's reports straight away.

Creating things manually can take slightly longer than importing, but does give you a chance to start with a clean slate.

If you decide to import, you'll need:

The Hourly Import Template (download this on the Account > Import page).
Your data in spreadsheet form (will require exporting if you're using a time tracking tool already).
An updated version of your data that's organised to match the import template.

2. Company Information

When you first create your Hourly account you'll need to have the following key details ready to go:

Name (your business/organisation or team name).
Logo (optional and can be set at any time).
Country (where your business is based so we can tailor Hourly's experience for you).
Currency.
Date Format.

3. People Information

If you're part of a team or company that's joining Hourly, that's great! You'll need to enter a few details for each new person so that Hourly can send out their email invites.

When adding new people to you account you'll need:

Full name.
Email address.
Role (optional and can be updated at any time).
User type (standard user or admin).
Image (optional and can be set at any time).

4. Client Information

You'll need to set up the clients who you and your team intend to track time against.

Projects require the following:

Client name.
Image (optional and can be updated at any time).
Reporting colour (optional).

5. Project Information

You'll need to set up the clients and projects you and your team intend to track time against.

Projects require the following:

Project name.
Project description (optional).
Image (optional and can be updated at any time).
Project type (client project or internal project?).
Billable flag (is the project billable? This is only applicable for client projects).
Budget (optional and only applicable for client projects).
Lead (optional).