Everhour adds rate-aware time tracking to Asana projects, so accountants can review billable work without duplicate entry.
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Use this workflow to turn Asana task activity into records an accountant can review before payroll, client billing, or project reporting. The useful output is a timesheet line with clear context: client or project, task title, person, logged date, duration, description, approval status, and whether the work is billable or internal firm work.
Accountants need enough detail to reconcile time with the engagement, rate, and invoice treatment. A vague entry such as "client work" forces cleanup. A useful entry ties the Asana task to the accounting job, names the person who did the work, keeps the description specific, and carries approval status before the entry feeds reporting or billing.
Start with the Asana task because it gives the work a project, owner, status, tags, and custom field context. Add the time record against that task, not a separate free-text note. Keep duration, logged date, description, creator, approval status, and billable status visible so a reviewer can trace each line from work performed to the billing decision.
Separate client work, firm administration, training, corrections, and write-offs before totals leave the timesheet. A billing review fails when non-billable cleanup sits inside a billable engagement without a clear label. Accountants should also keep rate context near the time record: project rate, member rate, or task rate determines how the same hour becomes cost, revenue, or both.
Accounting teams work with two different money questions: the internal cost of the person doing the work and the billable amount charged to the client. Treat those as separate rate decisions. One staff member can have a default cost rate, while a specific engagement can require a different billable rate because the client agreement prices that project differently.
Approval status matters as much as the rate. A manager should approve, reject, or partially approve time before finance uses it for invoices, payroll review, or profitability reporting. Locked or approved periods keep later edits from changing billed work. Dated rate history also protects older reports because a new rate should apply from the chosen change date, not rewrite prior calculations.
A one-off check works for a single project, a short billing review, or a cleanup session where you need to confirm task names, dates, approval status, and billable treatment. It is enough when the accountant only needs a static export or a quick comparison before preparing the next invoice batch.
A managed workflow becomes necessary when the same Asana projects feed recurring billing, payroll review, budget alerts, and partner-level profitability checks. Everhour adds embedded timers, approvals, locked periods, cost and billable rates, and exportable reports, so accountants can keep task work in Asana while time and money records stay controlled.
This content is for general information only, may not be fully up to date, and is provided without any warranty or liability.
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A reviewable record includes client or project, task title, person, logged date, duration, description, approval status, and billable status. Those fields let the accountant connect work performed to the engagement and the billing decision. Missing dates, generic descriptions, or unlabeled non-billable work force manual cleanup before reports or invoices can be trusted.
Use separate labels, tasks, or billing statuses for client service, firm administration, training, corrections, and write-offs. Client work can feed billable review only after the entry identifies the engagement and the billing treatment. Internal time should remain visible in reports because it affects capacity and cost, even when it never appears on a client invoice.
Treat the effective date as part of the rate record. A new cost rate or billable rate should apply from the chosen change date, while older approved periods keep their original calculations. This protects margin reports and avoids changing amounts that already supported a client invoice or payroll review.
The common failure is separating the time entry from the Asana task context. A standalone note with a duration and a vague description leaves the reviewer guessing about client, project, billing status, and approval. Keep time attached to the task record and use descriptions specific enough to defend the work.
Weekly approval fits routine accounting firm review because submitted time can be checked before reports, payroll review, or invoice preparation. Add a separate cutoff before month-end billing or any client deadline that depends on current time data. Approved periods should be locked so later edits do not change reviewed totals.
Everhour separates internal cost rates from client-facing billable rates for Asana work, with default per-person rates and per-project overrides. Dated rate history keeps older reports tied to the rate in effect at the time, and billable projects can use project, member, or custom task rates.
Everhour can turn approved billable time and expenses into invoices, group invoice lines by the structure the client expects, and mark invoiced time so it does not appear in a later invoice. Exports to QuickBooks Online, Xero, or FreshBooks create drafts for accounting follow-up.
Keep Asana task work connected to approved time, dated cost rates, billable rates, and project overrides. Everhour turns those records into cleaner accounting review and billing reports.
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