Customer

Customers in Kimai are used to manage project and activities, which are then used for time-records.

It is common practice to have a customer for your own company, to track times for administration and other internal work.

Creating customer

Default values for new customers can be configured at System > Settings.

Customer colors

Each customer can be assigned its own color, for easier identification in the timesheets.

If a project or an activity linked to the customer does not have its own color, the customers color will be used. The default color code is #d2d6de.

Currency

The customers currency is used when displaying the recorded entries in the timesheets.

It is also used for printing invoices, which is the reason while the invoice screen needs one applied customer filter before any data will be shown.

Budgets

Budgets help you to watch your progress and to stay within contract boundaries.

If the System > Settings configuration Allow overbooking of stored budgets is not active, Kimai will prevent that records will be created, which would go beyond your configured budgets.

Currently, the visibility of budgets cannot be limited independently. So if you want to show progress to your users, you cannot show only the time budget (this will be changed in the future).

The permissions budget_team_customer, budget_teamlead_customer and budget_customer are used to check if the logged-in user can see the budgets.

Budget type

Kimai knows two budget types. The default budget type is lifetime (which is used if the budget type is empty), the other available budget type is monthly.

  • Lifetime budget - uses all records of all times to calculate progress and budget usage
  • Monthly budget - uses all records of the selected month to calculate progress and budget usage

No matter which budget type is used, it does not influence invoice amounts. There is no automatism that will add a monthly budget to your invoice (you have to create expenses or time records for that).

Money budget

Money budgets will be used to calculate reports.

For Kimai there is no difference between money and time budgets. If there are multiple people with a different hourly rate working on the same tasks, then money and time budget will differ in their outcome.

Only billable records will be used to calculate the remaining budget.

Time budget

The time budget should be entered in the format hh:mm or decimal hh.m.

Time budgets will be used to calculate reports.

If you are using money budget and want to show progress to your users, it is a good idea to calculate the hourly rate by using money budget / average hourly rate.

Only billable records will be used to calculate the remaining budget.

Rates

You can configure rates on different levels in Kimai. It starts from the user hourly rate and goes from Customers to Projects and Activities. Please read the rates documentation to find out more how rates are calculated.

On the detail page of the selected item (which you find by clicking a row in the listing table or select Show from the dropdown menu) you find the Hourly rate section. By default, you see the message No hourly rates have yet been configured.

The rates section table

You configure new rate rules by clicking the + button in the upper-right of the Hourly rates table.

A user needs the two permissions to be able to see and edit rates:

  • one of: view_customer, view_team_customer, view_teamlead_customer
  • one of: edit_customer, edit_team_customer, edit_teamlead_customer

Edit rate screen

The edit rate screen has four settings:

The edit rates screen

  • User - the user this rate applies to - if no user is chosen it applies to everyone without explicit personal rule
  • Rate - the rate to be charged (per hour)
  • Internal rate - the internal rate (or “costs” if you will) to apply (per hour); if this is not specified, the normal rate is used for calculation.
  • Fixed rate - if this is ticked, each time record gets the configured Rate value applied, regardless of the record duration

Catch-all rate

If no user was chosen, this rule applies to every user, except those who have a explicit User specific rate configured.

User specific rate

Every rule the defines a user is a user specific rate and those always win over Catch-all rate configurations.

Rates example

The following example contains two rate rules:

A sample rates configuration

The first one is a Catch-all rate that applies to everyone who is recording times for this customer. So every hour counts with 50 € towards the budget of this customer and has internal costs of 25 €. Every recorded hour has a gross margin of 25 € / hour.

The second rule applies to the user Susan Super who (as only user) has a User specific rate for this customer. Even though she has a higher internal cost of 45 € / hour, her work earns 85 € / hour, which leads to a gross margin of 40 € / hour.

Visibility

By toggling the visibility on a customer, you:

  • hide the customer from all drop-downs
  • hide the customer from the default list in the customer administration
  • hide all projects for this customer from all drop-downs, regardless of their visibility state
  • hide all projects for this customer from the default list in the projects administration
  • hide the activities for all customer projects from all drop-downs, regardless of their visibility state
  • hide the activities for all customer projects from the default list in the activities administration

Please note:

  • all currently linked objects will still show the customer in the dropdown as pre-selected option
    • you can still change the customer on timesheet records and projects, which used it before
    • you cannot create new projects for this customer
    • you cannot create new timesheet records for this customer
  • you can still access the hidden entries by changing the visibility filter on the toolbars

The visibility filter in the toolbar has three state:

  • Visible: Yes (all customers that are visible)
  • Visible: No (all customers that are invisible)
  • Visible “empty” (all customers, not filtering on their visibility)

The search drop-down supports filtering by the fields:

  • visibility

Besides these filters, you can query for a free search term, which will be searched in the fields:

  • name
  • comment
  • number
  • contact
  • email
  • phone
  • address

Additionally you can filter for custom fields by using a search phrase like location:homeoffice. This would find all customers with the custom field location matching the term homeoffice.

The search terms will be found within the full value, so searching for office would find:

  • I love working in my office
  • Office
  • This office is beautiful
  • Our offices are very noisy

You can mix the search term and use multiple meta-field queries:

  • location:homeoffice customername foo - find all customers matching the search term customername foo with the custom field location matching the term homeoffice
  • location:homeoffice contract:foo customername - find all customers matching the search term customername with the custom field combination: location matching the term homeoffice and contract matching the term foo
  • location:homeoffice contract:foo - find all customers with the custom field combination: location matching the term homeoffice and contract matching the term foo