Freelancer invoices

Hours worked in Connecteam against the invoices received — who still has to invoice which month.

freelancers followed

months without an invoice

hours not invoiced

invoicers to identify

invoices to check

/ Hours worked vs invoiced Click a person for shifts, invoices and actions

✓ invoiced ✓ invoiced, hours not read from the invoice ◐ partly invoiced ✗ no invoice after the 7th ○ expected by the 7th ◔ month in progress

/ Invoices to check Totals that do not add up, hours that differ from the registered shifts, dates billed twice, a different rate

Every freelancer invoice is checked when it arrives and again after each Connecteam sync. Red = probably wrong, amber = look at it. "Checked" keeps it here greyed out until the invoice or the hours change. Open ones carry Invoice check: Check dashboard on their HubSpot ticket until you press "Checked". Show invoices already checked

/ Who is this? Invoicing companies not yet linked to a person

Data sources Connecteam and Yuki are pulled automatically every night; buttons below run it now

Connecteam (API)

—

Yuki / Nmbrs Accounting (API)

—

+ Manual uploads (fallback when the APIs are not available)

Connecteam timesheet (.xlsx)

Time Clock → Timesheets → export "Timesheet overview" for the period (all employees). Shifts already known are updated, new people are added.

Yuki / Nmbrs Accounting transactions (.csv)

Financials → Transactions → export for the year (the tab-separated file). Only the "Purchase of services" lines (60200) are used.

HubSpot tickets already stored

New tickets are classified as they arrive. Tickets stored before this page existed are only recognised by company name — press this after linking companies under "Who is this?" to tag them too (they move to "Handled without a PO" on the PO page).