Financial Workflow

Healthy finances come from a steady rhythm, not a scramble at month-end. Because Heyweek connects tracked time, invoices, cash flow, and reports, you can keep that rhythm without juggling tools. This guide lays out a workflow: track billable time, invoice on a cadence, monitor cash flow, and review your financial reports.

Track billable time

Everything financial starts with capturing the work you do.

1. Log time against projects as you work, using the timer or manual entries.
2. Keep entries tied to the right project so billable hours roll up cleanly.
3. Review your entries regularly so nothing billable goes unrecorded.

Accurate time is the foundation — if the hours are right, the invoices and reports follow.

Invoice on a cadence

Billing on a predictable schedule keeps revenue flowing and clients unsurprised.

1. Pick a cadence that fits your work, such as weekly, biweekly, or monthly.
2. At each cycle, pull tracked time and articles into invoices and send them.
3. Follow each invoice through its statuses, from sent to paid, and stay on top of anything overdue.

Monitor cash flow

Knowing what's coming in and going out helps you avoid surprises.

• Watch your cash flow to see how invoice totals translate into money in.
• Keep an eye on outstanding and overdue invoices so you can follow up in time.
• Use the picture of upcoming income to plan spending and workload.

Review financial reports

Stepping back regularly turns day-to-day data into decisions.

1. Review reports to see revenue, time by project, and profitability.
2. Compare billable hours against what you invoiced to spot leakage.
3. Identify which clients and projects are most profitable and adjust where you focus.

A short review each week or month keeps your finances from drifting.

Next steps

• Cashflow — track money in and out over time.
• Invoicing — create, send, and follow invoices.
• Reports — revenue, time, and profitability views.
• Banking Setup — connect banking for a fuller financial picture.