EP365 Worklog from a logged hour all the way to an invoice, in your Microsoft 365
Tracking hours on client projects, approvals by a project manager, service allowances and billing inputs — the whole flow from a logged hour to an invoice inside the Microsoft 365 you already have and pay for. No third-party cloud and no extra passwords.
Sound familiar?
This is what companies that sell their time — consulting, development, service — tell us before they deploy Worklog. Not because people are careless, but because Excel and email were never built to track and bill hours.
“At the end of the month I chase hours across the whole team.”
Everyone keeps their own timesheet — in Excel, in notes, or not at all. Rates are dug out of emails and nobody is accountable for a project's timesheet being complete.
“How much of that allowance did we actually use?”
A service contract has sixteen prepaid hours — but how many were really worked comes out too late. Overages don't get billed and unused hours lapse with no rules.
“I assemble the billing input by hand from spreadsheets.”
I glue the invoice attachment together from spreadsheets nobody approved. There's no record of who signed off on what, I format the client report by hand and a revenue outlook from the hours simply doesn't exist.
What Worklog does about it
Five things that ease your month-end close the fastest. The complete feature list is below in the details.
From a logged hour to an invoice in one flow
A colleague logs hours into a weekly grid and sends the whole week for approval with one button. The project manager approves — or returns it with a reason — and accounting turns the approved hours into a billing input. Every step has a verifiable record.
Spreadsheets per person and haggling at billing time one approved flow from an hour to a billing input
Approvals with a reason and a notification
Submitted timesheets wait in a queue — a project manager sees their own projects, the administrator sees everything. Approve in bulk or one by one; a rejection carries a reason the author sees right on the record. An email goes out on submission, approval and rejection.
“Please send it to me one more time” by email returned with a reason, the author knows why straight away
Service allowances that add up
Monthly prepaid hours, carry-over of unused ones by your rules and work beyond the allowance calculated separately. You see usage as you go, not a month later.
Rates driven by a price list, not by guesswork
The hourly rate is set by a price list per client, project and specific person. The one valid at logging time is saved with each timesheet — a later price change doesn't rewrite history.
A client report in one click
Export approved hours by client to Word using your branded template, or to a spreadsheet. Mark billed hours with the invoice number.
The fastest route: 30 minutes at a screen.
No company slideshow. We share a screen and click through the app on sample project data — you'll see exactly what your people would see.
„No more chasing hours at month-end. And work beyond the allowance finally gets billed — before, it quietly lapsed.“
IT services · 25 consultants · 18 projects + 7 service contracts
Getting started took half a day. Consultants learned to log hours in a few minutes, and accounting exports the billing input in a morning instead of three days.
For those who want to know more
Everything that matters in one place — features, a comparison with the alternatives, security, pricing and answers to common questions.
Log hours without delay
Quick logging (project, milestone, work type, hours, note) and a weekly grid across Monday to Sunday. Copy an empty week from the last one as drafts. A timesheet can also be started straight from a milestone or task.
Clients, projects and milestones
A clear tree of client → project → milestone → task. Projects on a board by status (drag to move); milestones as months of a service contract or functional blocks with an hour budget. Clients can be pulled in from EP365 CRM.
Approvals with an audit trail
Submitted timesheets wait in a queue — the administrator sees everything, a project manager their own projects. Approve or reject in bulk or one by one; a rejection carries a reason the author sees on the record. An email goes out on every step.
Service contracts and allowances
A service-contract project has monthly prepaid hours and a carry-over mode for unused ones (none, full, or partial with a cap). The month-end close calculates the carry-over and passes it on. You see usage and overage work in one overview.
A matrix rate price list
Hourly rates at three levels: client, project and a personal rate on the project. When logging, the most specific one is picked and saved with each timesheet — a later price change doesn't rewrite history. Non-billable hours are recorded without an amount.
Billing and a client report
Export approved hours grouped by client to Word using your template (logo, header, footer) or to a spreadsheet, and mark selected hours as billed with an invoice number. Summaries respect currencies (CZK and EUR per project).
Month-end close and revenue outlook
If you have EP365 CRM, one button calculates the billable revenue from approved hours — for service contracts only the amount beyond the allowance, for fixed milestones the price after acceptance — and writes it into the revenue outlook. Running it again doesn't double anything.
Import hours and roles
Import hours from a spreadsheet with a preview, people matching and protection against a double import. Four roles: administrator, project manager, contributor and biller. Contributors can be limited to just their own clients and projects.
Data stays with you
Hours, rates, clients and timesheets are stored exclusively in your Microsoft 365 environment, under your identities and permissions. No export to a third-party cloud, no data leaving the company.
No new passwords
People sign in with their company Microsoft account. When an employee leaves, IT handles it in one step — blocking the account removes access to the timesheets too.
Rates seen only by those who should
A contributor sees only their own clients and projects, and rates only the administrator and the biller. Other people's data is technically out of reach, even with a direct link.
A single external dependency
On our side only the licence validity check runs (nothing more than the environment ID and the expiry date). No hours, rates or client data flow through it.
No extra automations
Email notifications go straight from the browser via Microsoft 365, and rate, usage and close calculations run at your end. No further licences or services to sign off.
Verifiable history
Who approved or changed what and when is traceable in the Microsoft 365 audit — no separate logging system, no side records.
Monthly licence by company size
The subscription depends on the total number of users in your Microsoft 365. Within a given size you get the full scope of the app, with no surcharges for individual features.
On-site implementation
We help you get started: installation, an initial team workshop, theme setup to match your brand, configuration of work types, the price list and the report template, optionally an import of clients and hours and a link with EP365 CRM.
The exact price depends on the scope of the initial configuration and the data import. We'll send a precise quote after a short call.
Support pricing
Consultations, environment adjustments, custom reports or user support beyond the implementation.
Support is billed per started 15 minutes of work. We always tell you the expected scope in advance.
Where are our hours and rates stored?
Do we need any extra automations or a separate cloud?
How does timesheet approval work?
How do service contracts and carry-over work?
Do we have to have EP365 CRM?
How quickly do we deploy it?
Can we adjust the work types and the report template?
Further reading on the blog
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What exactly do you want to discuss?
Pick what's burning most right now. We'll get back to you, walk through your situation and propose next steps, including an indicative price.