Project time tracking and CPD records for professional services

Organise work around your customers

Create customer projects and define the tasks involved, giving your team a clear structure for recording their work. From monthly accounts and payroll processing to consultancy assignments, keep time connected to the work it represents.

Make time recording part of the working day

Employees can select an assigned project and task through the NexaSquared app and record the time they spend working. Managers organise projects through the web interface, while employees have a practical way to capture their activity during the day.

Understand where project hours go

Review recorded time by project and task to understand how your team’s hours have been spent. Use project reports to support discussions about workload and customer assignments.

Manage rates for the work being delivered

Manage employee and task charge-out rates through the web interface, with changes taking effect from the relevant date. Charge-out rates are distinct from employee pay and internal labour costs.

Choose the right report for the audience

Choose the appropriate customer or internal report through the web interface, with summary and detailed views. Customer reports do not expose internal labour costs or margins.

Connect task requirements with qualification records

Set qualification requirements for tasks and use recorded qualification information to support eligibility checks.

Give professional development a clear place in your records

Keep a record of training activities and the time invested in continuing professional development. Employees can record their learning activity, while managers have a clearer view of the development recorded across their team.

Whether someone attends a professional update, completes training or takes part in another development activity, NexaSquared helps keep the record organised alongside everyday work.

Supports your firm’s training, qualification and CPD recordkeeping.

Keep development goals in view

Set CPD targets and review recorded progress.

Keep supporting records together

Keep supporting certificates, achievement dates and applicable expiry dates with your development records.

Keep upcoming renewals in view

Where enabled, email reminders for recorded CPD expiry dates can be sent from 14 calendar days before expiry, with catch-up reminders within that period. Eligible recipients include the employee and, where configured, their manager or training contact.

A manager creates a customer project for monthly accounts and defines the relevant tasks. Employees record their time against those tasks, and the manager reviews the project report to understand where the hours went.

Separately, an employee records time spent attending a professional development session in Training & CPD.

The practice has a clearer record of time spent on customer work and time invested in staff development.

Illustrative example.