Articles on: Workstatus Best Practices

Setup of Accounting Company in Workstatus

Setup of Accounting Company in Workstatus

Maximize your clients and your own profitability without the hassle. Workstatus helps you focus on what matters by taking the day-to-day tasks out of your hands. Our software can help you manage your team by monitoring individual and team activities: such as checking how your team spends their time, ensuring their timesheets are correct for generating reports.

Below is a step-by-step guide on how to get the most out of your Workstatus organization:

Table of Contents

Setting up your organization
Invite your team to join your Workstatus organization
Download the desktop app
Installing and signing into the client
Setting up projects
Assigning to-dos
Adding clients
Time Tracking
Time tracking using the apps
Manual time addition
Generating reports

Setting up your organization

Organizations are a critical aspect of Workstatus. Think of each Workstatus organization as one company. It is the structure that houses all your employees, clients, projects, tasks, and more.

Click on any topic below to learn more about organizations:

Setting up an organization
Edit your organization Details
Archiving an organization
Restoring an Archived organization

If you are a team member looking to join an existing Workstatus organization, please reach out to your organization owner to send you an invite.

Invite your team to join your Workstatus organization

To get started, you’ll need to invite your staff as members of your Workstatus organization. To invite your team, navigate to the Members page, then click on the Invite Member button. Click here to view our complete guide to inviting your team.

After successfully inviting your team, the next step would be to download the time tracking app.

The mobile app can only record time and locations. To record desktop activity (screenshots/apps/URLs/keyboard and mouse activity) you’ll need to download the desktop applications for Windows and Mac.

Installing and Signing into the Client

After downloading the client, users will be prompted to install it. Click on an operating system below for a guide on how to install the Workstatus app:


Mac Desktop Client
Windows Desktop Client
Linux Desktop Client

Android Mobile Client
iOS Mobile Client

Setting up Projects

Projects are a way to organize your team’s tracked time. You can organize your team’s time and activities into projects. Click here for a Setting up projects on Workstatus. Complete this initial setup guide to customizing your projects based on how you need them to work for your company.

Assigning to-dos

Tasks are called To-dos in Workstatus. To add a to-do, navigate to the To-dos menu on the sidebar, then click on Add to-dos button.

A dialog box will appear where you can choose which team member to assign the task. Once the to-do is assigned, it will appear on the Workstatus client so the team member can track time to them.

Adding clients

The Clients feature helps you to categorize which projects belong to which Clients. Click here for a complete step-by-step guide to setting up your Workstatus account for clients/customers.

Setting up timesheet approvals

Preview of the Timesheets -> Approvals page where Owners and Managers can view, approve, or deny timesheets.

The Timesheet Approval feature allows owners and managers to double-check time entries before they are sent to be processed.

Time Tracking

At this point, your team is now ready to track their time. Once they’ve tracked time, the app will then upload the time and activity data to the web dashboard.

Time tracking using the apps

You can track time manually by pressing the start/stop buttons on your Workstatus application.



Manual time addition

You can also opt to add in time manually for your team or let them manually add time for themselves. To do this, Enable the Modify Time setting, then follow this guide on how to add time manually.

Enabling the Modify Time setting will allow team members to add, edit, and delete time.

Generating Reports

Workstatus provides a number of reports that display an in-depth look into what your team is working on, how they are spending their time, and how efficient they are being.

We separate data into different reports, that are easy to use, filter, and adjust to provide the exact information you are looking for. You can display the total amount of time each/all users work, how much time each/all users spend on a project, and more.

Click here to learn more about what reports are available in Workstatus.

You’re all set! Next time, you’ll be able to add more people, projects, tasks, clients, generate reports, job sites, and more. In case you need help with anything, please feel free to reach out to our support team via

Updated on: 11/05/2023

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