Allowances

Manage hour packages without losing track

Define hour allowances per client and follow the usage in real time. Every time entry updates the balance automatically: an end to Excel lists and to nasty surprises at invoicing.

  • See at once how many hours are left for each client
  • The status switches to "used up" by itself as soon as a package is empty
  • GDPR compliant, hosted in Germany

An end to allowance chaos in Excel

Tracking hour packages in Excel, adding up usage by hand and finding at the month end that a client went over the limit long ago: anyone who works with allowances knows it.

Problem

No overview of the hours left

How many hours are left for client X? No idea, nobody has updated the Excel sheet in weeks.

Problem

Overruns noticed too late

Only at the monthly invoice does it become clear that the allowance was used up long ago. Unpaid hours are the result.

Problem

Top-ups and extensions kept in your head

Who topped up when? Which client extended their package? Without clean documentation every invoice becomes guesswork.

Solution

Allowances that manage themselves

Create hour packages, have the usage tracked automatically and see the current balance at any time, with no recalculating by hand.

Client hour packages1 running low
Dr Lindner practice17:30h remaining
Maintenance, 22:30h von 40:00h je Quarter
Ruhrmann law firm6:30h remaining
Consulting, 13:30h von 20:00h je Month
Apotheke am Markt46:00h remaining
Care, 14:00h von 60:00h je Year
Tierklinik Nordstadt0:45h remaining
On call, 29:15h von 30:00h je Quarter
Physio Wiesengrund14:30h remaining
Maintenance, 9:30h von 24:00h je Quarter
Zahnarzt Brinkmann7:30h remaining
Consulting, 8:30h von 16:00h je Month
Sanitätshaus Kley27:45h remaining
Care, 20:15h von 48:00h je Year
Logopädie Steinweg7:30h remaining
Maintenance, 4:30h von 12:00h je Quarter
Augenzentrum Süd15:00h remaining
On call, 21:00h von 36:00h je Quarter

Result

Always current instead of recalculated monthly

Every time entry updates the allowance automatically, so you can see the current balance per client at any time.

Abrechnung September
ProjectErfasstBillable
Practice refurbishment46:30h44:00h
Aktenumzug31:00h31:00h
Warenwirtschaft63:00h58:30h
On-call rota28:30h25:00h
Terminal rollout11:00h11:00h
Röntgenraum33:30h31:00h
Lagerumbau33:00h31:30h
Practice website7:30h7:30h
Total254:00h239:30h

This is how allowance management works

From creating the hour packages to the real-time overview, in three steps.

Step1

Create an hour package

Create an allowance for your client, one-off or recurring. With a number of hours, a term and automatic renewal.

Set it up once, let it manage itself
Neues Kontingent
CustomerChoose a clientDr Lindner practice
ServiceChoose a serviceMaintenance
VolumeHours40:00h
Create an hour packageCreated, valid from 1 October

Step2

Follow usage in real time

Every time entry is offset against the allowance automatically. You can see at any time how many hours are left for each client.

No more recalculating by hand
Dr Lindner practiceMaintenance, 40:00h je Quarter
13:20h per month11:30hApr8:00hMay13:15hJun9:00hJul6:30hAug7:00hSep

Step3

The balance always in view

You can see the current usage per allowance at any time. Once a package is used up its status changes by itself, before unpaid hours build up unnoticed.

React in time instead of being caught out
Tierklinik NordstadtRunning low
0:45h von 30:00h remaining20:45h von 50:00h remaining
EntriesToday, topped up+20:00h01.07., Base amount per quarter+30:00h12.05., Topped up+10:00h01.04., Base amount per quarter+30:00h18.02., Topped up+15:00h01.01., Base amount per quarter+30:00h04.11., Topped up+10:00h01.10., Base amount per quarter+30:00h22.08., Topped up+5:00h

What allowance management can do

Everything you need to manage hour packages, without the frills.

Administration

One-off and recurring packages

Recurring allowances renew themselves, one-off ones you top up by hand

Configurable per client and contract

Tracking

Automatic usage overview

Every time entry updates the allowance balance in real time

Time tracking and allowances are linked directly

Status display

The status updates itself

The allowance status updates by itself, from "active" to "used up"

Allowances that are used up or expired are marked clearly

Top-ups

Document top-ups

Every extension and every top-up is logged properly

A complete history of every change per allowance

Analytics

Usage reports per client

Detailed reports on usage and the remaining budget

Exportable as Excel or CSV for invoicing

Assignment

Keep billable and internal hours apart

Assigned automatically, only billable hours draw on the allowance

A clear separation for clean client invoicing

Scope

One allowance per client and service

Maintenance, consulting and support run on separate packages for the same client

Every service gets its own hour package, visible while the time is being booked

Compliance

Change history on the allowance

Every increase and every change to the allowance is logged

Traceable for invoicing and for internal control

Allowances for your whole team

Whether you run the company, lead a team or work in it, everyone gains from hour packages being out in the open.

Owner or director

Revenue and workload in view

How many hours are still open with which client? Until now only an Excel search could answer that.

Every allowance at a glance, with current usage and status.

Team lead

Knowing how many hours are left

Handing out work without knowing whether the client's hour package still covers it.

A real-time overview per client, so you can plan the work before the budget runs out.

Employee

Book hours, the allowance follows

No idea whether the hours booked still fit into the client's package.

Just book the hours, the allowance updates itself.

Accountant

Clean invoicing per client

Incomplete hour lists and allowance figures worked out by hand at the client.

Finished reports with the usage per allowance, exportable at the push of a button.

Security and data protection

Your allowance and billing data is safe: hosted in Germany, GDPR compliant and encrypted.

  • Encrypted transfer and storage of data
  • Role-based access rights for allowance data
  • GDPR compliant processing of all client data

Trust Center

GDPR compliant

Made in Germany, hosted on German servers
Trust Center

Frequent questions about allowances

Everything you need to know about allowance management in MetronHR.

Recurring allowances renew themselves once the term ends (for example 40 hours a month). One-off allowances have to be topped up by hand once they are used up.

The allowance overview shows the current usage and the remaining budget of every package at any time. Once an allowance is used up, its status switches to "used up" by itself.

Yes, you can create allowances for a whole client or for a single project, depending on how the contract is built.

Every top-up is documented with date, amount and reason. That gives you a complete history for invoicing.

Yes, for every time entry you decide whether it is billable or internal. Only billable hours draw on the allowance.

Yes, and every change is recorded in the change history, for full traceability.

Allowance management is part of the Professional plan. During the trial you can try it out with no obligation.

Question not answered here? Every step is explained in the help centre.

Ready to manage hour packages without Excel?

Try MetronHR free for 14 days. No credit card, no tricks.

Questions? Send us a message