Project Overview

Our client required a custom WordPress plugin to streamline the workflow of freelancers submitting their monthly timesheets.
The system needed to handle everything from freelancers logging their hours with proof attachments, to clients approving them, and finally
to generating invoices in Xero that get automatically sent to clients. The solution also had to integrate with existing
WordPress tools such as Gravity Forms for form handling and the Newsletter plugin for communication.

Key Requirements

• Monthly reminders sent to freelancers to submit work hours and attachments.
• Automatic email sent to clients to review and approve submitted hours.
• Client approval via one-click button, leading to a form where optional feedback/rating (1–5) could be provided.
• Invoice generation in Xero once hours are approved, including freelancer and client details.
• Support for multiple email addresses (To and CC) for both freelancers and clients, with the company admin always CC’d.
• Custom database tables for freelancers, clients, hourly rates, and logged hours with evidence.
• Freelancer dashboard to view past hours submitted to clients.
• Admin panel to manage clients, freelancers, rates, and submit forms on behalf of freelancers.
• Plugin deployment on the client’s existing WordPress site after sandbox testing.

Our Solution

CnEL India’s development team created a robust and scalable WordPress plugin tailored specifically to the client’s needs.
We ensured smooth integration with Gravity Forms for input handling, and leveraged the Newsletter plugin for automated
and personalized email communication. Our solution incorporated:

• Automated Workflows: Monthly reminders triggered for freelancers, followed by automated client approval emails.
• Seamless Approval Process: Clients could approve hours via a single click and provide optional ratings.
• Xero Integration: Approved hours were automatically converted into invoices with all required details, ready for payment.
• Comprehensive Dashboards: Freelancers gained visibility into their submitted hours history; admins had complete control over data and submissions.
• Data Security & Reliability: Secure handling of freelancer evidence files and accurate logging of all transactions.

Why CnEL India Was the Perfect Fit

• Expertise in Custom Plugin Development: Our proven track record in creating tailored WordPress solutions ensured a quick and effective build.
• Integration Mastery: With prior experience in connecting third-party systems like Xero, we built a seamless bridge between timesheets and invoicing.
• Attention to Workflow Details: We implemented automated reminders, CC protocols, and multi-email support exactly as specified.
• Client-Centric Development: Weekly updates and sandbox demonstrations ensured transparency and alignment at every step.

Client Testimonial

“Working with CnEL India has been an outstanding experience. They quickly understood our unique workflow and built a plugin
that not only meets but exceeds our expectations. The integration with Xero is flawless, and the freelancer dashboard has
made tracking submissions incredibly easy. Their professionalism, clear communication, and technical expertise truly
set them apart. We’re confident in continuing to rely on CnEL India for future development needs.”

Conclusion

Through careful planning, technical expertise, and a strong focus on client requirements,
CnEL India delivered a custom WordPress plugin that transformed timesheet management for freelancers and
streamlined invoicing for clients. This project stands as a clear demonstration of our ability to design and implement
complex, business-critical systems with reliability and efficiency.