Page tree

 

 


 

 

Accountants Enterprise with Practice Manager only

You can create a timesheet from the toolbar or from the Employee page. If you have the authority, you can also create a timesheet on behalf of another employee by opening their Employee page.

Enter the amount of time spent daily as you complete each task. You can also choose to display a timesheet in a Periodic or Calendar entry view so that you can record your time in that view. See Changing timesheet data entry modes.

If there is no more time to record, advance the timesheet in the process using the Post Now button so that the time is reviewed and subsequently authorised.

See Daily timesheet fields for more information when using Daily Entry timesheets.

You can edit and delete entries in the timesheet if:

  • it has not been posted.

  • the time processing period has not closed (or expired).

  • you have access permissions to do so.

Click this link to launch a self-paced online learning Show Me demonstration. (Adobe Flash player required.)

To record daily time
  1. Select Daily Entry mode in the Timesheet User Settings window. See Changing timesheet data entry modes  and Timesheet User Settings.

  2. Create a timesheet. See Creating new timesheets  or Opening existing timesheets, as appropriate.

  3. Click Add. The Timesheet Daily Time Entry window opens.

  4. Select the Client from the drop-down. If the client is not available from the drop-down, enter the first three letters of the client’s name and press [Enter]. The client is then available from the drop-down for selection.

  5. Select the Assignment from the drop-down. The Assignment field is automatically filled with details once the client is selected. A different assignment can be selected from the drop-down, if necessary.

  6. If appropriate, select a Job/Schedule from the drop-down.

    If a selected assignment has a schedule/stage of tasks attached, you are able to select one from a drop-down.
    If the selected assignment does not have an attached schedule/stage of tasks, then this field is greyed out and not available.

  7. Select the Task from the drop-down. The Task field is automatically filled with details once the client is selected. A different task can be selected from the drop-down, if necessary.

  8. Type the amount of time spent on the task in the Units field or click the automatic timer to insert the time (in hrs). See Using the automatic timer.

  9. Enter the Start Time using 24-hour clock format.

  10. Enter the End Time using 24-hour clock format.

  11. Select the Charge Rate from the drop-down.

  12. Enter supporting information about the task you completed in the Comments area.

  13. Click Apply. The information for this timesheet is saved.

  14. Return to step 4 if there are more timesheet entries to record.

  15. Click Apply.

  16. Click OK. You are returned to the Timesheet page.
  17. Click Post Now. This is located in the Posting section.

    If you have enforced minimum hours, then the system will not allow you to post until the minimum hours are completed.

  18. Close the timesheet.

To edit daily time entries
  1. While in the daily entry timesheet. select an entry in the timesheet.
  2. Click Edit. The Timesheet Daily Time Entry window opens.
  3. Make corrections and adjustments as required.

  4. Click Apply. The corrections to the timesheet are saved.

  5. Click OK. The timesheet entry is updated.

To delete daily time entries
  1. While in the daily entry timesheet, select an entry in the timesheet.
  2. Click Delete. A Delete Line message is displayed requesting confirmation to delete the timesheet entry.
  3. Click Yes. The selected timesheet entry is deleted.