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Accountants Enterprise with Practice Manager only

You can use the Employee Planner as a central point to plan and manage your workload. You can also create a timesheet from the planner so that you can keep track of time spent as you work.

When you complete work, select the assignment you have been processing on the Employee Planner. If the selected assignment has a schedule on it and the assignment has been marked as Task Related, the Schedule drop-down contains a list of Schedules/Stages that have not yet been marked as complete and are available to you.

A stage is available if the following criteria against the budgeted category are met:

  • If the stage has been budgeted against the Unspecified category, the stage will be returned for all employees.

  • If the stage has been left allocated to a particular employee category and this matches their primary stationed record.

Before starting a task, create a timesheet from the planner and use the automatic timer to record the time you spend automatically.

To create a timesheet from the Employee Planner
  1. Click View > Employee Planner on the main menu. The Employee Planner page opens.

  2. Click the task you are working on.

  3. Click Create timesheet entry on the Tasks bar.

    or

    Right-click and select Create Timesheet.

    The Timesheet Time Entry window opens and the automatic timer at the top of the window starts. The title of the window shows whether you are using a daily or calendar timesheet. See Using the automatic timer.

  4. Click timer entry stop button to stop the timer. When you have completed your task maximise the Timesheet Daily Time Entry window to use the Stop button.

  5. Enter information about the task you completed in the Comments field.

  6. Click Apply. The recorded time is added as an entry to your timesheet.

  7. Click OK. The Timesheet Time Entry window closes.