Creating timesheets from the Employee Planner
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.