Page tree

 

 


 

 

Accountants Office with Practice Manager only

You can create your own timesheet and one for another employee if you have the permission.

Press [Tab] or [Enter] to move to the next timesheet entry field.

To create your timesheet
  1. Configure your timesheet settings. See Timesheet User Settings/System Settings.

  2. Click Timesheet on the toolbar. By default, the Timesheet Entry page opens with today’s date. The Employee  field automatically displays the name of the logged in employee who is creating the timesheet.

  3. Select your timesheet mode from the Tasks bar. The default mode is Background Mode. Click Normal Mode on the Tasks bar to toggle to Background Mode.

  4. The Time Period displays today’s date. You can change the date of the timesheet using the up-down arrows to navigate by one day at a time. Alternatively, click the Calendar button to select a date.

  5. Select the TimeUnit applicable for your timesheet entries. The TimeUnit field displays a drop-down list of base time units or intervals for you to record the amount of time worked. Use the TimeUnit (intervals) when you enter a number or value in the Units columns. For example, if you choose a TimeUnit of 6 minutes from the drop-down and you have worked 1 hour, then in the Unit column you would enter 10 to equal the time value for that hour.

  6. Enter the Start Time of the task in 24-hour clock format. This column is only available when in Background mode.

  7. Enter the End Time of the task in 24-hour clock format. This column is only available when in Background mode.

  8. Select the Client/Job from the drop-down in the first blank row at the top of the table. Or search for the Client/Job. When the Select any part of name/code checkbox is selected, the search results contain any part of the search criteria within their name. For example: mit in Smith. When the Select any part of name/code checkbox is deselected, the search results show only those names with the search criteria at the beginning of their names. For example: mit at the beginning of Mitchell.

    Clients display as either a client/job, e.g.,BLA100/Audit, or as a client without a job, e.g., BLA100.
    Time spent on non-chargeable work (e.g., annual leave, sick leave, training) is recorded against the non-chargeable client (client code: NONCHG).

  9. Select a Job Year (job description), if required.

    The Year automatically fills if there is only one job for the client, otherwise select the relevant job from the drop-down list.

  10. Select the Task from the drop-down.

  11. Select the charge rate for the type of work performed from the C/R drop-down. By default, your standard charge rate will be displayed.

  12. Enter a value for the number of time Units taken to complete the task. This is based on the selected TimeUnit. The Total column is automatically calculated based on the Units value and the selected charge rates (C/R).

  13. Enter supporting information about the task in the Comments column.

  14. Press [Enter] until the cursor is in a blank line immediately below the table headings. This adds the entry to the table and creates a new line for more entries.

  15. Repeat from step 8 to 14 to continue adding more items to your timesheet. When you start to create a new entry on your timesheet you will notice that the row is automatically filled with the previous entry. If you are entering multiple time against the same Client/Job this is a time saving feature. If not, select the appropriate information for each field.

  16. Review your timesheet.

  17. Make any corrections if necessary.

  18. Click Save on the Tasks bar.

    or

  19. Close the timesheet.

    A Timesheet message is displayed requesting you to save the changes.

  20. Click Yes. The timesheet is saved and posted.

  21. Close the timesheet.

To create a timesheet for another employee
  1. Select ContactsOpen > Employees from the toolbar. The Find Employees page opens.

  2. Find and select the employee. The Employee page opens.

  3. Click Open timesheet on the Tasks bar. The Timesheet Entry page opens for the employee with today’s date.

  4. Complete the timesheet for another employee as you would your own.