This section is accessed under the 'Time & expenses' heading in the left hand navigation panel:
If you are new to timesheet entry, the form (pictured below) will initially appear empty, ready for you to add your timesheets to. This table will always appear with a summary at the bottom of your daily and weekly totals, which includes weekly hours required, chargeable and non-chargeable weekly hours submitted:
To add time you need to click the 'New' button, which takes you through to select the client / job / phase / stage (if applicable):
The bottom half of the form allows you to choose the correct date and charge code, enter the number of hours required and some narrative to describe the work done.
If you use materials these can also be submitted here. Only one material can be entered per timesheet, if you need to add more just repeat the process but don't enter charge code / hours information
It's important to note that time is entered in decimal format. So quarter of an hour is 0.25, half is 0.5 and three quarters is 0.75 (eg one and a quarter hours would be input as 1.25).
Once you have entered all the details you can 'Add' from the bottom right corner.
As soon as the time is added, it is saved into your daily timesheets view. From here, lines can be submitted individually using the 'Submit' button in the 'Status' column to the right of all the information
The copy button next to Submit can be used prior to submission to duplicate the timesheet to allow you to, for example, change the date / hours.
Alternatively select some / all rows the use the actions menu to submit several timesheets at once.
NOTE:
If you are not using timesheet approval, your system buttons will say 'Post' rather than 'Submit'. Your timesheets will then be posted directly onto the job phase.
If you are using timesheet approval, your timesheets will then go through the approval cycle.
0 Comments