>

Material entry

Jo Grant -

Entering materials can be done via the daily, not weekly, view of timesheet entry:

Time entry is not required at the same time, but the job phase is selected in the same way.
Click the 'New' button, which takes you through to select the job / phase / stage (if applicable):

Once these have been selected the form expands for you to enter the remaining required information for materials - to the right of the time entry section:

As mentioned you do not need to add time, but you can add simultaneously if required.

Once you have entered all the details you can 'add' from the bottom.

As soon as this added it is saved into your daily timesheets view. From here lines can be submitted individually or together using the 'submit all' button:

Before it is posted, the entry can be copied, or deleted:

NOTE:
If you are not using timesheet approval you system buttons will say 'post' rather than 'submit'. Your materials will then be posted directly onto the job phase.

If you are using timesheet approval, your materials will then go through the approval cycle the same as your regular timesheets.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk