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Staff can enter time spent on clients and non-charge activities within their Timesheets. These can be posted using the Timesheet Grid display, or the timesheet posting display options.
For details of the new features to grid timesheets click here.
To access Grid Timesheets ensure the 'use grid timesheets' option is enabled from within the Time Ledger Options, Time Entry tab.
To post a timesheet:
Enter the Time Ledger.
Click Post WIP.
Click Timesheet.
Type the staff identifier, or select using the magnifying glass from the list of staff.
Click New to create a new timesheet, or reopen to view.
The Timesheet Postings screen displays.
Timesheet postings can be made directly into the timesheet grid. For new starters to Grid Timesheets, it is recommended that the timesheet grid is setup.
To begin posting the timesheet, enter details into the first row of the grid.
For this row the following details must be entered.
Client / Non-charge - type the identifier of the client or non-charge activity, or select using the magnifying glass or press Alt F1 to display the list.
Job - if you elect to use job types, type the identifier of the job or select using the magnifying glass. For example, enter PAY for Payroll.
Work type - if you elect to use work types, type the identifier of the work type or select using the magnifying glass or Alt F1. For example, enter bk for book keeping.
Dates - the display of dates on the timesheet grid is dependant upon the timesheet entry option set in the Time Ledger options.
For practices that enter timesheet postings on a daily basis, a column is displayed for each day. For example, Mon 1st. Under this column staff can enter the time spent on a client.
For practices that post totals for a week, a date worked column is displayed. Staff can enter the date of the posting, and the time worked for the week is entered in the following time column.
Time - if you elect to enter timesheets by weekly totals, or by timesheet totals, as set in the timesheet entry option at time column is displayed. Staff can post using hrs & mins or units depending on the how they are set up in the options.
Click Post to post the timesheet entry. This should create a new row ready for the next posting.
New Entry - click to make a new timesheet posting without using the timesheet grid. Click here for the topic. This may be a predefined method of entering data.
Delete Row - to delete an unwanted row click Delete Row.
Post - to post a row within the grid click Post.
Delete timesheet - to delete a timesheet click Delete timesheet. This will delete the timesheet if:
Expenses - to post an expense category within a timesheet click Expenses. For example, to post mileage, or photocopying.
Charge Rate - to change the staff members charge rate for a specific posting click Charge Rate.
Total - click to view the totals for the timesheet. This includes totals for chargeable value of WIP, non chargeable and expenses showing a total value of WIP.
The total, expected and remaining time for a timesheet, with the opportunity to alter the expected time for the timesheet. Click here for further details.
Print - to produce a copy of the timesheet posting click Print. The timesheet can be printed, displayed on screen, and saved as an electronic document.
Help - click to display Time & Fees help topics
Close - click to exit.
Timesheet Grid - reference