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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
Note: 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 on Post WIP
Click on Timesheet
Type the staff identifier, or select using the button from the list of staff.
Click on the new button to create a new timesheet, or reopen to view.
The Timesheet Postings screen will be displayed.
Timesheet Grid
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 button, 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 button. 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 button 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 on the post button to post the timesheet entry. This should create a new row ready for the next posting.
New Entry
Click on the New Entry button to make a new timesheet posting without using the timesheet grid. Click here for the help topic. This may be a predefined method of entering data.
Delete Row
To delete an unwanted row click on the Delete Row button.
Post
To post a row within the grid click on the Post Button.
Delete timesheet
To delete a timesheet click on the delete timesheet button. Selecting this button will delete the timesheet if:
It is the current timesheet for the selected staff member.
No entries on the timesheet have been previously updated to the ledger (a partial update of the time ledger).
Expenses
To post an expense category within a timesheet click on the exenses button. For example, to post mileage, or photocopying.
Charge Rate
To change the staff members charge rate for a specific posting click on the charge rate button.
Total
Click on the totals button 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.
To produce a copy of the timesheet posting click on the print button. The timesheet can be printed, displayed on screen, and saved as an electronic document.
Help
Click on the help button to display Time & Fees help topics
Close
Click on the close button to exit.
See Also
Timesheet Grid - reference