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The Grid timesheets provides a method of entering timesheet postings within a grid format
Set the practice to use grid timesheet
A practice can select to use grid timesheet display for all their staff members to post timesheets:
Enter the Time Ledger (as Master).
Select Options
Select Time Ledger Options
Click on the Timesheet Entry Tab
Place a tick beside the 'use grid timesheet screens' option.
Click here for the help topic for setting options within the Time Ledger Options, Time Entry tab.
Set staff access to grid timesheets
Staff can select which style of timesheet to post into within the staff maintainance screen. Click here for further details.
Access grid timesheets
Once the option to use grid timesheets has been set, it is possible to post timesheets using the grid timesheets. To post a timesheet:
Enter the Time Ledger
Click on Post WIP
Click on Timesheets
Type in the staff identifier, or select using the button
Click on New to create a new timesheet, or click on reopen to access an existing timesheet
Click here for the help topic for posting a grid timesheet.
Timesheet Grid
The timesheet grid is split into rows and columns. The columns go across the top of the grid displaying the details of postings entered into the timesheet, such as the client identifier, job type, work type, date, posting time and narrative. The Grid within the Grid timesheet can be customised to display a variety of columns. To select the columns to be displayed:
Right click on the client ID column
Select Configure
Select either show columns or hide columns
Click on the columns to be displayed.
The following columns are optional:
Charge Premium
Displays a chargeable premium set on a client
Charge Rate
Displays the staff member charge rate used for the posting
Narrative
Provides the option to enter free form text
Expense Total
Displays the total of expenses posted into a row
NC Total
Displays the total of Non-charge Postings made into a row
Chargeable Total
Displays the total chargeable value of WIP postings made into a row
Total Time
Displayed is the total Time total per row.
Work Type Description
Displays the work type description adjacent to the work type identifier.
Job Type Description
Displays the Job type description adjacent to the job type
Client Name
Displays a description of the client identifier.
Note: Columns set on the Grid Timesheet screen are saved to the registry on the machine being used. This means that timesheets columns can be saved on a computer by computer basis.
The following columns are mandatory:
Client Id
To make a timesheet posting the identifier of the client must be entered.
Job
If you elect to use job types, the job type identifier must be entered when making a timesheet posting.
Work Type
If you elect to use work types, entering a work type is an optional field.
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 enter the amount of time spent on a client within this field.
The grid rows list the postings made within the timesheet. For example, a timesheet with ten rows can have ten entries made within it. Alternatively, multiple entries can be made within a row. For example, a practice that has weekly timesheets and enters time on a daily basis will have the columns Monday, Tuesday, Wednesday, Thursday, Friday, Saturday and Sunday. Staff within the practice can enter Client A001 within a row and enter the time worked on each on these day within the same row. For example
Client Id
Job
Mon 14
Tue 15
Wed 16
Thu 17
Fri 18
A001
TAX
2:00
2:00
B002
ACC
3:00
3:00
3:00
3:00
3:00
Total
5:00
3:00
3:00
3:00
5:00
To order the rows by client click on the column heading.
The bottom row of the grid display totals for each of the selected columns. For example, to show totals of time posted for Monday.
For the help topic for posting a grid timesheet click here.