Creating new Time Sheets

View - Time Sheet Input - Time Sheet Input

All time sheets are created and saved in the time sheet input module. Some wish to create a time sheet per day per employee, some a time sheet per week per employee, while others create time sheets for all employees paid by the hour.

This is a very flexible module that can be adapted for users who have advanced and/or simpler needs for time sheet input.

Creating new time sheets:

Select View - Time Sheet Input - Time Sheet Input.
Click New.
Enter a Description into the respective field. E.g. 'Anne - week 17'.
Fill out the Note field if you have any notes.
Click New (+) to add a time sheet line.
Register the amount of hours spent on the time line, and enter new time lines for each date. Read more in Shortcut for Today's Date. You also have to include new lines for hours on the same date with a different price, project, department etc. Hours on different time lines can be incorporated in the same estimate basis for Order/project.
Fill out the relevant information in the columns. You can move between the columns by using the Tab button on the keyboard.
Choose whether each line will be transferred to Order/Project in the Transferable column.
Register all time sheet lines for the time sheet.
Select Save from the top toolbar.

The time sheets have now been registered.

Tip! You can also create time sheet lines for a time sheet directly from the Time Sheet Input information box on the desktop. Find out more about this in Registering Hours from the Desktop.

If it has been marked in the check box (under company settings) that the company will use the statuses Process completeand Ready for transfer you will be able to click Complete time sheetand the time sheet will change status from Unprocessed toProcess complete.

Approved time sheets can be transferred to Order/Project depending on which company settings you applied and which type of transfer you selected in the Transferable column in the time sheet line. Read more in Transferring Time Sheets to Sales Orders or Projects

By clicking the Print button on the top toolbar you can print out time sheet reports. If you click on the Report module you will have access to a variety of reports that can give you detailed information on registered hours.

At the bottom of the screen the Time codes total are summarised. Click on this button to see details about the time codes. The window that opens shows the number of hours for the current time code, the total number of hours out of those placed against order, project (excl. VAT) and payroll.