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Time sheets allow users to keep a record of the work they've done, both internal work and work for customers.

Time sheets are found in the Planner section and shows a history of all your time sheet work. You can add new time sheet entries here also. Time sheets can either be linked to internal activities or to a job. If they're linked to a job, they will be listed in the job's costing section so a sales rep can keep track of the hours spent on a job. Whilst this work can be easily copied to the job for billing the customer, it won't show up on the customer's invoice otherwise.

Time Sheet Entry
  • Employee - the person who did the work.
  • Date - the date the work was done.
  • Time - the start and finish time for the work.
  • Job - a job or activity type the work relates to. The options are:
    • job - you can select a currently open job from the drop-down list or a closed job by clicking on the button on the right of the drop-down to show a pop-up with a list of all jobs.
    • activity type - if any activity types have been set as 'Timesheet Activity' in the Activity Types section, they will be available in the drop-down list above the jobs.
  • Activity - a description of the activity. Select a product from the list displayed by clicking on drop-down list. Activities are actually products, and those available in this drop-down list are products which have been set as 'Used in Timesheets' in the Products section.
  • Notes - a more detailed description of the work.
Last modified: 27/04/2011

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