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Adding Manual Time Entries and Deleting Timesheets

Add new time entries or remove existing ones to keep Timesheets accurate.

Overview

Manual time entries can be added from several places in Factory, and existing entries can be deleted individually or in bulk. All Standard Users can add Timesheets unless restricted by Time Tracking settings.

๐Ÿ‘ฅ Access permissions

  • Please review user roles before managing Timesheets.

๐Ÿ“ Location in the app

A time entry can be added from any of these places:

  • Active Tracking (Clock icon next to the Notifications icon) > Add manual time entry

  • Productivity > Timesheets > Add timesheet

  • Productivity > Timesheets > select a team member > Add timesheet

  • Sales > Sales Orders > select an order > Tracking tab > Add manual time entry

๐Ÿ’ก Tip

  • Review Time Tracking settings before adding manual entries. Correct configuration prevents downstream issues with how time data syncs to payroll.


Time entry fields (MYOB)

  • Time entry type: Select whether the entry is Work (project or job-related) or Attendance (meetings or non-project-related time)

  • Team member: Choose the Team Member the time entry is for

  • Date: Select the date the time entry applies to

  • Start time: Enter the time work began

  • Finish time: Enter the time work ended

  • Hours worked: Automatically calculated based on Start and Finish time

  • Add breaks (Optional): Specify any Break duration

  • Pay rate (Optional): Select a pay rate - configured in accounting package

  • Activity (Optional): Choose the relevant activity - configured in accounting package

  • Job (Optional): Link to a job - configured in MYOB

  • Customer: Select the Customer associated with the time entry

  • Order #: Link the time entry to a specific Sales Order

  • Product worked on (Optional): Select the Product or Line Item associated with the selected Sales Order

  • Notes: Add any relevant context or description related to the time entry.

๐Ÿ“Note: if Attendance is selected as the Time Entry Type, the Order # and Product worked on fields will be disabled. These fields are only applicable to Work entries.


Time entry fields (QBO)

  • Time entry type: Select whether the entry is Work (project or job-related) or Attendance (meetings or non-project-related time)

  • Team member: Choose the Team Member the time entry is for

  • Date: Select the date the time entry applies to

  • Start time: Enter the time work began

  • Finish time: Enter the time work ended

  • Hours worked: Automatically calculated based on Start and Finish time

  • Add breaks (Optional): Specify any Break duration

  • Order #: Link the time entry to a specific Sales Order

  • Notes: Add any relevant context or description related to the time entry

  • Product worked on (Optional): Select the Product or Line Item associated with the selected Sales Order.

๐Ÿ“Note: if Attendance is selected as the Time Entry Type, the Order # and Product worked on fields will be disabled. These fields are only applicable to Work entries.


Time entry fields (Xero)

  • Time entry type: Select whether the entry is Work (project or job-related) or Attendance (meetings or non-project-related time)

  • Team member: Choose the Team Member the time entry is for

  • Date: Select the date the time entry applies to

  • Start time: Enter the time work began

  • Finish time: Enter the time work ended

  • Hours worked: Automatically calculated based on Start and Finish time

  • Add breaks (Optional): Specify any Break duration

  • Pay rate (Optional): Choose the relevant pay rate - configured in accounting package

  • Tracking Category (Optional): Choose the relevant Tracking Category - configured in accounting package

  • Order #: Link the time entry to a specific Sales Order

  • Notes: Add any relevant context or description related to the time entry

  • Product worked on (Optional): Select the Product or Line Item associated with the selected Sales Order.

๐Ÿ“Note: if Attendance is selected as the Time Entry Type, the Order # and Product worked on fields will be disabled. These fields are only applicable to Work entries.


Add a manual time entry

A manual time entry can be added from three places:


Via Active Tracking

  1. Click the Active Tracking icon (clock icon near the Notifications icon).

  2. Click Add manual time entry.

  3. Complete the time entry fields.

  4. Click Add manual time entry to save.


Via the Timesheet Manager page

  1. Go to Productivity > Timesheets.

  2. Click Add timesheet.

  3. Complete the time entry fields.

  4. Click Add manual time entry to save.

๐Ÿ“ Note

  • If a team member is already selected on the Timesheet Manager page, the Team member field is pre-filled and locked to that selection.


Via the Tracking tab of a sales order

  1. Open the sales order.

  2. Select the Tracking tab.

  3. Click Add manual time entry.

  4. Complete the time entry fields.

  5. Click Add manual time entry to save.


Delete a Timesheet

All user types except Assignee can delete their own Timesheets.

  1. Go to Productivity > Timesheets.

  2. Select a team member.

  3. Click the + next to the relevant time entry date to expand it.

  4. Click the โ‹ฎ (more options) menu on the entry.

  5. Select Delete.

  6. Confirm the deletion in the pop-up.

  7. A brief notification confirms successful deletion.

๐Ÿ“ Note

  • To delete multiple time entries at once, tick the checkboxes next to each entry, then select Options > Delete.

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