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Timesheets: Adding Manual Time Entry & Deleting Timesheets

Maintain accurate time records through simple Timesheets additions and deletions

Updated yesterday

Overview

All Standard users can add Timesheets within Factory, unless restricted by Time Tracking settings (Settings > Time Tracking).

๐Ÿ‘ฅ Access Permissions: Some features may only be visible or accessible to Administrators and Power Users. Review user roles before managing Timesheets.

๐Ÿ“Where to find it in the app:

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

  • Productivity > Timesheets > Add timesheet or

  • Productivity > Timesheets > select a Team Member > Add timesheet or

  • Sales > Sales Order > select an Order > Tracking > Add manual time entry.

๐Ÿ’กTip: review Time Tracking Settings under Account Settings prior to starting. This ensures accurate time management and avoids configuration issues.


Time entry fields (MYOB)

  • Time entry type: Select weather 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 weather 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 weather 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.


Adding a Manual Time Entry


via Active Tracking

  1. Select Active Tracking (Clock icon)

  2. Click Add manual time entry

  3. Complete the Time Entry fields

  4. Click Add manual time entry to save.


via 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 selected via the Timesheet Manager page, the Team Member field will be locked to reflect that selection.


via Tracking tab of a Sales Order

  1. Select a Sales Order

  2. Click on Tracking tab

  3. Click Add manual time entry

  4. Complete the Time Entry fields

  5. Click Add manual time entry to save.


Deleting Timesheets

All user types excluding Assignee may delete their own Timesheets.

To delete Timesheets, follow these steps:

  1. Go to Productivity > Timesheets

  2. Select a Team Member

  3. Locate the + next to the relevant time entry date and click to expand

  4. Select the kebab menu (three vertical dots โ‹ฎ) on the entry

  5. Click Delete

  6. A confirmation popup will appear - confirm to proceed

  7. A brief notification will confirm successful deletion.

๐Ÿ“Notes: to delete multiple timesheet entries at once:

  • Tick the checkboxes next to each entry

  • Click Options > Delete to remove them in bulk.

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