Overview
All Standard users can add Timesheets within Factory, unless restricted by Time Tracking settings (Settings > Time Tracking).
๐ฅ Access Permissions: Some features may only be visible or accessible to Administrators and Power Users. Review user roles before managing Timesheets.
๐Where to find it in the app:
Active Tracking (Clock icon next to Notifications icon) >
Add manual time entry
Productivity
>Timesheets
>Add timesheet
orProductivity
>Timesheets
> select a Team Member >Add timesheet
orSales
>Sales Order
> select an Order >Tracking
>Add manual time entry
.
๐กTip: 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.
๐Note: 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.
๐Note: 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.
๐Note: 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
Select Active Tracking (Clock icon)
Click
Add manual time entry
Complete the Time Entry fields
Click
Add manual time entry
to save.
via Timesheet Manager Page
Go to
Productivity
>Timesheets
Click
Add timesheet
Complete the Time Entry fields
Click
Add manual time entry
to save.
๐Note: 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
Select a Sales Order
Click on
Tracking
tabClick
Add manual time entry
Complete the Time Entry fields
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:
Go to
Productivity
>Timesheets
Select a Team Member
Locate the
+
next to the relevant time entry date and click to expandSelect the kebab menu (three vertical dots
โฎ
) on the entryClick
Delete
A confirmation popup will appear - confirm to proceed
A brief notification will confirm successful deletion.