Adding a Timesheet

All Team members, excluding Assignees, can add their own Timesheets.

🗒️ Note: review the setup in Time Tracking Settings prior to commencing using Timesheets.

Locating this section in app:

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.

Adding a Timesheet via the Timesheet Managers page

To add a Timesheet via the Timesheet Managers page, follow these steps, or take a moment to watch the short video.

Select Productivity > Timesheets > Add timesheet
In the Add timesheet popup choose a Team Member
Enter the Date, Start Time and Finish Time
Optional to add/select an Order # and Line Item worked on
When the details are complete, click Add manual time entry.

To add a Timesheet via the Timesheet Managers page for a specific Team Member, follow these steps, or take a moment to watch the short video.

Productivity > Timesheets > select a Team Member > Add timesheet.
3. Enter the Date, Start Time and Finish Time
4. Optional to add/select an Order # and Line Item worked on
5. When the details are complete, click Add manual time entry.

💡 Tip: include an Order # and Line Item on a Timesheet entry to easily search for entries in the future.

🗒️ Note: if an Order # is selected (point 5 and 4 above) then this time entry will be visible in the selected Order under Tracking.

Adding a Timesheet via a Sales Order

To add a Timesheet via a Sales Order, follow these steps, or take a moment to watch the short video.

Select Sales > Sales Orders > select any Order > Tracking > Add manual time entry
In the Add timesheet popup choose a Team Member
Enter the Date, Start Time and Finish Time
The Order # field will be populated with the Order # chosen. Note: this Order # can be overwritten and another Order # can be added, and the Line Items applicable to the selected Order will appear
When the details are complete, click Add manual time entry
The Hours worked will appear on the Tracking page
Click on Hours worked to view a list of hours worked on the Order. Entries can be edited from here

Adding a Timesheet (video)

Adding a Timesheet via the Timesheet Managers page

Adding a Timesheet via a Sales Order

Approving/Unapproving a Timesheet

🗒️ Notes:

Administrators are the only Team members who can Approve and/or Unapprove a Timesheet entry
By default, the status after adding a Timesheet, is Awaiting Approval.

Approve a Timesheet

The added Timesheets can be approved in several ways:

In Timesheet Managers page
In Timesheet Details page

🗒️ Note: You can approve multiple timesheets by checking the box next to each chosen timesheets

Approve a Timesheet in Timesheet Managers page

Once the Time Worked is validated and no changes are needed, you can approve it via the Timesheet Managers page.

To approve Timesheet in Timesheet Managers page, follow these steps, or take a moment to watch the short video.

Locate the kebab/other options menu beside the name of Team Member Timesheet.
Select Options
Then click Approve to accept all the added Timesheets within the current week.

Approve a Timesheet Details page

Useful if you need to change the Time Worked on certain days and approve Timesheet for specific day.

To approve Timesheet in Timesheet Details page, follow these steps, or take a moment to watch the short video.

Select a Team Member.
Select kebab/other options menu.
Then click Approve to accept the added Timesheet.

Approving Timesheet (video)

Approve a Timesheet in Timesheet Managers page

Approve a Timesheet Details page

Unapprove a Timesheet

The added Timesheets can be unapproved in several ways:

In Timesheet Managers page
In Timesheet Details page

🗒️ Note: You can unapprove multiple timesheets by checking the box next to each chosen timesheets

Unapprove Timesheet in Timesheet Managers page

In case that a Timesheets added by a Team Member are inexact, you are can unapprove it via Timesheet Managers page.

To unapprove Timesheet in Timesheet Managers page, follow these steps, or take a moment to watch the short video.

Tick the checkbox located beside the name of Team Member Timesheet.
Select Options
Then click Unapprove to reject all the added Timesheets within the current week.

Unapprove a Timesheet in Timesheet Details page

Handy if you need to unapprove a Timesheet for specific day.

To unapprove Timesheet in Timesheet Details page, follow these steps, or take a moment to watch the short video.

Select a Team Member.
Select kebab/other options menu.
Then click Unapprove to reject the added Timesheet.

Unapproving Timesheet (video)

Unapprove Timesheet in Timesheet Managers page

Unapprove a Timesheet in Timesheet Details page

Editing Timesheet

Editing Timesheet details submitted can be performed via:

`Sales` > `Sales Order`

To edit Timesheets, follow these steps:

Select an Order > Tracking > Hours worked.
After selecting Hours worked, locate Timesheet needs to be edited.
Select edit.
Change the details accordingly then click Done to save the changes.

🗒️ Note: multiple Timesheets will show up as long Team Members linked the same Order when adding Timesheet.

`Productivity` > `Timesheets`

To edit Timesheets, follow these steps:

Select a Team Member.
Locate the + next to the date, click to expand details.
Select kebab/other options menu.
Edit.
Change the details accordingly then click Edit time tracking entry to save the changes.

Duplicating a Timesheet

All user types excluding Assignee may duplicate their own Timesheets. Administrator has the ability to delete any Team Members Timesheets if necessary.

To delete Timesheets, follow these steps:

Productivity > Timesheets > select a Team Member.
Locate the + next to the date, click to expand details.
Select kebab/other options menu.
Then click Duplicate to remove a Timesheet.
Click Duplicate time entry.

Deleting a Timesheet

All user types excluding Assignee may delete their own Timesheets. Administrator has the ability to delete any Team Members Timesheets if necessary.

To delete Timesheets, follow these steps, or take a moment to watch the short video.

Select a Team Member.
Locate the + next to the date, click to expand details.
Select kebab/other options menu.
Then click Delete to remove a Timesheet.

🗒️ Notes:

You can delete multiple timesheets by checking the box next to each chosen timesheets
Deleting Timesheet option is located in Timesheet Details page.

Add/create, edit, archive Customers

Creating and Editing Sales Orders

Adding and Editing Products in the Product Catalogue

Creating and Editing Purchase Orders

Timesheets