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CCH Software User Documentation

Creating a Timesheet - TO BE DELETED

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You create a Timesheet to record time spent on client assignments and tasks. When you create a Timesheet, the system automatically generates a sheet that agrees with the time processing category assigned to you by the system administrator. The category translates to a time period shown in the Create New Sheet window when you create a Timesheet. You can choose to display the Timesheet in a Periodic, Daily or Calendar entry view and record time in that view. You can create a Timesheet for yourself or, if you have the authority, a Timesheet for another employee. You create a Timesheet from your Home or Employee Details page or alternatively, you can save time by creating your Timesheet while you are working in the Employee Planner. Note If you want to create an Expense Sheet to record expenses, see Creating an Expense Sheet.

Create a Timesheet from your Home page

If you are in the Home Page, you can only create a Timesheet for yourself.

  1. Click Create Timesheet on the Task Bar.
    The Create New Sheet window appears.

    This is an example of a Create New Sheet window showing the Time Processing Category set to weekly intervals.

    Create New Sheet window

  2. Select the Time Period you want from the list displayed, then click OK.
    Your Timesheet appears in the default view (Periodic view) or the view you chose for your Timesheet

Note

If you want to change the view of your Timesheet, change the view in the Timesheet User Settings window accessed from System settings in the Task Bar.

Create a Timesheet from the Employee window

If you are in the Employees detail page, your can create a Timesheet for yourself and if you have the authority, a Timesheet for another employee.

  1. Type your name in the Search for field. If you are creating a Timesheet for another employee, type their name.

  2. Click Search.
    The Employees Details page opens.

  3. Click Create Timesheet on the Task Bar.
    The Create New Sheet window appears.

  4. Select the Time Period you want from the list displayed, then click OK.

  5. The Timesheet appears in the view you chose for your Timesheet.

Note

If you want to change the view of your Timesheet, change the view in the Timesheet User Settings window accessed from System settings in the Task Bar.

Create a Timesheet from the Employee Planner

A link in the Employee Planner allows you to create a Timesheet so that you can keep track of the time spent as you work. Refer Creating a Timesheet from the Employee Planner

 

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  1. Article type
    How-to
    Product
    CCH Practice Management
  2. Tags
    1. create timesheet