Recording calendar time

Options

With a calendar entry timesheet you can select to display your Timesheet so that you:

• see the days of the calendar month you have chosen.
• can view the calendar month as a:
• Daily Timesheet
• Weekly Timesheet
• Monthly Timesheet.
• can change the start and end date of the view you choose.
• can break down the view you choose into different time intervals or scales:
• 5 minutes
• 6 minutes
• 10 minutes
• 15 minutes
• 30 minutes
• 60 minutes.

You can enter your time against these intervals or choose to use the automatic timer.

Enter time

1. Create or  Opening a Timesheet  from the Employees page

2. Select Calendar Entry mode in the Timesheet User Settings window.

3. If you have chosen a Daily or Work week view, choose a Timescale if required.

   You have a choice of different views and time scales to record time.

   Choose any combination from the& Task Bar.

   

   Select the Time scale from the Task Bar at the left of the Timesheet.

4. Right-click and choose Create Timesheet Entry from the pop-up menu.
   

The Timesheet Calendar Time Entry window opens.

5. Enter information into the following fields:

   • Client - Select the client from the drop down list.

   • Assignment - Select the assignment from the drop down list.

   • Schedule - If a selected assignment has a schedule/stage of tasks attached, it will allow you to select one from a drop down list. It does not apply if the field is greyed out.

   • Task - Select the task from the drop down list.

   • Units (hrs) or use the Automatic Timer to record the time - Type the amount of time spent on the task or click the automatic timer to insert the time.

   • End Time - Select the charge rate from the drop down list

   • Charge Rate  - You may see this field and others depending upon the needs of your practice. Select the charge rate from the drop down list.

   • Comment  (Type supporting information that might be needed about the task you completed into the Comment column). If necessary, you can type additional information about the task in this panel.

6. Click Apply and return to Step 4. Otherwise, click Apply and OK.

7. If there are:

• more entries to add later, click the Draft   button.

  The Entry Status window does not change (from Draft)

• no more entries to add, click the Submit  button.

  The Entry Status window will change to show Submitted.

8. Close the Timesheet.