The time entry screen displays time lines grouped by author and date. This gives a view of an author’s time for an individual day (a timesheet). The screen display is split into a header section (displaying summary information for the selected day’s timesheet) and either a detailed grid display showing the individual time lines included on the timesheet, or a visual representation of the timelines entered in a calendar-like format.
By default, the time entry screen will open at the oldest date for which an un-updated time line exists. If there are no un-updated time lines, the current day’s timesheet will be displayed.
Timesheet Header
A summary analysis of chargeable and non-chargeable time recorded for the timesheet is displayed in both time and value.
If you use time budgets, graphs will display comparing budgets against actual values recorded for the day, month and year.
Things you can do on the timesheet header:
- change the author displayed by double clicking on the author field and selecting another author code from the drop down list;
- change the timesheet date by clicking the drop down menu next to the date displayed and selecting the date you wish to view;
- print a timesheet report for the timesheet displayed by right clicking on the header title bar and selecting the timesheet print button.
Timesheet Detail Grid
The timesheet detail grid displays information about the timelines that have been entered. Using the right click menu you can:
- Add a new timeline;
- Edit a timeline;
- Delete a timeline;
- Update a timeline;
- Update all of today’s timelines;
- Create a reversal timeline;
- Duplicate a timeline;
- Un-Update a timeline.
The following Information can displayed on the timesheet detail grid:
Column Header | Description |
UPD |
|
INV | Indicates the time line is invalid |
MatterRef | The matter reference/project number the time line has been recorded against |
Mins | The number of minutes recorded for the time line |
Units | The number of units recorded for the time line |
RC | Displays which rate code (Charge rate) has been used |
Rate | The hourly rate used to calculate the time line value |
Exempt | Ticked indicates the time line is GST exempt |
ACT | The activity code used on the time line |
Task | The task code if applicable |
Billed | Indicates whether or not the time line has been billed |
Narrative | The time line description |
File Note | Any file note recorded |
Start Time | The time at which the time line was entered |
Acting | Matter acting author initials |
Author | Timesheet author initials |
Branch | Timesheet author branch |
Department | Timesheet author department |
Chargeable | Chargeable or non-chargeable indicator for the selected timeline |
Client Name | The client name |
Client Number | The client number |
Time ID | Unique ID for the selected timeline |
Find out how to add a manual time line by clicking here
Find out how to add a time line using the clock timer by clicking here
Find out how to maintain time that has been entered by clicking here