Overview
Making time entries using List View is very easy and intuitive. The main advantage of adding time in List View mode is that individual days are divided into individual tabs.
Completing basic time entry
Make sure to fill in all required fields marked with a red asterisk *
- On the left menu bar, choose: Time & Allowance → Time & Allowance Entry
- Switch to the List View mode
- Choose a working week
- Choose a date and fill duration
- Fill in the rest of the fields based on your organisation's Time Configuration
- Click the Save button
Once the time entry has been saved, it will appear under the tab of the corresponding day.
Start/End on period entry feature
If there is enabled the Start/End on period entry feature in your organisation's Time Configuration, a pop-up box will appear when you click the field.
- Enter the Start, End and Break times
- The system will populate the duration field automatically
When confirming a value use either 'Ok' button or Enter key
Other fields
If there are enabled other specific fields in your organisation's Time Configuration you may also need to fill them in correctly.
- Memo (description) - this field is used for entering a description for the time entered
- Pay Item
- Tags - these are account specific and customisable
- Customer/Project/Task/Case
- Service Item
- Is Billable - This checkbox determines whether the the time entered can be billed. For using it Service Item & Customer/Project/Task/Case fields must be populated.
Adding Allowance
- Use the box at the end of the line to Add Allowance lines
- To enter another row of time just click in the blank row below
- Remember, any details you entered will be auto-saved
Customer/Project/Task filtering options
There are following options how to search/filter within the Customer / Project / Task / Case Field:
- type prefix cus: , pro: , task: , case: to filter only records related to specific customers, projects, tasks or cases
- insert double quotes around a phrase or keyword to get the exact match
- combine both above
example:
pro: "project xy" task:"my task"
Delete or Modify Timesheets
Prior to Submit for approval, use the 'X' on the right-hand side of the timesheet line to delete any time entered.
If the fields are greyed out, check the 'See Award Time' and adjust time accordingly.
Time Summary
From the Home Dashboard, users can view their Time Summary.
Open Time - Time that has been entered but not Submitted for approval
Pending Time - Time submitted for approval, but not yet approved.
From this portlet, you can click on the list icon and you will be directed to the Time Entry screen where you can either complete your entry and Submit for approval, or view the time entries pending approval.
