Timesheets

☰ → Personal → Timesheets
☰ → Operations management → Timesheets

Time spent on activities, contracts, tasks, events, etc. is recorded with timesheets.

Enter a timesheet

There are two ways to enter a timesheet:

From the main menu → Timesheets:

From a task – to record time directly against the task, open it and click New timesheet:

Enter the time in one of two ways:

• From–To – the system calculates the duration;
• Duration – without specifying exactly when the work was done.

The recorded duration is transferred automatically as billable time and used by the invoicing module. If the billable time should be more or less than the time spent, correct it manually.

In addition:

• a timesheet can be visible or invisible to the client employee;
• each timesheet can have a note with details about the work done;
• timesheets can be used to prepare reports of completed work to send to clients.

The activities against which time is recorded are set up in Activities.

Timesheet list

On the left of each row there are buttons:

• – timesheet details, where you can make corrections;
• – edit;
• – copy.

You can export timesheets to a file – all of them, those on the screen or only the selected ones.

Personal timesheets and all timesheets

• Personal → Timesheets shows the user's own timesheets.
• Operations management → Timesheets shows all timesheets in the system – only if the user has permission to see them.

You can enter personal timesheets from both places.