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Timesheets - Calendar entry

To enter timecards, open the Timesheet menu at the top of the screen and select Time and Expenses from the drop-down list.

Alternatively select ‘Timesheets from the Modules area

The Timesheets and Disbursements screen will appear.

About this screen

  • Filters at the top all you to view timesheets by Status. The page defaults to Open timesheets (batches that have been opened but not yet submitted).

  • Under Type , you’ll see T (Time) or D (Disbursement). Time and disbursements post as separate batches.

  • You can also see a summary of hours and the value of any disbursements.

  • If you have permission to view other users’ timesheets, untick Show Mine Only.

  • Various icons are displayed on each batch line:

Creating a new timesheet

From the Time & Expenses screen

  • Click on New Timesheet

  • Select the date of the timesheet you would like to open

  • Click Continue

The timesheet will open in the view set on your Profile as default (typically weekly). You can now enter time for any day in the week, and the relevant timesheet batch will open.

Creating a timesheet for another employee

If you have permission to create timesheets for other employees, you can create a timesheet on their behalf.

  • Click New Timesheet , then on the right-hand side, use the Employee drop-down to select the relevant employee.

  • The selected employee’s details will appear above the Period selection (instead of your own). Choose the relevant date and click Continue.

Editing an existing timesheet

Open the timecard directly from the Timesheets and Disbursements screen by clicking on the Edit button next to the open timecard