Adding time to a timesheet
To add time either
Select the New Timesheet button on the bottom right of the screen
Double click on the calendar at the time interval you require
The screen defaults to Non-chargeable Time. To enter non-chargeable time:
Select the Time and Date.
If the same entry applies to multiple dates (e.g. annual leave), add additional dates in the Date box. This will create the same entry for each selected date.
Select a Category or go straight to Overheads.
From the drop-down, select the relevant Overhead (you can start typing to search).
Enter Units or Hours (the system will automatically update the other field).
Add a narration.
Click Save and Close or Save and New.
To enter Chargeable Time, start the entry as above, then continue with the chargeable time details.
Enter chargeable time as follows:
Client – start typing the client name or code and select from the list.
Only open tasks for that client will be available (add any new tasks on the client card first if needed).
Select an Activity from the list of preconfigured activities.
Enter either Units or Hours (the other field will update automatically).
If you’d like narrations pre-loaded, add them under Maintenance > Standard Narrations so they’re available in the Search Narr box.
Otherwise, type the narration directly.
When finished, click Save & Close or Save & New.
Adding a disbursement to a timesheet
Select the New Disbursement button.
Most disbursements will relate to a client :
Select the client by typing into the Client box.
The Task box will then appear – select the relevant task (as set up on the client).
Select the relevant Disbursement.
Enter the Amount.
Enter an appropriate Narration.
(Optional) Upload a file from your desktop to attach to the disbursement. This can be viewed later under the Documents tab for the client.
Once complete, click Save and Close or Save and New.
Disbursements display in purple on your timesheet calendar view.
They are also saved as a separate batch.
Entering a time and disbursement entry at the same time
If you want to add a disbursement while also entering a time entry, tick the Disbursement checkbox to display the disbursement options.
You can upload a file and enter all required details on the same screen.
The disbursement will still appear separately in the timesheet calendar view and will be saved as a separate batch.
