Simple Time Entry

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The following information provides details on the options on the Simple Time Entry screen.

 

Key Fields


The key fields are grouped at the top of the screen, setting the criteria for the data being entered or reviewed. Depending on security permissions granted to an employee or vendor, they can edit, delete, approve and print their time entries. Web Suite restricts you from editing fields like Cost, Hours, etc. if that time entry is linked to a check.

 

View By:

Time Entry can be viewed by Employee or Vendor. Select any option from the drop down list in this field. If you choose Employee, time can be entered for one employee on multiple projects. Typically, time is entered by an employee in "View By: Employee" mode. This field affects the records being displayed in the grid below.

 

Employee/Vendor:

Depending on what is selected in the View By field, employee or vendor is displayed. Select the desired Employee/Vendor ID by clicking image\Filter_icon.gif to display a list. Click the column header to sort the list in any order either on the basis of ID or Name. An employee or vendor, who is permitted to access the time entry screens only upon login as a Web Suite user, will find this field pre-filled. In addition, this field is unavailable and non-editable.

 

Click the Filters..link to display the relevant Filter screen wherein filters can be applied to the respective drop-downs for selective viewing. This would depend on the option selected in the View By field. On the Project/Employee Filter screen, select the check box for the project, employee or vendor records that you want to display in the drop-downs on the Simple Time Card View.

  

Period Including:

Select the period for which you want to view the time entries. Enter any date within the period you want to display. You can select the date from the drop-downs or image\Calendar_icon.gif  Calendar. You can also use - (Previous Day), + (Next Day) to decrement or increment the date by one day or click Today to select the current date.

 

More Filters:

Make a selection from this drop-down list to display selective time entries, say those which are submitted, approved, unapproved, billable, billed, those associated with vendor bills, etc. Click Refresh to apply the selected filters.

 

Previous/Next:

These navigation buttons enable you to view the previous or next week's time entries on the basis of the week that is selected in the Period Including date field. 

 

Grid

 

Project ID:

Enter the ID of the project for which you are recording your time entry. Click the List link to display a list of existing projects. In addition, the data displayed in the grid can be sorted by clicking on any column header.

 

Activity ID:

Enter the ID of the activity for which you are recording your time entry. Click the List link to display a list of existing activity codes. In addition, the data displayed in the grid can be sorted by clicking on any column header.

 

Web Suite prompts you to select the Activity ID if you leave it blank while entering time.

 

Description:

The Activity Description is brought forward simultaneously as you enter the Activity ID.

 

Sun. . .Sat:

Enter the hours the employee worked from Sunday to Saturday.

 

Total:

The Time entered per week for a particular project is automatically summed and displayed in the Total field.

 

New:

Allows you to create a new time entry.

 

Simple Time Entry Button Panel

 

Help:

Opens the Web Suite Help for Simple Time Entry.

 

Copy:

Click to copy time entry details (that is, project ID, activity code and hours) from a previous date to the current time entry.

 

Print:

The drop-down displays a list of in-context reports. You can print, preview or cancel the reports from here.

 

 

Attachments:

Displays for those time entries that have files attached to them. You can click on it to open the Attachments screen, which allows you to add new files or links to a selected time entry.

 

Options

Click to show the fields mentioned below:

 

Filters (On/Off):

Turns on/off all filters set on the Filters screen. Select the check box to apply filters to the drop-downs.

 

Memo on Notes:

Checked, the time entry memo becomes the journal note of the Project against which the time entry is being recorded. It allows you to add a journal note of type, Time Entry for the specific project. The journal note recorded in this screen will not overwrite the existing one. Rather, it will be an additional one.

 

View by Project Name:

Mark the check box to select the project by name rather than its ID in the Project ID field.

 

Show Memo:

Check to record the memo for a specific time entry. The memo box appears after you click inside any column from Sun to Sat. It allows you to create or edit memo for the time records. Click image\Date_Time_Stamp_icon.gif on the memo box to display the current system date and time on your memo. Click Save button to save the recorded memo. Time entry memos have no length restriction.

When the cursor is inside the cell, using the Ctrl + M shortcut keys checks the Show Memo option (if it is unchecked) and opens the Memo box. Using the ESC key hides the Memo box and un-checks the Show Memo option, moving the focus back to the cell.

 

Show More: (Read Only)

Mark the option, click inside the cell to view the status of Billable, OT and Xtra flags associated with the specific time entry.

 

Memo on Invoices:

Checked, the time entry memo will be displayed on the invoices of the project against which the time entry is being recorded.

 

Show Totals:

Mark the check box to view the below mentioned fields. Based on the selection made in the key fields, their value varies accordingly.

 

  1. The Show Totals option gets disabled on checking the Do Not Show Totals rule in the Global Settings-Time screen.

  2.  

Show Allocated/Spent:

If hours have been allocated to you for a project, select this check box to display the assigned, used and remaining hours while recording or viewing time entries.

 

Show Weekend:

This option allows you to show or hide weekends. Click this if you want to include the weekend days (Sat and Sun).

 

Filters:

Filters limit the data displayed in the drop-down lists and grids and thus helps in selective viewing of data on the main screens. You can select an employee or multiple employees from the filter grid.

 

Clear Blank Rows:

By default, Web Suite remembers the previously used time entries and displays them on the next screen. You can use the Clear Blank Rows option to clear the screen of all values

 

Submit All:

Opens the Submit-Approve screen that enables you to submit the time entries for approval using various options. It will submit all those time entries that are currently visible in the grid.

 

Save:

Saves new time entries in the data file. Before logging out you must save the data to commit the changes. Save button is enabled only when you are entering a new time entry.

 

Refresh:

Retrieves the latest data from the database and displays it on the screen.

See Also