Navigation - Practice Management >> Practice  >> Record Time

 

Please click here to watch how to record time and create timesheets


Help/Guide 

You and your staff members can record their time to either Client Billable, Non Client Billable or Other Non Billable


You can create timesheets as reports and autogenerate these


Only the individual staff members can record their own time. The Super Accountant is the only account which can approve time


Please head to practice management and then click on practice, and then record time



To record time please click on the blue button

The following pop up will appear, please fill in the information as necessary 


This will automated to the date of entry. To change the date of entry to a previous date, please click show more


Furthermore, clicking on show more you will be able to connect the time capture to a task, and the step of the task.


Please then click save


This will then live as captured in the list shown below


Captured time can be edited by using the pencil icon, and deleted by selecting the check box


To submit your time, check the check box circled below



Please set the status to submitted to send your time to your Super Accountant


Super Accountant Approval


Please click the team button, which is next to My Time,


Here you will be able to see all team members (and your own) submitted time


You can click on the checkboxes to accept or reject time at the bottom


Please note the dropdown boxes at the top where you can change the headings.



The Reports section allows you to create a report (PDF or CSV) download of the time captured, submitted, rejected and accepted time



Report-Timesheets


To get a timesheet or more detailed report please head to Reports > Timesheets


There are three categories

  1. Task timesheet
  2. User timesheet
  3. Client timesheet

These timesheets will show all non approved time


Entering the task timesheet report:


You can specify a task, or set to all


You can export to CSV, Excel or PDF


As with all the reports these can be scheduled to automatically be emailed to you and your colleagues 


Please click here to find out more about reports and scheduling reports