Tips for using timesheets

For each of your employees, you can enter the hours, by payroll category, for each day of the week. You can also assign the hours to a job and an activity and a customer.

Keep these tips in mind when you're using the timesheet:

The day of the week that starts the week is determined by the selection you made in the I Use Timesheets... preference in the System view of the Preferences window. Select the day in the My Week Starts on field.

The seven-day week that includes the system date appears in the Week Of field by default. Click the right or left arrows to display the previous or following week.

Click the Calendar icon to display the Calendar (week selection) window, where you can select a date. The seven-day week that includes the selected date appears in the Week of field.

There can be multiple entries for the same day, each with a different payroll category or job or activity.

When you enter an hours value in a Daily Entry cell and then either tab to the next cell or click into another cell, the entry is recorded.

If you make an entry and click the OK button without either tabbing or clicking to another cell, the entry is not recorded.

If you delete the only entry for a payroll category row, the entire row is deleted. If you delete multiple entries in a row, but at least one remains, the row remains. If you delete all the entries in a row, when you delete the last entry, the row is deleted.

To delete a row in a single step, click anywhere in the row you want to delete and choose Delete Line in the Edit menu.

If you create activity slips using the Enter Activity Slip window, you can indicate that you want the hours on the activity slip to be included in your employee's timesheet. When you do this, you'll see entries automatically appearing in your timesheet that you didn't enter directly into the timesheet.

Notes:

The Units you enter in an activity slip appear as Hours in a timesheet. The Hours you enter in a timesheet appear as Units in an activity.

If an employee's pay is calculated using their Recurring Pay plus timesheet entries and activity hours are on their timesheets

If you start with a blank timesheet or use the Clear Timesheet button to clear any entries that were displayed, and then click the Copy from Previous or Use Recurring Pay Details button, then the `Copy' or `Recurring' entries are the only entries.

If you already made some entries that you want to keep and click one of those two buttons, the `Copy' or `Recurring' entries appear below any existing ones for the same payroll category.

Use the New Timesheet button if you want to save the entries on the current timesheet and display a new, blank timesheet. Use the Clear Timesheet button if you want to delete the entries you've already made and then make new entries in the current timesheet.

Click the Clear Timesheet button before you close the window if you do not want to save your entries.

If there are entries in the timesheet that have already been used to make an employee payment, they will not clear if you click the Clear button.

In the process of creating an employee payment, if you make any changes to the Pay Employee transaction, the changes won't be reflected in the originating timesheet. (The same is true for the payroll reports based on those timesheets.)

If any or all entries in a timesheet have already been used to calculate and create an employee payment, those entries in the Daily Entry columns are displayed in gray and cannot be changed.

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