Timesheet enables users to record the hours worked against projects, the hours worked get converted to a fee at the daily rate assigned to a user for the project.
User Access to the Timesheet Application
Each user added to ZotaBooks can be assigned to a security group with access to the Timesheet application.
By default the “Users” security group has access to the timesheet application. See How do I Add Users to a Security Group ? for more detail.
Timesheet Completion and Submission By Users
Timesheets are submitted on a weekly basis by each user. When a new week is selected by a user the first action is to select the project to assign time to:
The drop down box highlighted in red on the left hand side of the screen contains the list of projects. The projects are either prefixed with a star or not, which indicates:
- a project which is prefixed with a star is an internal project
- a project not prefixed with a start is a client chargeable project
Once a project is selected enter the hours worked by day against the project.
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Once the hours are entered for everyday the timesheet can be saved or submitted, by pressing the relevant button.
Multiple Projects in Timesheet
Timesheet allows a user to submit time against one or more projects. To add additional projects press the “New Row” button.
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Editing a Submitted Timesheet
Once the timesheet for a week has been submitted, unless one or more days in the week has been invoiced, the timesheet week can be recalled.
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Press the “Recall” button to permit editing of weeks timesheet
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