Timesheet User Guide

Timesheet enables an individual (member of staff) to record the hours they have spent working on projects, the projects can be:

  • an internal non-client chargeable project code, or
  • a client chargeable code, which enables the cost of hours worked to be invoiced to a client.

Time entered in the timesheet is always assigned to a project code.

Click on the links below to learn how to use the timesheet application.

Dependency – Project is Setup to Assign Timesheet To

Timesheet hours are assigned to a project, before entering a weeks timesheet ensure the required project code has been setup. Project codes can be internal to the business (not rechargeable to a client) or project codes can be rechargeable to a client.

1. Contracted Hours
Learn how to set the standard contracted working hours by day for a week.

2. Project Setup
Learn how to setup internal and client rechargeable project codes to book hours to in timesheet.

3. Project Fees
Learn how to set daily fee to be charged to the client for a project and an individual.

Enter, Edit and Submitting a Weeks Timesheet

Time is entered into the timesheet one week at a time, each week is managed separately from other weeks. A weeks timesheet needs to be submitted to be registered as completed.

4. Enter Timesheet
Learn how to enter and submit a weeks timesheet to make available to invoice.

5. Edit Submitted Timesheet
Learn how edit a timesheet which has been submitted but not invoiced.

Invoicing Hours Booked to a Client Chargeable Code in Timesheet

Once a weeks timesheet has been submitted, if any hours are booked to a client chargeable code and there is a fee associated with the client chargeable code for the individual for whom the weeks timesheet has been submitted, then the hours are converted into fees and are available to invoice to the customer.

6. Invoice Timesheet
Learn how to raise an invoice for hours chargeable to a client.
Close Bitnami banner