This tutorial is for Workers, Users, and Admins.
There are three easy steps to entering time with the Weekly Timesheet.
You can access the Weekly Time Sheet by clicking on the “Dashboard” tab. And then click on the “Weekly Time Entry” sub tab.
Step 1: Select your Customer and Activity
Select the Customer and Activity you want to enter your time under. These come from the “Service Items” which are imported by an Admin from QuickBooks.
Then enter the total hours you did each day in each cell.
Click “Save” when you have made all your entries.
Step 2: Is it billable?
Make sure you select whether the item is billable.
If you don’t mark items as billable, those entries won’t be available to bill to clients in QuickBooks. The time, however, could still be used to pay the employee who did the work.
So for Workers and Users—ask an Admin if you should enter your time entry as billable.
Step 3: “Pending”
After you save time in the Weekly Time Sheet, it goes into a “Pending” status.
If you are a Worker, you can still edit your hours. The Admin won’t see them until the hours are submitted.
On this page, you can also select different date ranges to view time entries made at other times. If you need to add extra time entry rows to the screen, then click the blue arrow in the lower left corner of the screen.
You can enter time in two formats: 1) with a decimal, ex. 1.5 equals one and a half hours, or 2) with a colon, ex. 1:30 equals one and a half hours.