Getting Started Guide

Record working hours in timesheet

Time spent on tasks, which can be billed per working hour per day for the client are billable hours. On the other hand time spent on tasks that cannot be billed to the client are non-billable hours.

Log daily time entry

Click Log Time button present in Timesheet Tab and this gets redirected to Log your time Entry form.

  1. Select your preferred date (default selected one will be today's date) from the calendar.
  2. Type your task or choose one from existing task templates.
  3. Enter the log hours or set a start and end time for your task.
  4. Add notes for this task ; select your billing status (billable / non-billable).
  5. Click Add & Continue button.

This logs your working hours in timesheet. In addition, you can make bulk entries at one shot in your timesheet for various calendar dates.

Log Time Entry

We've also furnished a new option to choose a bug from Bugs tab and enter it in timesheet.

  1. Select your preferred date (default selected one will be today's date) from the calendar.
  2. Here choose the bugs tab.
  3. Enter the log hours or set a start and end time for your task.
  4. Add notes for this task ; select your billing status (billable / non-billable).
  5. Click Add & Continue button.
Log Time Entry from Bugs

Weekly Log Time

weekly-logtime-button

Click Weekly Log Time link to open the weekly log timesheet.

  1. Type your task or choose one from the existing task templates.
  2. Enter the log hours or set a start and end time for your task.
  3. Select the project member and the project name.
  4. Add notes for this task ; select your billing status (billable / non-billable).
  5. Click Save and Add New button.

This logs your weekly working hours in timesheet. In addition, you can make bulk entries at one shot in your timesheet.

Note:

  • By default 5 rows are shown for adding your time entries you can make use of Add Row and include any no of rows for your weekly timesheet.
Log Time Entry

Supported Time Entry Formats :

Earlier, the only supported format of time entry was with a colon i,e 3:30. We've now extended that further to include support for more time entry formats. For Example, if you enter 3.75, our timesheets automatically interprets the entered time as 3 hours and 45 minutes.

Log Time Entry Formats
 

Edit / delete log entry

You can edit / delete log hours from the timesheet, anytime you wish.

To edit a log entry :

  1. Go to List View of timesheet
  2. Click edit link.
  3. Make the required changes and click update button.

This updates the latest changes for the log entry.

Note:

  • If you don't wish to make changes click the Cancel button.
Edit Log Entries

To delete a log entry :

  1. Go to List View of timesheet.
  2. Mouseover on a particular log entry displays three icons.
  3. Click delete link.
  4. A delete message "Do you want to remove this timesheet log ? " with OK and Cancel buttons gets displayed.
  5. Click OK button.

This removes the log entry permanently from your timesheet.

Delete log entries

Timesheet Approval Process

You can now set an approval process for timesheets, to streamline approvals and billing.

timesheet-approval

You can set the timesheet approval process for your timesheet by choosing the option Submit with Approval or Submit without Approval in Settings. And timesheet entries can be approved only by the Admin and Project Managers.

 

Submit without Approval : The timesheet entries need no approval for billing.

submit-approval

Submit with Approval : The timesheet entries need approval for billing. Unapproved entries are displayed as notifications in red, on the Timesheet icon inside the respective project.

You must select a timesheet entry to enable Approve Timesheet Entry and the entry can be approved as a single item or in bulk.

In List View the timesheet entries can be filtered based on their approval status for billing. Also while generating the invoice, only the approved timesheet entries are billed.

list-viewstatus

You can set the default billing status for your timesheet entries by choosing the option Billable or Non Billable in Settings.

And based on the selected option, the default billing status is displayed when you log time in your timesheet.

timesheet-billing

Add note(s) for log entry

To find notes :

  1. Go to List View of timesheet.
  2. Click list view icon.
  3. An update your time entry form opens with editable contents.

This displays your notes added for this log entry.

Note:

  • By default log time gets added as notes if you've not entered any custom notes for your timesheet entry.
Timesheet Notes

 

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