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
- Weekly Log Time
- Edit / delete log entry
- Timesheet approval process
- Add note(s) for time entry
- Export Timesheets
- Related Topics
In Projects, select the required project, and click Timesheet. In List view click the Plus icon at the top right corner, to log time on a daily basis or for a week. You can log time from the List view, Grid view and Calendar.
Click Log Time and specify the log details. You can enter a new task or select an existing task or bug to log time, select the billing status and then click Add.
This logs your working hours in the project timesheet.
In Timesheet, click the Plus icon at the top right corner, click Weekly Log Time, and then specify the log details. This logs your weekly working hours in the project timesheet.
- By default 5 rows are shown for adding your time entries you can make use of Add Row to include any number of rows for your weekly timesheet. You can click the arrow at the right corner of the timesheet to view the Previous and Next week.
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.
You can edit / delete log hours from the timesheet, anytime you wish. In Timesheet, in the List view, hover the mouse over the required time log, click the action menu and then choose to edit or delete the entry.
You can now set an approval process for timesheets, to streamline approvals and billing for the time logs.
In Home, click Setup at the top right corner next to Notification, click Org Settings and in Portal Configuration, scroll to view the TIMESHEET APPROVAL PROCESS. You can set the timesheet approval process for your timesheet by choosing the option Submit with Approval or Submit without Approval. And timesheet entries can be approved only by the Admin and Project Managers.
Submit without Approval : If you select this option, all your timesheet entries need no approval for billing. They will be billed automatically.
Submit with Approval : If you select this option, 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.
In Home, click Setup at the top right corner next to Notification, click Org Settings and in Portal Configuration, scroll to view the TIMESHEET BILLING STATUS. 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.
In Timesheet, in the List view, hover the mouse over the required log entry, click the action menu and then click Show Comments. The Show Comments option is enabled only when you add notes to the log entry.
You can export your timesheets in the desired format as an .xls or a .csv file with the billing status for the selected time period. Furthermore you can export user based timesheets for employee payroll or bill client for payments.
You can export timesheet from My Timesheet or from any selected project. In Projects, select the required project, and then click Timesheet. Click Other actions at the top right corner, next to Filters and choose Export Timesheet.
Select the project user, choose the date range to export, specify the billing and approval status and choose the desired format (xls / csv) to export the timesheet data.
- You can also export timesheets as pdf using the Export to pdf option. And you can also choose Create Invoice to create an invoice.