Other Actions for Timesheet

Let us have a look at the different actions available for timesheets.

Edit Time Entry

To change the details of a time entry that you’ve created in Zoho ERP, you’ll have to edit it. Here’s how you can do it:

• Go to Time Tracking on the left sidebar.
• Navigate to the Timesheets tab at the top.
• Hover over the time entry which you want to edit.
• Click the Edit icon on the right corner of the entry.
• Make the necessary changes and click Save.

Clone Time Entry

If you want to create a time entry which has details similar to an existing time entry, you can clone the existing time entry. Here’s how you can do it:

• Go to Time Tracking on the left sidebar.
• Navigate to the Timesheets tab at the top.
• Hover over the time entry which you want to clone.
• Click the Gear icon in the right corner of the entry.
• Select Clone.
• Make the required changes and click Save.

Comments & History

You can add comments to your time entry and collaborate with your users. However, these comments are only for internal use and the vendor cannot view them. Here’s how:

• Go to Time Tracking on the left sidebar.
• Navigate to the Timesheets tab at the top.
• Hover over the time entry for which you want to add comments.
• Click the Gear icon in the right corner of the entry.
• Select Comments and History.
• Enter the comment.
• Click  Add Comment.

Delete Time Entry

You can delete a time entry if you do not want it anymore. Here’s how:

• Go to Time Tracking on the left sidebar.
• Navigate to the Timesheets tab at the top.
• Hover over the time entry which you want to delete.
• Click the Gear icon in the right corner of the entry.
• Select Delete.
• Click OK to confirm.

Export Timesheet

You can export the timesheet in Zoho ERP in the CSV or XLS format. Here’s how:

• Go to Time Tracking on the left sidebar.
• Navigate to the Timesheets tab at the top.
• Click the More icon in the top right corner.
• Select Export Projects.
• Enter the required fields.

• Click Export.