Also See:
Time Sheets Features |
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The need to keep
detailed, accurate records of how everyone in the shop spends
their time is vital to staffing, billing, productivity, and
profitability
That’s why daily time keeping is so important
to Clients & Profits X. Unlike other accounting systems,
time keeping is a fundamental feature in Clients & Profits
X. That’s why there are so many ways to track time, whether
it’s billable or unbillable.
A time sheet is a collection of a day’s time entries for one person.
Each time entry is a separate record of a person’s work containing
the date, job number, task, the number of hours, cost and billing rates,
and a short description.
Time can be tracked either through time cards or time sheets. There’s
no real difference between them; in fact, time entered on time cards
becomes a time sheet when the time card is saved. But the time card has
the advantage of being available to users all day, while they’re
working.
The time sheet, in comparison, is designed for users who enter their
time weekly, not daily, or in agencies that have one person input the
time for all staff members.
Time added into a time sheet is posted as it is saved -- so jobs, tasks,
and cost reports are updated immediately. Unlike time cards, the time
sheet has the option to show cost and billing rates. This option, which
can be set for each user, lets a user adjust cost and billing rates.
Time entries can be added, edited, and deleted as needed -- any time,
if the user has the necessary access privileges. There are no limits
to how many time entries can be added. Any time entry can be made unbillable
by unchecking the Billable checkbox; if so, the time’s cost amount
will appear on the job, but the billable amount will be zero.
Time reports can be printed daily, weekly, or for any period of time.
Time reports can show time by staff member or for one job number. The
time card reports analyze the week’s time by department or team,
for better accountability. Productivity reports, which are printed from
Snapshots, show total hours by staffer, task, client, or job -- and are
excellent ways to analyze how people work.
Adding a time sheet
Adding time in batches is fast and easy with time sheets. They are the
best way to get a lot of time entered quickly. The Add Time Sheets window
is more flexible than the Time Card, since it lets you enter hours for
an entire week at one time. Click here
for step-by-step instructions.
To clone a time sheet
1 From the Time Sheet window, find the time sheet you wish to clone then
click the clone button,
(or choose Edit > Clone).
The Clone Time Sheet window opens, including all of the details from
the time sheet you've just cloned.
2 Enter the dates, jobs, tasks, hours, notes, etc.
3 Click Save.
To edit a time entry
Since time entries don't affect the General Ledger, they can be changed
and deleted easily. Time entries aren't posted separately like vendor
invoices, there are no proof lists and no unposting. Click
here for step-by-step instructions.
To remove a time entry
1 From the Time Sheet window, select the time entry
you wish to remove by clicking on it.
2 With the time entry selected, click the remove button.
To import time entries
As an alternative to data entry, Clients & Profits X can import text
file-based time sheets into your database. Click
here for step-by-step instructions.
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