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Clients & Profits
X’s web-based time card allows any staff
member to track their hours worked from any
internet-connected web browser
It offers real-time access to the shop’s database of clients, jobs,
and tasks. The time they entered on their web-based time card appears
on job reports instantly, just like the standard C&P X time card.
Any staff member with a web password can access their web-based time
card. Only a system manager can change web passwords and start the C&P
X web server.
The built-in Clients & Profits X web server lets any staff member
use their time card from a web browser, whether they’re inside
the office, on the road, working from home, or visiting a client. The
web server allows an unlimited number of staff members to use the web
time card, based on what your server hardware can handle.
To activate the web-based time card
1 Choose Setup > Web Access
The Web Access window opens.
The name of the database currently been hosted by the Clients & Profits
X web server appears at the top of the window for reference. Only one
database can be hosted per web server.
2 Click the Start button.
You will be prompted to confirm that you're sure you want to start the
Clients & Profits X web server. Click Yes.
Clicking start tells the C&P X web server to start listening for
incoming requests.
Web access can be available 24/7. It can shut itself down automatically
at a selected time for the nightly backup, then restart itself the next
morning.
Logging into your web-based time card using a web browser
To access your web-based time card using a web browser, simply type the
IP address of the web server hosting Clients & Profits (example: http://192.168.0.100)
in the address field of your browser. If you are unsure which IP address
to use, check with your system manager.
When a
request is made by a staff member’s
web browser, Clients & Profits
X prompts them for their user ID and password. Once they have successfully
logged in, their Daily Time Card web page will appear.
If the user enters a valid ID (the same one they use in the Introduce
Yourself window) and web password, they’ll see their daily time
card web page. They’ll be able to enter hours for any job and task,
including unbillable administrative jobs. Convenient lookup lists are
available that list the shop’s open jobs and their jobs; clicking
on a job or task copies it onto the web time card.
Stopping the web server
To stop the web server, simply click the Stop button
in the web access window.
Printing a Web Activity Log
The activity log records every request, letting the system manager track
who’s accessing the Clients & Profits X web server.
Click the Print button to get a hard-copy
report of the web server’s activity log.
Current Activity, Web Users, Preferences, and Log tabs
Clicking on a tab displays different
information about the Clients & Profits X web server.
The current activity tab shows web
server’s current status (e.g., “running”, “idle”,
etc.) as well as a log showing today’s requests by users.
The web users tab lists all staff
members by department, along with their web password. Entering a web
password here enables the staffers to access the web-based time card.
Passwords can only be chosen by the system manager and can only be entered
here. Web passwords are encrypted and should be changed often. If a staff
member doesn't have a web password, they won't be allowed into their
web time card.
The preferences tab lets system managers
control some functions of the web server. have a web password, they won’t
be allowed into their web time card.
The log tab shows the web server’s
complete activity. The web log stores all requests, or hits, since the
web server was started until the system manager clears the log.
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