Filling in weekly timesheets

A weekly timesheet is a record of the time spent by one person on any number of jobs over one week. Use timesheets to record work done on several days or several jobs. Anything you previously entered as a single activity entry automatically appears on a person's timesheet.

To fill in weekly timesheets:

  1. Choose Employees > Time Tracking > Use Weekly Timesheet.
  2. In the Name field, enter the name of the person who performed the work and press Tab.

    If you have already made time entries for that person for that week, the entries appear on the timesheet. You can add to or edit those entries.

  3. If necessary, change the date range of the week displayed.
    • To change to the next week, click Next Week.
    • To change to the previous week, click Prev Week.
    • To change to any other week, click Set Date and enter a date in the week you want to display.
  4. In the Customer:Job field, enter the customer for whom the work was performed. If you are tracking individual jobs as well, enter the customer name, a colon, and a job name. Press Tab.
    • Non-billable time: If you do not intend to invoice your customer for this particular activity, you still may want to enter the customer or job name. For example, if you spent the time correcting an error on a job, filling in the Customer:Job field gives you a record of your non-billable time for the job. You can display non-billable time on time reports.
    • Overhead: If the time is truly overhead and has no association with any customer or job, then leave the Customer:Job field blank.
  5. Enter the name of the service item that matches this type of work and press Tab. How service items help you analyze your business
  6. (Optional) In the Notes field, enter any additional information about this work and press Tab. How your notes are used
  7. (Optional) In the Class field, enter the name of the class you want to associate with this work. Then press Tab.
  8. For each day of the week that work was performed, enter the number of hours worked in the appropriate date column.
  9. If you are not going to bill the customer for the work, click image.
    image Time entry is billable — but you haven't yet invoiced your customer for the time.
    image Time entry is NOT billable.
    image Time entry has already been billed on a previous invoice.