Managing Timesheets, Expenses and Task Entries

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The main purpose of the Office Timesheets application is to help you manage and track your timesheets, expenses and tasks. Office Timesheets provides you with a Timesheet and an Expense sheet. Use the Timesheet to enter and track the time spent on your projects. Use the Expense sheet to maintain and track your project related expenses.

Timesheets and Expense sheets also provide a convenient way for your employees to keep track of the time and money spent on project related tasks. Employees can fill these time and expense sheets and submit them to their managers for approval.

Use the View Sheets tab to record your Time, Expense and Task entries. Using the functions of the View Sheets tab, you can—

View/edit your timesheet or the timesheet of any of your employees.
View your timesheet in different ways—week view, day view, time clock view.
Specify filter criteria to configure the timesheet view to your liking.
Add/View/Edit time entries.
Add/View/Edit expense entries.
Add/View/Edit task entries.
Regenerate task entries.
Perform a Mass Update of employee entries, time/expense entries and task entries.
Copy task entries, task rates, status fields, notes etc. from one timesheet to one or more other timesheets.
Delete time, task and expense entries.
Send your timesheets for Approval (if you are an employee) and change the Approval Status of your employee’s timesheets (if you are manager).

The View Sheets tab

The View Sheets tab contains all the functions needed to manage your task, time and expense entries.

The View Sheets tab

The View Sheets tab has four ribbon groups—View, Time Entry/Expenses, Task and Approval—that contain the commands needed to manage your time, task and expense entries.

The View Sheets Ribbon

The following table describes what each of the commands in the View Sheets tab does—

Click on...

To...

Timesheet

View/Edit your timesheet. Use the Timesheet View to set up the tasks to be carried out. You can also set a timer to record the time spent on your project.

Expenses

View/Edit your expense sheet. Use the Expense View to enter the various task-related amounts spent by you.

Add Expense Entry

Add an expense entry to a cell in the expense sheet.

Note: This command is available only when you are viewing your expense sheet.

Open Expense List

Display a list of expense entries in a particular cell of the expense sheet.

Note: This command is available only when you are viewing your expense sheet.

Day

View your timesheet in Day View. Use Day View to enter the time spent on various tasks during the day or at different times of the day.

Time Clock

View your timesheet in Time Clock View. Use Time Clock View to see the starting and ending times of each of your tasks.

Criteria

Specify the criteria for displaying entries in the timesheet and expense sheet views.

Add Time Entry

Add a time entry to your timesheet.

Timer On

Start the stopwatch to begin recording the time spent on a task.

Timer Off

Stop the stopwatch to end recording the time spent on a task.

Add Tasks

Add task entries to your timesheet.

Note: You can only add tasks while in Timesheet or Expense Sheet View.

Re-generate Tasks

Re-generate deleted tasks that have at least one entry.

Edit Tasks

Make changes to task entries on your timesheet.

Mass Update

Perform a Mass Update of employee entries, time/expense entries and task entries.

Copy Tasks

Copy Task entries, task rates, status fields, notes etc. from one timesheet to one or more other timesheets.

Delete Tasks And Entries

Delete task and/or expense entries that meet with specific criteria. For example, delete all tasks that do not have any entries.

Employee

View the status of your timesheets and submit them to your manager for approval.

Manager

View the status of the timesheets submitted by your employees and approve or reject them.