Contents
 Welcome
    About Office Timesheets
       Features
       Versions
       System Requirements
 Installing Office Timesheets
    Office Timesheets Server Installation
    Installing Office Timesheets with Microsoft SQL Server Express
 Accessing Office Timesheets
    Logging into the Office Timesheets Self-Installed Version
    Logging into the Office Timesheets Hosted Version
    Logging out from Office Timesheets
 The Office Timesheets Application Interface
 Configuring Office Timesheets
    Setting Time Entry Options
    Setting Company Information
    Configuring E-mail Settings
    Setting Auditing Options
       Implementation of Auditing in Office Timesheets
    Changing Regional Settings
       Assigning Regional Options Settings to Other Users
    Setting Up User Accounts
       Understanding User Accounts
       Adding User Accounts
       Viewing or Changing User Account details
       Resetting a User’s Password
       Deleting a User’s Account
    Changing your Password
    Controlling Access with Security Policies
       Understanding Security Policies
       Using Security Policies
       Creating a New Security Policy
          Selecting the Interface Options
          Providing access to Element-related Functions
          Providing access to Task-related Functions
          Providing access to Entry-related functions
          Providing access to Lock-related functions
          Enforcing Time Entry Options
          Enforcing Regional and Language Options
          Saving the Security Policy
       Using Security Policies to allow members from different groups to share data
       Making Changes to a Security Policy
       Deleting a Security Policy
    Configuring Password Options
       Password Options for Office Timesheets Hosted Version
       Password Options for Office Timesheets Self-Installed Version
 Setting Up and Managing Processes
    Understanding Office Timesheets Data and Process Framework
    Defining the Elements to Track Time and Expense Entries
    Defining Custom Fields for the Task Elements
       Custom Field Types
    Defining Task Rate Field Labels
    Customizing Task Status Values
    Customizing Entry Status Values
    Customizing Approval Status Values
    Defining Rate Table Labels
    Holidays and Holiday Groups
       Creating a Holiday Entry
       Viewing or Making Changes to a Holiday Entry
       Deleting a Holiday Entry
       Creating a Holiday Group Entry
       Viewing or Making Changes to a Holiday Group Entry
       Deleting a Holiday Group Entry
    Defining Task Rules and Dependencies
    Understanding Approval Process Workflows
    Managing your Approval Process Workflow
       Adding an Approval Step Entry
          Specifying the Email Notification Settings
          Setting Time Entry Status Fields
          Setting Expense Entry Status Fields
          Saving the Approval Step Entry
       Viewing or Making Changes to an Approval Step Entry
       Deleting an Approval Step Entry
    Managing Reporting Periods
       Adding a Reporting Period
          Specifying Timesheet Rules for the Reporting Period
          Specifying Employee Notification Settings
          Specifying Manager Notification Settings
          Saving the Reporting Period Entry
       Viewing or Making Changes to a Reporting Period Entry
       Deleting a Reporting Period Entry
    Employees and Employee Groups
       Adding an Employee Entry
          Setting the Pay Rates for the Employee
          Assigning the Employee to One or More Groups
          Specifying Dependent Element Items and Groups
          Entering Other Details about the Employee
          Saving the Employee Entry
       Viewing or Making Changes to an Employee Entry
       Deleting an Employee Entry
       Creating an Employee Group Entry
       Viewing or Making Changes to an Employee Group Entry
       Deleting an Employee Group Entry
    Element Items and Element Item Groups
       Adding an Element Item Entry
          Assigning the Element Item to one or more Groups
          Specifying Dependency Element Items and Groups
          Entering Other Details About the Element Item
          Saving the Element Item Entry
       Viewing or Making Changes to an Element Item Entry
       Deleting an Element Item Entry
       Creating an Element Item Group Entry
       Viewing or Making Changes to an Element Item Group Entry
       Deleting an Element Item Group Entry
    Expense Items and Expense Item Groups
       Adding an Expense Item Entry
          Assigning the Expense Item to One or More Groups
          Entering Other Details About the Expense Item
          Saving the Expense Item Entry
       Viewing or Making Changes to an Expense Item Entry
       Deleting an Expense Item Entry
       Creating an Expense Group Entry
       Viewing or Making Changes to an Expense Group Entry
       Deleting an Expense Group Entry
 Managing Timesheets, Expenses and Task Entries
    Viewing your Timesheet
       Timesheet View
       Day View
       Time Clock View
    Viewing your Expense Sheet
    Configuring the Timesheet and Expense Sheet View
    Adding Task Entries
    Viewing or Making Changes to Task Entries
    Copying Tasks between Timesheets
    Adding Time Entries
       Directly Typing Values into a Cell
       Using the Time Entry Dialog Box
       Using the Timer
    Using the Day View
    Using the Time Clock View
    Viewing or Making Changes to Time Entries
    Adding Expense Entries
    Viewing or Making Changes to Expense Entries
    Mass Updating Task, Time, and Expense Entries
       Examples of Using Mass Update
          Example—Marking Expense Entries as Billable
          Example—Marking Time Entries as Overtime
          Example—Rejecting All Submitted Timesheets and Expense Sheets
          Example—Changing the Standard Pay Rate
          Example—Changing the Due Date for a Task
          Example—Marking a Project as Completed
 Appendix
    Using the Date Picker
    Using the Select Element Dialog Box
    Using the List Items Dialog Box
  
Index

Home > Managing Timesheets, Expenses and Task Entries

Managing Timesheets, Expenses and Task Entries

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.


See also

Welcome
Installing Office Timesheets
Accessing Office Timesheets
The Office Timesheets Application Interface
Configuring Office Timesheets
Setting Up and Managing Processes
Appendix
   
HelpConsole.com -

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