Daily Comments vs. Weekly Comments

Weekly Comments relate to an entire week of time and are not displayed on our standard reports.  Weekly comments are displayed when you print a timesheet. Simply enter weekly comments from the bottom of the week view of a timesheet. Note: Weekly comments cannot be edited and function as a matter of record for the timesheet.

Daily comments relate to a specific time entry and task and are displayed in the “Detailed Line Items with Comments” report.

Entering Daily Comments

There are two ways to enter daily comments:

    1. From Week View – double click the time entry field for the day that you want to add the comment and you will be prompted with a box to edit the comment.  Click save when you are finished making your comments.

archive timesheet tasks

archive timesheet tasks

  1. From Day View – click Edit Detail to view the comment box then click save when you are finished making your comments.

To make it easy to spot detailed comments in week view, a small bar will appear under the time entry that has a detailed comment.
archive timesheet tasks

Switching from Week View to Day View

There are two ways to switch to day view: 1) click on the date 2) click on the Day View link.

archive timesheet tasks

Switching from Day View to Week View

Simply click Week View above your timesheet.

Adding VAT to Invoices

You can enter VAT information for you company and for each client. For clients, go to Settings then Clients to add VAT information. For company VAT, go to Settings then Invoices to add company VAT information.

The information entered will be automatically copied to the notes section of your invoices when you create a new invoice.

How do I upload my company’s logo?

Click Settings then Edit for the company section. You can then upload a .jpg or .gif. You logo can be any shape. There is a size limit of .5 MB. Your logo will appear on all your invoices.

How do I change my timezone?

There are two timezone settings in WeWorked.

  1. Company’s timezone – this is an overall setting that will apply to new users as the default timezone. Administrators can click Settings then Edit for Company Information to change the default timezone.
  2. User’s timezone – users can set their own timezone, thus overriding the default company’s timezone. Users can click Profile then Edit beside Contact Information to change their timezone.

 

How do I upgrade my account?

Log into your account and select Upgrades above the dashboard.  Select a new plan and follow the prompts to upgrade.  

To change your credit card on file without upgrading, select the same plan you are already on and enter your new credit card information.

How do I change my password?

Click the “Forgot Password?” link on the login screen to have your password reset.  You will be prompted to choose a new password after logging in with the temporary password.

Can you create me a custom report?

Yes.  We routinely create custom reports for customers with unique requirements.  Get a quote for a report by sending an email to contactus@weworked.com with a sample report in either a word table or excel spreadsheet. You will be able to select and run your custom report from the reports area.  Custom reports start at $300, which include HTML, Excel (.csv), and PDF versions.

How do I set starting leave balances?

Simply go to Settings then Leave then click on Adjust Leave Balances under the Leave Balances section. You will then see a list of all the people that have Track Leave enabled in their profile. Click Edit to start making changes to a person’s leave balance.