Author: user

Delete Holiday

On the line of the holiday you want to edit, click Edit. Then on the bottom right, click Delete Holiday. Confirm that you wish to delete by answering Yes.

Entering an Expense

Click My Expenses in the Dashboard. Then click New Expense. Fill out the expense information then click Create Expense. You expense will go into a status of Pending. If you selected a person to be notified, an email will be sent to that person.

Delete an Expense

Click My Expenses in the Dashboard. You will see all your expenses that are Pending.  Click Pending under the status column for the expense you wish to delete. Select the Delete option.

Edit an Expense

Click My Expenses in the Dashboard. You will see all your expenses that are Pending.  Click Pending under the status column for the expense you wish to edit. Select the Edit option. Make your changes then click Save Expense.

Reviewing Expenses

You can only view Expenses of the people whose timesheet you can review.  You will see the total number of expenses pending your review from the Dashboard. Click Expenses Pending in the Dashboard to view pending expenses.

Click on the name of the status to see expenses in that status. Click on the name of the status under the status column for the expense whose status you want to change. You will see a list of options. Denying an expense requires an explanation.  An email will go to the creator of the expense explaining the reason for the denial.

Note: Change a status to Pending to allow the creator of the expense to make edits.

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: By default, weekly comments cannot be edited and function as a matter of record for the timesheet. Administrators may allow the editing of weekly comments by enabling the option under Settings.

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.
    2. 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.

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.

Switching from Day View to Week View

Simply click Week View above your timesheet.

Remind users to submit timesheets

Administrators can schedule a notification to be sent at a regular time to remind people to submit their timesheet. The notification can go out weekly, bi-weekly, or semi-monthly. The notification will go out the last day of the period. If your weeks are configured to end on a weekend, the notification will go out the Friday prior to the weekend.

Click on Settings then Notifications. Click Edit. Schedule the reminder and click Save.