Managing Time Entries

  1. Creating a Time Entry
    1. Time Entry Calendar
    2. View Timekeeper's Minimum Daily Hours
    3. View Timekeeper's Billable Only Hours
  2. Searching for a Time Entry
  3. Copy/Move Time Entries
  4. Setting Up a Recurring Time Entry
    1. Search Recurring Time Entry
    2. Edit Recurring Time Entry
  5. Analytics
  6. Time Entry Settings
  7. Make Tasks a Required Field
  8. Task/Activity Codes
  9. Disable Task Codes Field
  10. Set Rolling Lockout Dates on Time and Expense Entries
  11. TimeCard Categories
  12. FAQ's
    1. Missing Time Entries When Printing the 'Time Entry' Screen

Time Entries

Users can create time entries under the  Time>Time Entry tab.

Time Entry Calendar

By default, all time entries will be created on the current date. To change the date of the entry, select the appropriate date from the calendar on the left side of the Time Entry screen.

Users can see the breakdown of hours based on billable type as a tooltip on the calendar when they hover over the entry date.

The tooltip shows information based on user permissions. Click here to learn more about user permissions.

A user who has ‘Can View and Override Rate’ permission enabled will see the breakdown of Hours as well as the Amount. If this permission is disabled, the users will only see the breakdown by Hours in the tooltip.

Here is how users can see the Tooltip, when ‘Can View and Override Rate’ permission, is disabled.

Here is how users see the Tooltip, when ‘Can View and Override Rate’ permission, is enabled.

Note: Tooltips are always displayed whether the user has permission, but the Amount column only shows up when the user has ‘Can View and Override Rate’ permission enabled.

Note: If 'Saturday' is missing from your calendar view, it may be because your browser is set on a below 100% zoom. This is especially the case for Firefox. You may also lose the calendar altogether if you over-zoom on the page (100%+).

 

View Timekeeper’s Minimum Daily Hours on the Calendar

The Time Entry Calendar also displays a red dot if the minimum daily hours have not been recorded or if there are zero hours recorded on a weekday. When a user hovers over the red dot, the tooltip displays recorded hours for the day based on the hours defined against the ‘Minimum Daily Hours’ field. If this field is left empty, the red dot is not displayed. 

The red dot indicator acts like a quick alert for the users ensuring that the Timekeepers meet the firm’s minimum daily hour requirement. Also, the Timekeepers do not have to be reminded to complete the hours.

Minimum_Daily_Hours_CalendarMain-1

Minimum Daily Hours’ can be defined from the Time>Settings screen. 

Click here on Time Entry Settings to learn more about the Settings screen. 

Minimum_Daily_Hours_Settings

View ‘Billable Only’ Hours on the Calendar 
The Time Entry Calendar can also be set up to show only ‘Billable Hours’ as the daily hours total. Users can set it up to display either as ‘All Time’ or ‘Billable Only’ time.

The latter allows users to view how many billable hours the Timekeeper has entered for the day so they do not have to run a report or click on each day to view details.

 Billable_Only_Hours2-1

To display 'Billable Hours' on the calendar, select ‘All Time’ or ‘Billable Only’ as desired against the ‘Show on Calendar’ option under the ‘Account>Timekeepers>Permissions’ tab.  

By default, ‘All Time’ is selected which includes the billable, non-billable, and no-charge hours.

Timekeeper_Permissions_Calendar

Creating a Time Entry

For - the timekeeper the entry will be made for. Start typing the timekeeper name or double-click on the field for a drop-down list of all accessible users.

Note: the 'For' field only displays if the user has access to create entries for all timekeepers.

Matter - if the Matter belongs to a Task To-Do, click on the Plan Task To-Do link above the calendar to pull all Matter and Plan Task details from the Task into the time entry fields. Otherwise, start typing the matter name or double-click on the field for a drop-down list of all accessible matters.

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Task Code - Start typing or double-click for a drop-down list of all your Task/Activity codes. If a Plan Task To-Do was selected which had a forced Task Code enlisted in it, the user will not be allowed to edit this field.

Billable Type

  • Billable – the amount will be included in the invoice.
  • Non-Billable –the amount will not be included or appear on the invoice. It is in the background for reporting purposes.
  • No Charge –will show on an invoice, but with a zero dollar amount (it will appear as ‘no charge’ written next to the time entry).

Note: The Billable Type drop-down will only be available to those timekeepers who have been granted permission by the firm admin. If the user cannot view this field, it means every time entry will automatically follow definitions for the matter or task.

TimeCard Category - this field is only visible if these have been created under Time>Settings>TimeCard Category.

Hours / Start Timer - if the user opts to Start Timer, click on the Save & New button to activate the timer. To stop the timer, either click on the stop icon on the top bar of the screen, or on the rotating clock towards the bottom of the Time Entry screen. The user can start and stop the timer as many times as required. Hovering the mouse over the running timer at the top of the screen will show Client-Matter Time Entry details.

Show Stop/Start Time - if this is enabled under Time>Settings>General, the user will not be able to see the Start Timer field. Stop/Start Time fields will have replaced it.

Rate - changing this will override the default timekeeper/task/matter rate. The ability to change the rate is available for administrators and those timekeepers who have been granted permission by the firm admin. TimeSolv’s rates are a form of hierarchy:

Timekeeper Default – this is the preselected default rate applied in the timekeeper’s individual settings for their typical rate. When no alternative is specified, this default rate will always be applied.

Task then Timekeeper Default – selecting this option means Timekeeper Default will be the standard rate applied unless the task code chosen for the entry has its own specified rate. The task code rate will then override any Timekeeper Default rate. 

Global Rate – global rates are the customized rates saved under the Global Rates section. Assigning a global rate to a client means that you have the benefit, for example, of giving the client a discounted rate of x% for all their time and expense entries. Or, for example, an ongoing case spanning over numerous years, can have a ‘2015 rate’ applied to it. 

Task then Global Rate – selecting this option means Global Rate will be the standard rate applied unless the task code chosen for the entry has its own specified rate. The task code rate will then override any Timekeeper Default rate. 

Matter Rate – matter rates are applied at the matter level. So if an individual matter needs a specific rate applied to it, then under Clients>Clients & Matters>[matter name] you would select Matter Rate under the ‘Rate By‘ field. You will then need to Save this selection in order to activate the grey Edit Rates button below the Rate By field, and thereby specify the matter rate.

Task then Matter Rate – selecting this option means Matter Rate will be the standard rate applied unless the task code chosen for the entry has its own specified rate. The task code rate will then override any Timekeeper Default rate. 

Enter fixed amount - Enter a fixed fee. The user must have the appropriate permissions in place to enter a fixed fee. This can be set under Account>Users>[user name]>Permissions>Can View and Override Rate?

Description - text will autofill from any Task Code selected. Time Entry descriptions can appear on invoices and reports. Click on the document icon next to the descriptions box to view a list of available abbreviations. Click on the sync icon to replace abbreviations with saved phrases. Alternatively hit the space bar after an abbreviation to activate it.

Please do not use double quotes in descriptions if you plan to use CSV versions of files for reports, as this disrupts the descriptions to be spread across fields. 

Save & New - Saves the time entry and starts the timer if selected. 

Save & Duplicate - save the time entry and starts the timer if selected, while auto-populating time entry fields to the same as just created. 


Once the new time entry is created, it is listed at the bottom of the Time Entry screen. 

Clock icon - Resume time

Document icon - view time entry details

Edit - make changes to the time entry. All time entry details will be pulled back into the fields above and an 'Update' button appears.

Copy - duplicates this time entries details back into the fields above. 

Delete - remove the time entry.


For approvals, click here to view the process.

 


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Searching for a Time Entry

TimeSolv provides a quick and easy way to see all time entries without having to run a full report. Many times you want to find entries for a particular matter or client to either add more time or review the status of the time entries.

Click on Time>Search.

Search criteria - search for any term, whether it is a Timekeeper's name, client name, matter name, or even specific text in the description of the time entry.

Date range - narrow the search down to a specific date range.

More options -

  • Professional - Type, or double-click in the field for a drop-down list of all your staff. This field only displays if the user has access to create entries for all users.
  • Client - Matter - Type, or double-click in the field for a drop-down list of all your Client-Matters.
  • Status - New, Rejected, Submitted, Approved, Pending, Billed, Written Off, NB Closed
  • Timer - All (will pull all the Time Entries with running and not running timers), Running (will filter the Time Entries which have running timers), Stopped (will filter the Time Entries which have no running timers)
  • Billable Type - billable, non-billable, no charge

New Time Entry - will open a pop-up window within the app to enter a new time.

 


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Copy/Move Time Entries

Click on Time>Search>Copy/Move button on the top right of the screen.

Copy/Move - after searching time entries, when the user selects multiple time entries an option allows to copy or move the time entries. Clicking on this will open a pop-up window.

Difference between Move and Copy:

Move - means replacing the original user, Date, Matter, Task Code and/or Sub Task Code with the ones (optionally) selected in the time entries. 

Note: Approval history records of the time entry, to be moved, are deleted.

Copy - means creating a duplicate of the time entry and replacing these attributes with the specified values. Rates are calculated as per Client/Matter rate. The total amount is calculated as per rate and hours.

The specified value overwrites the value in the time entry when the time entry is copied or moved. When no input is specified, the original value from the selected time entry is retained.

Below are some constraints when moving/copying entries:

  • Professional - if the Professional is not assigned to the Matter to which the Timekeeper is being copied/moved, the user cannot create or move the Time Entry unless they are the firm Admin.
  • Matter - if a Time Entry causes the matter to exceed budget and 'prevent exceed' is enabled, the user cannot copy/move the Time Entry.
  • Task Code - if the original Time Entry has a matter setting different from the new Matter and the required Task Code or Sub-Task Code is missing, the user cannot copy/move the entry.
  • Split Time Entries - cannot be moved. 

 


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Setting Up a Recurring Time Entry

Like the Recurring Expense Entries, ‘Recurring Time’ entries can be set up where users can select a ‘Frequency’ and an 'Interval' at which the system will create the recurring time entries automatically. 

The Recurring Time Entries feature can be enabled by checking the 'Enable Recurring Time' checkbox under the Time>Settings>General tab.  

Click here on Time Entry Settings to learn more about the Settings screen.

Recurring_Time_Entries

 

Create a New Recurring Time Entry

To create a new Recurring Time entry, select ‘Time>Recurring Time’ from the Main Menu and then click on the ‘New Recurring Time Entry’ link on the top right corner of the screen. 

Timekeeper - Start typing the Timekeeper’s name or double-click on the field for a drop-down list of all accessible users. 

Matter -Start typing the matter name or double-click on the field for a drop-down list of all accessible matters.  

Activity Code - Start typing or double-click for a drop-down list of all your Task/Activity codes. If a Plan Task To-Do was selected which had a forced Task Code enlisted in it, the user will not be allowed to edit this field.

Billable Type  

Billable – the amount will be included in the invoice. 

Non-Billable – the amount will not be included or appear on the invoice. It is in the background for reporting purposes. 

No Charge –will show on an invoice, but with a zero-dollar amount (it will appear as ‘no charge’ written next to the time entry). 

Note: The Billable Type drop-down will only be available to those timekeepers who have been granted permission by the firm admin. If the user cannot view this field, it means every time entry will automatically follow definitions for the matter or task.

 

Hours – enter Timekeeper’s hours or time value.   

Rate - changing this will override the default timekeeper/task/matter rate. The ability to change the rate is available for administrators and those timekeepers who have been granted permission by the firm admin. TimeSolv’s rates are a form of hierarchy.  

To learn more about how this hierarchy works, click here on Rates.  

Switch to Fixed Amount - Enter a fixed fee. The user must have the appropriate permissions in place to enter a fixed fee. This can be set under Account>Users>[user name]>Permissions>Can View and Override Rate

Frequency can be set up on the following basis: 

Daily – creates daily entries Every ‘x’ number of times between the dates selected in the ‘Next Date’ and the ‘End Date’. 

Weekly – creates weekly entries Every ‘x’ number of times between the dates selected in the ‘Next Date’ and the ‘End Date’. 

Monthly – creates monthly entries Every ‘x’ number of times between the dates selected in the ‘Next Date’ and the ‘End Date’. 

Annually – creates annual entries Every ‘x’ number of times between the dates selected in the ‘Next Date’ and the ‘End Date’. 

Stopped – Select this option if you want to stop the recurring time entry schedule at any time. 

Every - ‘Every’ defines the interval for each frequency. 

Next Date - the date on which the next Recurring Time Entry will be created automatically. 

End Date - the date on which the system will stop creating the Recurring Entries.

For example, if the user is creating a new Recurring Time Entry, selecting the ‘Daily’ frequency, and entering a value of ‘1’, the system will automatically create one (1) Time Entry every day starting from the selected ‘Next Date’ up to the selected ‘End Date’.

Another way would be to set it up for two Recurring Time entries to be created every two weeks or every 15 days.

Description - if the user is using activity codes, the description of the activity code will pre-fill into the time entry description. If using sub-activity codes, the sub-activity code will be used as the pre-filled description unless you check Activity Code Description Only. 

Document icon - lists abbreviations for frequently used words, phrases, names, or sentences that can be used to quickly enter descriptions.

Refresh icon - click on it to refresh the list of abbreviations if you have added new abbreviations under Account Settings.

Caution: Please do not use double quotes in descriptions if you plan to use CSV versions of files for reports, as this disrupts the descriptions spread across the fields. 

New_Recurring_Time_Entry

Save & New - Saves the time entry and clears the fields to enter details for a new time entry.  

Save & Duplicate - save time entry and auto-populates fields with the same values as the one just created. 

 

Once the new time entry is created, it gets listed on the Recurring Time screen with the following details: 

Client/Matter – to which the Recurring Time Entry belongs. 

Timekeeper – responsible Timekeeper. 

Activity Code – if Activity Codes are used, they will be listed. 

Hours – the number of hours the Timekeeper is required to enter 

Rate – the Timekeeper’s Rate. 

Total Amount – calculated 'Hours' x 'Rate'. 

Frequency – lists the type of recurring Frequency. 

Next Date – the date at which the next Recurring Time Entry occurs. Hovering over the icon next to the date lists all previous entries in this schedule with dates and statuses.

Recurring_Time_Entry_History

End Date – the date on which the last recurring entry will be created. 

Document icon - hovering over the document icon next to the 'Edit' link lets users view a summary of the time entry. 

Recurring_Entry_Summary_Details

Searching Recurring Time Entries 

Click on Time>Recurring Time

Search criteria - search for any term, whether it is a Timekeeper's name, client name, matter name, or even specific text in the description of the time entry. Users can enter full name or part of the name and if it matches anything in the query, it will be listed in the search results.

Active – from the dropdown, select ‘Active’ or ‘Inactive’ Recurring Time Entries or select the ‘All’ option to bring up all recurring time entries. 

Search – hit the search button to bring up the results based on the selected criteria. 

Reset – clear the search parameters and start a new search.

Editing Recurring Time Entries 

Recurring Time Entries appear listed at the bottom of the Time>Recurring Time screen. 

Document icon - view summary of the time entry.  

Edit - make changes to the time entry. All time entry details will be pulled back into the fields above and an 'Update' button appears. 

Delete - delete the recurring time entry.  

Edit_Recurring_Time_Entry

 

 


Analytics

Timekeepers can view an analytics dashboard on the Time Entry and Expense Entry screens. 


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Time Analytics Dashboard:

The Time Entry screen analytics dashboard shows a summarized view of the Timekeepers Time-related performance metrics.



If the user is a Timekeeper, their name will be selected by default. All the Timekeepers the user has access to will be displayed in the drop-down list.

If the user only has access to their own Time Entries, the drop-down will display only the logged-in user’s name.

If the user is a support user with access to specific Timekeepers, the drop-down list will not show the logged-in user's name, in which case the first Timekeeper from the list will be selected by default.

  • Day
  • Week
  • Month
  • Quarter
  • Year
  • Custom Range

The following analytics charts are available to view:

    • Line Chart to show the Actual vs Target Billable hours and amount.
    • Comparison of current and past year performance:
      • Total Hours
      • Billable Hours
      • Invoiced Hours
    • Breakdown of hours based on the billable type.
    • Top Clients by:
      • Hours
      • Amount

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    Time Analytics Dashboard Permissions

    1. Staff Member drop-down shows the same users that are shown on the Time Entry ‘For’ dropdown. If the user only has access to his/her own time entries, the drop-down will display only the logged-in user’s name.
    2. If 'Can View and Override Rate?' option under Account>Timekeepers>Permissions is unchecked this will:
      1. Hide the Metrics bar on Time Dashboard 
      2. Hide the Amount button on:
        1. Target vs Billable chart.
        2. Top Clients chart
    3. In the Top Clients chart, only the Clients for which Time has been entered will be displayed.
    4. Fiscal Year Start Month setting is reflected in the following charts:
      1. Target vs Billable
      2. Hours Trends

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    Time Entry Settings

    Click on Time>Settings.

    Billing Increment (Hours) - for example, 15 minutes (a quarter of an hour) is entered as 0.25 (a quarter of 1). If the user enters 0 as a billing increment, time will still be calculated microscopically (at a billing increment of 0.007). Billing increments can be set at the Client-level too, under Clients>Clients & Matters>[Client name]>General>Billing Increment. Click on the 'Override Firm Setting' to enable a Client-level billing increment. 

    Note: Administrators need to be cautious when changing a billing increment for the whole firm. When a timekeeper’s timer is running or is restarting, it will mess up their time log if the increment is changed in the middle of running time.

    Time Entry Lock Out Date

    Allow Entries for All Dates - no restriction for time or expense entry date for all users. 

    Allow Entries On or After Date - a non-admin user can only add/update time or expense entries on or after the date of specified settings. By default, the past or future days will show as zero.

    Allow Entries During Rolling Period - a non-admin user can only add/update the time or expense entry if the date is within the range of allowed days. E.g. If the date of time or expense entry is prior to the number of allowed past days or after the number of allowed future days.

    Time Internal Note Shown - allows users to add internal notes to time entries. This will not appear in any of the clients' correspondence. The label ‘Time Internal Note’ can be customized.

    Task Label - customize the label according to your business needs. Choose from Task, Event, or Activity. 

    Prompt for Delete Confirmation - a pop-up message will ask for confirmation before a time entry is deleted. If this is not enabled, there will be no warning message before deleting a time entry, and there is no way of recovering an accidental deletion.

    Specify the Time Tax Rate (%) - this is a useful feature for those who need to place a tax on their time OR are looking to place an administrative fee. For example, if you have an admin fee of 3% of the time billed, you will enter 3% in this field. For entering tax rate, this is where you would enter the default global tax rate. If you need a more specific rate, you can override this rate at the Client>Settings level.

    Minimum Daily Hours - if you want to keep track of the time required for a Timekeeper to meet the firm's daily hour requirement, enter hours here. If the Timekeeper does not record the minimum daily hours or if there are zero hours recorded on a weekday, a red dot appears on the Time Entry Calendar. 

    When a user hovers over the red dot, the tooltip displays recorded hours for the day based on the hours defined in this field. If this field is left empty, the red dot is not displayed.

    Enable Time Approvals by Matter - if you have an approval system set up at the matter level, you can toggle the approval system on and off from here. Having an approval system means that you can monitor and confirm time entries made for a specific matter. If you have both Énable Time Approvals by Matter and Enable Time Approvals by user boxes checked, the matter level approval system will supersede the user-level approval system.

    Enable Time Approvals by the user - if you have an approval system set up at the Account>Timekeeper level, you can toggle the approval system on and off from here. Having an approval system means that you can monitor and confirm time entries made by a specific timekeeper. If you have both Énable Time Approvals by Matter and Enable Time Approvals by user boxes checked, the Matter level approval system will supersede the user level approval system.

    Automatically Submit Time Entries for Approval - when a user or an approval matter is saved, it will automatically be sitting and waiting for approval in the approver’s account. If this box is unchecked, a 'Submit' button will appear on the time entry screen. The time entry will not be submitted for approval until the user clicks on the 'Submit' button.

    Notify Approvers via Email - email notification will be sent out to an approver at midnight and then at 8 am to notify them that there are approvals waiting for them. An approver will not be inundated with emails each and every time entered. If this box is unchecked, it is up to the approver to log in and check to see if there is any time entry waiting to be approved.

    Show Start/Stop Time - this gives users two fields on the time entry screen to specify a start time and an end time. The system will work out the billing hours for users, according to the billing increment setup and rates. Toggling this feature on will remove the stopwatch timer feature on the time entry page.

    Allow Total Amount Entry - three fields will be shown on time entry screen - the number of hours, the rate, and the total amount (the calculation of the first two). For example, the user's rate is $100 an hour, and the user enters 0.5 in the hours field, which will show a total amount of $50. This total amount of $50 will appear in a third field, open to adjustments by the user. E.g., instead of specifying charging hours, the user charges a set amount of $300, and the system will record this as three hours charged at $100 an hour.

    Set Time Entry Description - if the user is using task codes, the description of the task code will pre-fill into the time entry description. If using sub-task codes, the sub-task code will be used as the pre-filled description unless you check Task Code Description Only.

    Task Code Description Only - not applicable to the TimeSync tool. 

    Task Code Option -

    • Not Displayed – field will not appear on the Time Entry screen.
    • Required – field will appear on the Time Entry screen, and the user will be forced to choose a Task Code before being able to create the entry.
    • Optional – field will appear on the Time Entry screen, but will be optional.

    Sub-Task Code Option -

    • Not Displayed – field will not appear on Time Entry screen.
    • Optional – field will appear on the Time Entry screen but will be optional.
    • Required – field will appear on the Time Entry screen, and the user will be forced to choose a Sub-Task Code before being able to create the entry.

    Clear Duration and Description on Save & Duplicate -this will blank out the following fields when the user clicks on the ‘Save & Duplicate‘ button on the Time Entry screen:

    • Start/Stop Time
    • Hours
    • Internal Notes
    • Description

    Minimum_Daily_Hours_Settings_Large2


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    Make Tasks a Required Field

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    Click on Clients>Clients & Matters>[matter name]>Matter Plan tab.

    Enable  Plan Task Required on Time and Expense Entry checkbox.


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    Task/Activity Codes

    Task/Activity rates can be by the hour or by the task. For example, users may charge by the hour for fact-gathering, or charge a flat fee each time a budget is prepared for the client.

    Note: If a Task Code rate is not included, the Timekeeper rate is applied. 

    To setup Task/Activity codes:

    Click on Time>Settings>Task/Activity Codes tab.

    Note: Users can create multiple Codes using the same UTBMS code so that firms can use their own internal codes that are then translated to a specific UTBMS code when generating LEDES invoice, and all associated entries can be aggregated and charged against the same UTBMS code in a LEDES invoice.

    Edit code - click on the code.



    Create new code - click on the New Task/Activity Code button.


    Delete code
    - users can only delete Task/Activity Codes if it has never been used, to avoid corrupt data. 

    Description - what shows entering the Task/Activity Code. For example, you may have a code AA101, and you try to type it in the codes field under time entry page, nothing will come up in the auto-population unless the code number is included in this description field.

    Please do not use double quotes in descriptions if you plan to use CSV versions of files for reports, as this disrupts the descriptions to be spread across fields. 

    Narrative - narrative supersedes description (above field) when the Task/Activity Code is selected. The narrative is the default message that pre-fills into the time entry description. This is a useful field if you want more than just the description of the Activity Code to show up.

    Rate - the dollar/other currency amounts.

    Rate type - If the user enters a rate, they will be forced to select a rate type - either hourly, or activity/task. If you wish to change the rate amount (above field), you will first have to change the 'Rate Type' field back to the 'Select rate type' option.

    Billable Type

    Summarized? - a single Time Entry appears on the invoice when a Time Entry is created with the same:

    Timekeeper 
    Task code 
    Sub-Task code 
    Matter 
    Date 
    Plan task to do

    Taxable? - This field may also be used for admin fees. If you have a set rate for admin fees, you can enter it here.

    Active? - enable and disable this code by toggling the checkbox.


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    Disable Task Codes Field

    To disable Task Codes field for specific matters:

    1. Click on Clients>Clients & Mattters>[matter name]>General tab. 
    2. Specify Task Code Option as 'Not Displayed' – it will not appear on Time Entry screen when this specific matter is selected.


    To disable Task Codes field universally:

    1. Click on Time>Settings.
    2. Specify Task Code Option as 'Not Displayed – it will not appear on Time Entry page.

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    Set Rolling Lockout Dates on Time and Expense Entries

    Note: An admin user does not have any lockout restriction.

    Click on Time/Expense>Settings
     Allow Entries for All Dates - no restriction for time or expense entry date for all users. 

    Allow Entries On or After Date - a non-admin user can only add/update time or expense entries on or after the date of specified settings. By default, the past or future days will show as zero.

    Allow Entries During Rolling Period - a non-admin user can only add/update the time or expense entry if the date is within the range of allowed days. E.g. If the date of time or expense entry is prior to the number of allowed past days or after the number of allowed future days.


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    TimeCard Categories

    This feature enables users to report and track their time for the assigned tasks.

    Time>Settings>TimeCard Category Label New TimeCard Category.

    Label - customize the label to suit your business needs. 
    New TimeCard Category - a new window will pop up to specify the name and description:
    Once created, it will be visible under the Time Entry screen as a field.
    To view TimeCard categories in reports.
    1. Click on Reports>Time Entries. 
    2. Select Report Output Format as CSV or PDF.  Currently, the only way to view TimeCard Categories in Reports is to export as a CSV or PDF file.

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    FAQ's

    Missing Time Entries When Printing the 'Time Entry' Screen

    Some users have reported that when trying to print the Time Entries screen, Chrome drops off some entries. TimeSolv suggests users print the Time Entries screen using either Firefox or Safari to avoid dropping entries for print.