Recording calendar time

Last modified 08:04, 24 Apr 2017

Overview

The Calendar Entry method captures time depending upon what view you select to display your Timesheet in. 

Options

With a calendar entry timesheet you can select to display your Timesheet so that you:

  • see the days of the calendar month you have chosen.

  • can view the calendar month as a:

  • Daily Timesheet

  • Weekly Timesheet

  • Monthly Timesheet.

  • can change the start and end date of the view you choose.

  • can break down the view you choose into different time intervals or scales:

  • 5 minutes

  • 6 minutes

  • 10 minutes

  • 15 minutes

  • 30 minutes

  • 60 minutes.

You can enter your time against these intervals or choose to use the automatic timer.

Enter time

  1. Create or open a Timesheet.

  2. Select Calendar Entry mode in the Timesheet User Settings window.

  3. If you have chosen a Daily or Work week view, choose a Time scale if required.

    You have a choice of different views and  time scales to record time.

    Choose any combination from the Task Bar.

    Timescale

    Select the Time scale from the Task Bar at the left of the Timesheet.

  4. Right-click and choose Create Timesheet Entry from the pop-up menu.
    Create Timesheet Entry

The Timesheet Calendar Time Entry window opens.

Timesheet Calendar Time Entry window

 

Note

If you untick the Search by task name box you can search by the task code.
  1. Enter information into the following fields:

    • Client

      Select the client from the drop down list.

    • Assignment

      Select the assignment from the drop down list.

    • Schedule

      If a selected assignment has a schedule/stage of tasks attached, it will allow you to select one from a drop down list. It does not apply if the field is greyed out.

    • Task

      Select the task from the drop down list.

    • Units (hrs) or use the Automatic Timer to record the time

      Type the amount of time spent on the task or click the automatic timer to insert the time.

    • End Time

      Select the charge rate from the drop down list

    • Charge Rate 
      You may see this field and others depending upon the needs of your practice.

      Select the charge rate from the drop down list.

    • Comment  (Type supporting information that might be needed about the task you completed into the Comment column).

      If necessary, you can type additional information about the task in this panel.

  1. Click Apply and return to Step 4. Otherwise, click Apply and OK.

  2. If there are:

  • more entries to add later, click the Draft  Draft button button.

    The Entry Status window does not change (from Draft)

  • no more entries to add, click the Submit Submit button button.

    The Entry Status window will change to show Submitted.

  1. Close the Timesheet.

Related

Page statistics
380 view(s) and 4 edit(s)
Social share
Share this page?

Tags

CCH Practice Management

Comments

You must to post a comment.

Attachments

 

 | Cookie Policy | Copyright | Privacy Policy Terms of Use | Contact Us |