Recording calendar time

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    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.

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