Quick Timesheet
(v3.4) Quick Timesheet page was added to dashboard. This page will allow a user to quickly add calendar items to create a timesheet.
Permission
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In order to access the Quick Timesheet page, the user will need the Quick Timesheet permission under User Maintenance
Access
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To access the page, click on Quick Timesheet from the dashboard menu
Use
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First select the user in which these calendar items will be created for.
Enter Subject
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This is the subject that will be used on the calendar item
Select Activity
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Select the activity code for the item. If the service does not have an activity, you can leave blank.
Select Program
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Select the program code for the item. If the service does not have a program, you can leave blank.
Select Location
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Select the location code for the item. If the service does not have a location, you can leave blank.
Enter Date
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Enter the date of the appointment (MM/DD/YYYY)
Enter Start Time
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Enter the start time of the appointment. (HH:MM AM/PM)
Enter End Time
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Enter the end time of the appointment. (HH:MM AM/PM).
Enter Duration
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If you change the End Time, the duration will automatically update. You can override the duration by changing the number here. The appointment will be for the start/end time, but the duration will be the value you overwrote.
Select Contact
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Begin typing the contacts last name, and you will be presented with contacts in the system. Select the contact you would like to link to this appointment.
Expense
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Optionally, select an expense for the appointment.
Add item
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Click the add button to add the row to the grid
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When an item is added to the grid, the calendar item is created, and will be visible on the users calendar.
Create Timesheet
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Clicking the Create Timesheet button will create and submit a timesheet for the items added to the grid. The grid will then clear, to allow new items to be added.
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Copy Down
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Ticking the Copy Down check box will copy all currently set values onto the new row after clicking the add button