Add a Charge Favorite to Your Timesheet

 

Use the Add Charge screen to add a Charge Favorite to your timesheet.

 

To add a charge favorite to your timesheet:

1. With your timesheet open, click Charge Favorites on the menu to search for the desired charge.

Your Charge Favorites display.

2. Scroll to the desired charge and click Select Charge on the menu.

The charge is added to your timesheet, or the Add Charge screen opens if Quick Add is not selected in User Options or if the charge is incomplete or invalid.

3. If the Add Charge screen displays, scroll to appropriate field (for example, project), and click Lookup on the menu.

The number of charge fields that display depends on how your system is configured.

4. As needed, update other options on the Add Charge screen including the following:

Select the Auto Populate check box to automatically add the charge to your timesheet.

Select the Add to Favorites check box to add the charge to Charge Favorites.

Select the Holiday check box to identify this as Holiday.

Select the Leave check box to identify this as Leave charge.

5. After completing all your changes on the Add Charge screen, click Update Timesheet to add the charge to your timesheet.

 

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