Global Comments Tab of Company Timesheet Configuration

Use the Global Comments tab to add, copy, delete, edit, or review global timesheet comments for the active company. The comments entered on this tab are available to all Timesheet users in the company and can help identify or classify specific time and labor entries on individual timesheets.

You can make global comments available as detail items on invoices and project reports.

You can sort information on the Global Comments tab by comment.

Contents

Grid Options

Field Description
Comment Enter a comment in this field. The comment is available to all users when they enter their timesheets. Users can enter global comments on their timesheets to help identify or classify specific time and labor entries.
Memo Box You can edit a comment directly in the memo box. However, the memo box does not have all of the formatting capabilities of the Text Editor.
Drop-down

Click the drop-down arrow on a grid header to complete any of the following actions:

  • To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.

Not all options are available on all grids.

Insert

Click this option to add a new comment to the Global Comments grid. When you click Insert, Vision inserts a blank row on the grid, directly below the currently select row, where you enter the new global comment.

After you insert a new row, you can enter the comment directly in the memo box at the bottom of the screen, or you can click Edit to access the Vision Text Editor and enter information.

Copy Click this option to copy the currently selected comment to a new row on the Global Comments grid.
Delete Click this option to delete the currently selected comment from the Global Comments grid.