Daily Time Sheet Fields

This section describes the daily time sheet fields and actions.

Card Part Fields

Field Description
Employee This field displays the employee name and number related to this time sheet.

If you have the necessary permissions, this field displays as a drop-down list and you can select the name of other employees to view/edit their time sheets.

Time Sheet Status The time sheet status displays as follows:
  • Due - This time sheet is in the process of being completed and has not been submitted. You can enter time sheet data and edit time sheet data.
  • Submitted - The time sheet is submitted for processing, but is not approved. You can open the time sheet, but you cannot enter or edit time sheet data unless your security access allows you to resubmit time sheets.
  • Approved - The Header portion is approved but that certain lines may need approval from the project manager.
  • Fully Approved - The time sheet is approved and is ready for posting.
  • Rejected - The time sheet can have this status if one or more of the lines have been rejected by the approver.

Card Part Actions

Button Description
Date Range Display Click this link to access the calendar, then select the appropriate day to enter time sheet information. You can also use the arrow buttons on either side of the link to navigate to a different day.
Click this icon to refresh data in the current workspace.
Save Click this action button to save changes to the current record. After saving changes, the record status updates accordingly, and the Save action button is disabled until additional changes are made.
Revert Click this action button to undo changes made to the current record, or to any of its lines.
Create

Click this action button to create a time sheet.

Submit

Click this action button to submit a record for approval. After submission, the record status is updated, and this action is disabled until you make additional changes.

Other Actions

In the Daily Time Sheets workspace, this drop-down list includes the following actions:

  • Reopen - Select this action to reopen a closed/approved time sheet.
  • Print
  • Copy From - Select this action to copy lines from a daily time sheet, and add these lines to the daily time sheet you are currently working on.

Table Fields

Field Description
Keep Select this field to automatically copy this line from the previous period at the creation of time sheets. New lines created will inherit this status, which means that they will automatically be copied to all new time sheets until you remove the mark from this field on the lines in question.
Favorite In this field, you can select a favorite.
Note: Choosing a favorite may change other details specified for the time sheet line, such as the job or task.
Customer Use this field to specify the customer for whom you are charging time.
Job No. Use this or the Job Name field to specify the job for which you are charging time.

Filling out one field will auto-populate the other.

Job Name Use this or the Job No. field to specify the job for which you are charging time.

Filling out one field will auto-populate the other.

Task This field is available if the phase you selected has associated tasks.
Daily Description Enter a description of the task specified on the current line.
Hours Enter the hours of work spent on this task for this day.
Status This field displays the time sheet line's approval status.

Table Actions

Button Description
The Row Tools icon allows you to add lines/information to the lines of a record.

For time sheet lines, choose from the following actions:

  • Insert Time Sheet Line
  • Delete Time Sheet Line
  • Create favorite - Select to save the current line as a favorite. Afterwards, this line appears in the Favorites workspace.
+ Add Time Sheet Line Click this action to add another entry line to the bottom of the time sheet.
Click to export the rows from the current table to a spreadsheet.

Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive.

Click to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows.

Click to maximize the table view.

Click to restore the default display size of the table.

Click to open the Customize Columns window.

Click Collapse / Expand to toggle the expand / hide detail feature in daily time sheets.

Summary Lines

The lower section of the Time Sheet form displays time sheet totals for the whole time sheet.

Field Description
Total This field displays the total hours for each day as well as the total hours for the week.
Regular This field displays the difference between the total number of hours entered and registered overtime for the day.
Note: This field is shown only when the Exclude Overtime from Balance check box is selected on the employee's record.
Fixed The fixed number of hours as defined by your administrator on your employee card. This may just be for reference, or a separate setting may also require you enter a minimum of the fixed hours before you submit the time sheet.
Balance The difference between the number of hours you entered and the Fixed number that are required of you per your employee card.
Overtime

This field shows the calculated overtime for the day.

This is calculated as the sum of all time sheet lines that have a selected Overtime Spec. where the Include in Regular Time field is deselected.

Note: This field is shown only when the Exclude Overtime from Balance check box is selected on the employee's record.
Check-in Time This field displays the employee's total check-in time registered for the current day.
Check-in Balance This field displays the employee's total remaining balance for the current day
Invoiceable % This field displays the total hours entered in the table that are against billable activities, represented as a percentage.