Beyond SoftwareTime Entry
Weekly Timesheet ◦Time Entry
Agenda
Accessing Timesheet Entry
Select Timesheet Entry on the Home screen
Or Projects|Weekly Timesheets from Toolbar
Time Entry - Header Fields
• Resource ID – Your identification in Beyond Software (will default to you)
• Resource Name – Your name (will default to you)• Previous – Use to move to a week previous to the week showing• Week of - Select the date from the calendar based on which week
time is performed• Can enter date• Can select date using calendar
• Next - Use to move to a week after the week that is showing• Approve All – Use to approve timesheet detail shown in the screen
Time Entry – Save As
• New timesheets can be started from scratch; or• A previous timesheet using Save As
• Select the week to use as a template• Click Save As• Select the week for the new timesheet• Determine if you want to keep any comments from the previous timesheet• Click ok• A new timesheet is created with all the projects from the previous timesheet, with
no hours carried forward
Time Entry – Detail
Enter time in the Detail sectiono Project
Click the Lookup to select the desired project from the
list and a pop-up screen will appear In the pop-up screen, scroll to the project or use the blank
field at the top of a column to filter to the project To Filter, enter what the desired record starts with and use
the Tab key to move to a new field. This will filter the records Once the project is found, double click on it to populate the
timesheet. Or use the down arrow to select a project from the Recently
Used Project list Project Description and Customer information will default from
selected project
Time Entry - Detail
◦ Task – Use the down arrow to select the desired task◦ Hours
Directly enter the time in the Day/Date field, OR Use the Timer to track time
Click in the time field below Day/Date and click the Timer The Timer will open If there are multiple projects entered on the timesheet, select the
Project/ Task to record time on Click start Pause the Timer by clicking pause Stop the Timer by clicking stop Once the timer is closed, time will automatically populate the time
field on the timesheet grid If you want to change time, the timer time can be overwritten
Note: If the timer screen is open, the only way to enter time into another Project/Task is via the Timer screen
Time Entry - Detail
Project Account – will auto populate based on default values already established
Labor Category - will auto populate based on default values already established
Pay Category – will auto populate based on default values already established
Comment - use this field if you need to enter additional information about the time entered, such as detail on work performed, if the work is billable, etc.
Task Complete – select this when a task is completed. This will set the task status to complete in Project|Task tab.
Columns can be moved and reordered by clicking and holding the column and moving it to where you want it
Use Save at any time to save the timesheet
Time Entry
To delete a line item in the time entry grid, click on the Remove filed for the row and it will be deleted when the timesheet is saved
When completed for the reporting period, click Send on the toolbar and send to your team leader to let them know your timesheet is ready for review and approval
Contact Info
Beyond Software1219 West Main CrossFindlay, Ohio 45840
[email protected](877) 679-9107
www.beyondsoftware.com