Clients & Profits X Online User Guide |
Since time entries dont affect the General Ledger, they can be changed and deleted easily.
Time entries arent posted separately like
vendor invoices, there are no proof lists and no unposting. If
an entry is wrong, youd simply correct it -- or delete
it and re-enter it. Once a time entry is billed, however, it
cant be modified.
To edit a time entry
1 From the Time Sheets window, find the time entry
you wish to edit.
If you know the entrys record number you can find it directly;
if so, the Time Entry window opens automatically, prompting you to make
your changes. If you dont know the entrys record number,
youll need to find it by browsing through the staffers time
sheets. Once youve found the entry, double-click on it.
If the time entry has billed, the Time Entry window opens but doesn’t allow changes.
2 Make your changes.
If the time is unbilled, everything about a time entry (except the staff initials and the date posted) can be changed. To make a change, simply enter a new value over the old value. If you change the job number and task, the time will be removed from the original job task and posted to the new one. Changing the hours or rates recalculates the net cost and gross amounts. (If you dont have access to rates, theyll be invisible.) You can change the entrys billing status (from unbilled to unbillable, for example) by simply typing over the existing status.
3 Click Save.
To delete a time entry
Any unbilled time entry can be deleted. Once an entry has been billed, it cant be changed or deleted. When a time entry is deleted, the cost and gross amounts are deducted from the job task.
1 Choose Time Sheets from the Accounting menu.
2 Choose Find from the File menu to find the time sheet containing the time entry.
Youll see a time sheet containing the time entry and others like it.
3 Click once on the time entry you wish to delete.
4 Choose Delete Entry from the Edit menu.
To delete a time sheet
All of the entries on a time sheet can be deleted together using the Delete Time Sheet command. Use it when the entire time sheet is incorrect. Deleting a time sheet removes all of its time entries. Any unbilled time entry on the time sheet will be deleted (if a time entry is billed, it will be skipped). When a time sheet is deleted, the cost and gross amounts are deducted from the job task for each time entry. Deleting a time sheet is permanent, although the time could be re-entered again.
1 Find the time sheet you wish to delete.
2 Choose Edit > Delete Time Sheet.
To clone a time sheet
Cloning duplicates a staff members time sheet, making an exact copy of the days time -- including its jobs and tasks -- onto a new time sheet.
For administrative, media, and other departments that tend to work on the same jobs and tasks, cloning can be a big time saver. Instead of typing in the same job and task every day, cloning enters it for you. Its less useful for creatives and production staffers, since their days are too varied.
A cloned time sheet is fully enterable, so you can easily change any of the time sheets entries before saving it. Editing the cloned time sheet doesnt affect the original.
1 Find the time sheet you wish to clone.
2 Choose Edit > Clone.
3 Make any changes to the new entries, then click Save.
|
Learn more about working with time sheets
in this Clients & Profits classroom video training
session. Running time: 4:13 |