Time Entry

 Weekly Timesheet ◦ Time Entry

 Select Timesheet Entry on the Home screen  Or Projects|Weekly Timesheets from Toolbar

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

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

Enter time in the Detail section o 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

◦ 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

 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

 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

Beyond Software 1219 West Main Cross Findlay, Ohio (877)