Record time on a Visit

Save the time worked and review it in the Project Timesheets.

On this page

Record worked time against the relevant Visit. It rolls up into the Project’s Timesheets and remains separate from the Customer Invoice.

1. Open Record time

Open the Project’s Visits, select the attendance and choose Record time. Check the person selected; your login needs an active linked Team entry.

2. Enter the work

  1. Check the Date.
  2. For hourly work, enter the actual Minutes worked.
  3. For a person on a day rate, choose Day, Half day or Minutes as appropriate.
  4. Review any duration taken from the booking and correct it to match the work done.
  5. Choose Save time and wait for confirmation.

The Visit form records manual time. It does not start a timer automatically.

3. Check the Project

Open Timesheets on the Project to review the recorded time. An entry does not automatically issue a Customer charge or change an accepted Quote.

If the entry cannot be confirmed

Keep the form open, reconnect and retry. Check the saved entry before adding the same time again. If your Team entry is missing, ask the Business administrator to check the explicit link between your account and Team profile.

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