Record the actual time worked for the Project. Attach it to the relevant Visit where there is one. All recorded time rolls into Project Timesheets.
1. Open the time form
Use the new-Time action or open an existing entry in the Project’s Timesheets. Check Who, Project and Day.
Your linked Team entry can be selected by default. Review it before recording someone else’s time.
2. Enter the worked amount
- Choose hours or days and enter the actual amount.
- Review Attached to a visit?. A matching assigned Visit can be suggested.
- Choose the appropriate Visit, No Visit, or Add new visit for this time when available.
- Check Billable and the rate fields your access allows.
- Add useful Notes and choose Save time.
The Business’s working-day setting controls day-to-hour conversions. The booked length is not proof of actual time.
3. Review the entry
Open the Project’s Timesheets or Time Recording for the relevant period. Check the person, date, worked amount and Visit.
Recording billable time does not issue an Invoice. Review the charges before billing the Customer.
4. Correct a mistake
Use Edit on the recorded entry. Use Remove only when you intend to take it out of the Project’s costs and review the confirmation. Time already used on an Invoice needs correction through that Invoice first.
If saving is uncertain
Keep the form open and use Try again. Check the saved list before entering the same time again.