Skip to main content

Search

search-icon

Enter a time credit

  • Updated

Entering a time credit adds a negative time to a time sheet for a staff member. The time is displayed in red to distinguish it from a normally entered time.

You can enter a time credit for yourself or for another staff member.

To enter a time credit for yourself:

  1. On the Dashboard screen, select + Quick Add > Enter weekly timesheet.
  2. On the Enter weekly timesheet screen, select Options > Enter Time Credit.
  3. In the Time Credit dialog, enter the details of the time credit. For details of what each field is for, see the Data fields reference section, below.
  4. Save your changes.

To enter a time credit for another staff member:

To enter a time credit for other staff members you need Full Access to the Financial privilege in your Staff settings.

  1. From the navigation bar, select > .
  2. Drill down on the name of the staff member concerned.
  3. In the <name>Timesheet screen, + Enter Timesheet drop-down list, select Enter Time Credit.
  4. In the Time Credit dialog, enter the details of the time credit. For details of what each field is for, see the Data fields reference section, below.
  5. Save your changes.

Data fields reference

Field Description
Date

Select the required date in the drop-down calendar. Today's date is the default date.
Job The job that the credit will be recorded against. By default, jobs are displayed in the drop-down list in alphabetical order of client name. Jobs can be displayed in job-number order by changing the Organisation Settings > Timesheets section > Job Order setting.
Task The specific task in the selected job that the credit will be recorded against. By default, tasks are displayed in the drop-down list in alphabetical order of task name. Tasks can be displayed in the order they occur in the job by changing the Organisation Settings > Timeheets section > Task Order setting.
Time Credit

The amount of time for the credit. Time entry for time credits is always duration (hours and minutes), regardless of the Entry Mode setting (see below).

  • More on entering time...

    You can enter the time as hr:min (for example: 7:30) or as decimal 7.5 (7 ½ hours in both cases). The decimal value is converted automatically to minutes. By default, the time is not rounded, but it can be rounded to the nearest five minutes (or other values) by changing the Organisation Settings > Timesheets section > Round up to Nearest Minute setting.

    You can enter a maximum of 24 hours for any one time sheet entry. If a task has taken more than 24 hours to complete, you need to split the time into the hours worked in each day.

    By default, time is input as the overall number of hours worked (duration). For daily input, this can be changed to using a start and finish time by changing the Organisation Settings > Timesheets section > Entry Mode setting.
Billable

The Billable toggle switch is visible only if the staff member has the Financial Privileges > Flag time sheet entries as billable or non-billable at time of entry option selected.

This switch controls whether the staff member can choose to flag each time sheet entry as billable toggle-on-green.png, or not toggle-off.png. By default, each time sheet entry is billable unless the switch is toggled OFF toggle-off.png.
Note

Any notes or comments about the time credit.

Related tasks

Related articles

Powered by Zendesk