To enter time, start typing a client’s name in the Client box. If you need to see a time sheet for a prior date just pick a new date and click CHANGE DATE. The program will default to showing a timesheet for the current date at the beginning of every day. To enter time on your spreadsheet click the Time Sheets link at the top of the page. This means that for whatever time period you run a Time Spent Report, it will use the current Default User Rates and Work Type rates to calculate the dollar amount.įiled Under: Help Tagged With: Setup Time Sheets
The edit screens will give you a warning that changing the rate per hour will affect all periods. Make your changes and click SAVE CHANGES. Click EDIT next to any work type to change it. The work type will show up in the list below. To add a new work type just type a short Work Type name and a Rate Per Hour. Use work types in your timesheets to assign a certain rate per hour to that job.
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Update the Rate Per Hour and click SAVE CHANGES. To change a default user rate click the EDIT button next to the user. If a work type is chosen the work type rate will be used instead. Click your name in the top right corner and then click Your Settings.Ĭlick Default User Rates/Work Types Default User Ratesĭefault User Rates will be used in the time spent report when a work type is not chosen. The Time Spent Report will calculate a dollar amount for each job but you must setup default billing rates first. Here are the results… The client’s name is a clickable link that will take you to their contact page so you can see notes, phone numbers, and email addresses.įiled Under: Help Tagged With: Messages To Do List You can also click GO without any search terms to see all your previous messages. To search your past messages type a part of the client’s name or any part of the message that you might remember into the search box and click GO. If the person calling is not a client in your database just type their name without choosing a client.įill in a phone number if necessary and add a short message. This will create a clickable link for the person receiving the message. Type in a client name and select that client just like on the time sheets. To send a message to another user choose that user’s name from the dropdown box. The message will disappear from your screen but you can always find it by searching your messages. Click ADD NOTES to add a note to the message.Ĭlick DONE when you are finished with the message. You will see any messages that are waiting for you. The menu bar shows how many messages are waiting for you.