Timesheets

Timesheets allow you to report the time you spend on specific tasks for billing and budgeting purposes. Keeping accurate records of the time a specific task required can help in managing resources and funds within your organization as well as tracking personal time worked, vacation hours, and sick leave.

Navigate to the Timesheet Manager

1. From the Main Menu, select "Services" and click "Timesheets."

   

2. This will open up the Timesheet Manager for your specific user. On the top right-hand corner there is a dropdown to switch between users timesheets.

   

Add a New Timesheet Entry

1. Find the date you wish to add an entry for and click on the date or click on the white bar along the bottom of the date column to open the "Add Entry" window.

   

   Fill out the following fields:

   • Action Item: Attach an Action Item if applicable.

   • Client Type: Click the "Organization" tab if you want to search and select an Organization to charge and/or attach for that particular time/task. Click the "Individual" tab if you want to search and select an Individual to charge and/or attach for that particular time/task.

   • Product Code: Select the Product CD from the dropdown list to indicate the type of work you are doing. To add a product code to the dropdown, go to the Adding Product Codes section in this guide.

   • Payroll: Select the Payroll item from the dropdown box to indicate the payroll item that will be charged.

   • Date The date will default to the day that you are adding the time for.

   • Duration: Add the daily total hours spent on tasks for that Customer, Product CD and Payroll Item.

   • Notes: Add notes to the entry.

2. Select "Submit" to save and close the Timesheet Entry.

Edit an Existing Timesheet Entry

1. Find the entry you wish to edit and select the icon with the three buttons at the top right-hand corner and click "Edit."

   

2. This will open the "Edit Entry" window.

   

3. Update the Timesheet Entry and click "Submit" to save and close.

Delete a Timesheet Entry

1. Find the entry you wish to delete and select the icon with the three buttons at the top right-hand corner and click "Delete."

Add a Product Code to Timesheet Entries

To add a product code to the product code dropdown in a Timesheet Entry, you need to add a product record.

1. From the Main Menu, select "Services" and click "Products."

   

2. Select "Add Product" from the Activities Panel on the right. For more information on setting up products, go to the Products Guide.

3. Fill out the product notebook and select the "Use For Time" checkbox to add it to the product code dropdown in the "Timesheet Entry" window.

   

4. Refresh CV Online and the new product code will be in the product code dropdown in the "Timesheet Entry" window.