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Timesheet Help

This screen is used to record timesheets. Time can be tracked on a weekly or daily basis controlled by the administrator's account configuration settings (“My Account/Account” page, select “Daily” or “Weekly” under “Account Preferences”). Time that has been submitted to QuickBooks cannot be modified unless the administrator resets. This screen works similar to the QuickBooks weekly timesheet screen.

Fields

  • Name – The QuickBooks user this timesheet is for. If an administrator or approver is filling in this screen, they would have to select the name from a list.

    NOTE:You have to set up your QuickBooks users on MC2 Anywhere, they are not automatically created (Use the administrators My Account/Add user function).

  • Week of – The week this timesheet is for. The weeks in the list changes by what the selected week is. To go back more then what is displayed, select the first week. To go forward more then what is displayed, select the last week. You can also click on the calendar image to select the date.
  • Customer:Job– The Customer:Job this time is for.
  • Service Item– Choose the Service Item from the list. The administrator can also set a default Service Item in the user's profile, if it set it will be the default item selected.
  • Payroll Item– If the employee has “Use time data to create paychecks” in QuickBooks turned on, you must also have “Use time data to create paychecks” for the user turned on in the MC2 Anywhere user’s profile (edit the user, check “Use time data to create paychecks” in the “User’s QuickBooks Information” section of the profile). This list will only show up if “Use time data to create paychecks” is set for the user. The administrator can also set a default Payroll Item in the user's profile, if it is set it will not show up here
  • Class – If class tracking is turned on in QuickBooks this field will display. If you selected “Use time data to create paychecks” for the user, you will also need to set "Assign classes for timesheet items" in the MC2 administrators account settings (My Account/Account/Account Preferences section) to display this field.
  • Notes – If you checked “Show Notes on Timesheet" in your profile (Go to "My Account", select the "Account" link), the notes field will appear. If not, you will have to double click the day fields to enter notes in a popup.
  • days– Enter the time for each day. Time should be entered as hours:minutes (Ex. 3:30 is 3 hours 30 minutes), or as fractional format hours.fraction (Ex. 3.5 is 3 hours 30 minutes). If daily time tracking is turned on, days with a checkmark have been submitted and cannot be modified.
  • Billable – If this time is billable, check the billable indicator.

Buttons

  • Save – Save the time entries. This saves the current input but does not submit them. You can come back and edit them later. You should periodically save your data to prevent loss if your session times out due to inactivity.
  • Cancel – Cancel and leave the screen.
  • Add Rows – Add 5 more rows for input.
  • Copy – Copy all time entrys so they can be pasted.
  • Paste – Paste time entrys that have been previously copied.
  • Submit - Submit the time. If the time must be approved, this will submit the time for approval else it will be submitted to QuickBooks.
  • Approve - Approve the time and submit to QuickBooks. Only available to administrators and managers.
  • Reject - Reject the time. Only available to administrators and managers.
  • Reset - Reset the submission status. This will reset submitted entrys for the entire week to the saved status, unlocking them so the time can be edited and resubmitted. The selected lists, hours and notes are not reset. Time entrys for the week must also be deleted out of QuickBooks to avoid duplicates when submitted again. Only available to administrators.