Recording Time to a Client, Project and Task

 

As time progresses the orange highlighted Cell will move to the appropriate time slot.

To change this time slot simply point with the mouse at the cell to record time and click, it is possible to highlight large areas of time by clicking and dragging the mouse over the appropriate area.

Once your time allocation has been selected, select the Client (In this example Charles and Son LLP) then the project (Financial Support) and the particular task that has been completed  (Raise Customer Credit Note) This time will then appear in the Orange Cell Selected (1.30pm-1.45pm).

 
   

If you complete the same tasks on a regular basis, we recommend you set up MY FAVS.

This allows you to cut down the need to navigate through the Client, Project and Task List - simply click on the activity listed and the task will be directly input to your selected time cell.

To set up MY Favs click on the star and select your favourite tasks.

 
   

If you are working on a task that is possible to take some time, an easy way to ensure your Timesheet is kept up to date is to turn on AUTO COMPLETE TIMESHEET once this is activated, Timesheet Xpress will automatically continue to complete the time cells based on the last manual entry as completed above. To stop this automated entry simply uncheck the corresponding box.

 
   

 

  
 
  
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