Enter time and expenses for multiple staff

Go to
Actions
then
Time & Expense Entry
and select the
Overview
tab.
The
Overview
tab is particularly useful for managers and supervisors. On this tab, you can group the screen by staff and filter it by the current week’s sheet date to verify staff time without printing reports.

Enter time and expenses

You'll need to select a staff ID and a sheet date for each transaction in the grid.
Hours and units show in the same column. The number you enter depends on whether you enter time or an expense.
Billing rates and unit price show in the same column. If you don't have permission to replace rates in time and expense entry, you'll be able to view but not change rates for time entry. You'll also be able to change the unit price for expenses.

Filter and sort the data entry grid

To filter the data entry grid, select a field name from the
Filter by
dropdown.
note
You can choose from all fields in the grid:
Staff
,
Sheet Date
,
Client
,
Engagement
,
Activity
, and
Date
. You can also choose from any saved filters.
To create a new filter, select
More
then use the
Sheet Entry Filters
window to specify the criteria for your filter.
note
The Filtering your data article has more information.
To group the data entry grid by a column heading, select and drag the heading to the shaded area above the grid. You can group by 1 or more headings. To remove the group, drag the heading back to the row of column headings.