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Time and Expense

Enter time and expenses for multiple staff

You can enter time and expense transactions in the same grid of the
Overview
 tab on the
Time & Expense Entry
 screen. Here you can view and enter data for multiple staff across several Sheet Dates at the same time.
  1. Go to
    Actions
     then
    Time & Expense Entry
     and select the
    Overview
     tab.
  2. 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

Data entry in this tab is the same as in the
Enter Time & Expenses
 tab (for individual staff) except:
  • 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.
  • To create a new filter, select
    More
     The More button bears an ellipsis. then use the
    Sheet Entry Filters
     window to specify the criteria for your filter.
  • 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.

This article applies to:

  • Product: Practice CS

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