Beyond SoftwareTime Entry

Weekly Timesheet ◦Time Entry

Agenda

Accessing Timesheet Entry

Select Timesheet Entry on the Home screen

Or Projects|Weekly Timesheets from Toolbar

Time Entry - Header Fields

• Resource ID – Your identification in Beyond Software (will default to you)

• Resource Name – Your name (will default to you)• Previous – Use to move to a week previous to the week showing• Week of - Select the date from the calendar based on which week

time is performed• Can enter date• Can select date using calendar

• Next - Use to move to a week after the week that is showing• Approve All – Use to approve timesheet detail shown in the screen

Time Entry – Save As

• New timesheets can be started from scratch; or• A previous timesheet using Save As

• Select the week to use as a template• Click Save As• Select the week for the new timesheet• Determine if you want to keep any comments from the previous timesheet• Click ok• A new timesheet is created with all the projects from the previous timesheet, with

no hours carried forward

Time Entry – Detail

Enter time in the Detail sectiono Project

Click the Lookup to select the desired project from the

list and a pop-up screen will appear In the pop-up screen, scroll to the project or use the blank

field at the top of a column to filter to the project To Filter, enter what the desired record starts with and use

the Tab key to move to a new field. This will filter the records Once the project is found, double click on it to populate the

timesheet. Or use the down arrow to select a project from the Recently

Used Project list Project Description and Customer information will default from

selected project

Time Entry - Detail

◦ Task – Use the down arrow to select the desired task◦ Hours

Directly enter the time in the Day/Date field, OR Use the Timer to track time

Click in the time field below Day/Date and click the Timer The Timer will open If there are multiple projects entered on the timesheet, select the

Project/ Task to record time on Click start Pause the Timer by clicking pause Stop the Timer by clicking stop Once the timer is closed, time will automatically populate the time

field on the timesheet grid If you want to change time, the timer time can be overwritten

Note: If the timer screen is open, the only way to enter time into another Project/Task is via the Timer screen

Time Entry - Detail

Project Account – will auto populate based on default values already established

Labor Category - will auto populate based on default values already established

Pay Category – will auto populate based on default values already established

Comment - use this field if you need to enter additional information about the time entered, such as detail on work performed, if the work is billable, etc.

Task Complete – select this when a task is completed. This will set the task status to complete in Project|Task tab.

Columns can be moved and reordered by clicking and holding the column and moving it to where you want it

Use Save at any time to save the timesheet

Time Entry

To delete a line item in the time entry grid, click on the Remove filed for the row and it will be deleted when the timesheet is saved

When completed for the reporting period, click Send on the toolbar and send to your team leader to let them know your timesheet is ready for review and approval

Contact Info

Beyond Software1219 West Main CrossFindlay, Ohio 45840

support@beyondsoftware.com(877) 679-9107

www.beyondsoftware.com