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1 Org.nr.: 993 606 650 MVA Munkedamsveien 45 C 0250 Oslo XLEDGER- USER GUIDE MDE NORWAY AS

User Manual - External consultants (002) · 2020-03-04 · 6hwxs hdvlhu /rj lq 3& í x *r wr zhevlwh kwwsv zzz [ohgjhu qhw lq \rxu eurzvhu î x (qwhu h pdlo dguhvv lq ©8vhu 1dphª

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Page 1: User Manual - External consultants (002) · 2020-03-04 · 6hwxs hdvlhu /rj lq 3& í x *r wr zhevlwh kwwsv zzz [ohgjhu qhw lq \rxu eurzvhu î x (qwhu h pdlo dguhvv lq ©8vhu 1dphª

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 Org.nr.: 993 606 650 MVA

Munkedamsveien 45 C0250 Oslo

XLEDGER- USER GUIDE MDE NORWAY AS

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Table of contents

1. Introduction ............................................................................................. 3

2. Log in to Xledger - PC ................................................................................. 3

2.1 Setup easier Log in - PC .............................................................................. 4

3. Log in to Xledger – App ............................................................................. 5

3.1. Setup easier Log in – App ............................................................................ 6

4. How to enter timesheets - PC ..................................................................... 8

4.1 Enter timesheet on projects without limitation ................................................ 8

4.2 Enter timesheet on projects with limitation (Equinor) ....................................... 11

4.2.1 Transfer exceeding hours eligible for outpayment (NOTE: Only applicable for Timesheet with limitation) .............................................................................. 14

4.4 Sending timesheet for approval .................................................................. 17

4.5 How to view registered Timesheets ............................................................. 17

4.6 Export your timesheet for sign-off by client ...................................................... 18

4.7 Export your timesheet for specification for invoice to MDE Norway AS. ..................... 19

5 Timesheet tip: Efficient timesheet entry ...................................................... 19

5.1 Copy previous weeks: ................................................................................ 19

5.2 Create your own shortcuts by using timesheet codes: .......................................... 20

6. How to enter timesheets - App ................................................................. 22

7. Add menu paths as menu favourites ........................................................... 26

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1. Introduction This user guide describes how to log in to Xledger, enter timesheets and add menu favourites. All projects have access control, which means you will only be able to enter timesheets on the project(s) you have access to. Should you experience any problem linked to access control, please contact [email protected].

2. Log in to Xledger - PC

1. Go to website: https://www.xledger.net in your browser. 2. Enter e-mail adress in «User Name» as well as password in «Password». You

should have received an e-mail from Xledger with you log in detail. If you experience trouble logging in, please contact [email protected], so they can assist you.

3. Click Login 4. When logging in for the first time, you will be redirected and asked to create

a personal password. Password are required to be at least 8 characters, consisting of both lower and upper case letters as well as a number.

5. You can change your password at any time from «My settings» in the upright corner and choose the submenu “Change password”.

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2.1 Setup easier Log in - PC

1. Go to website: https://www.xledger.net in your browser. 2. Enter e-mail adress in «User Name» as well as password in «Password». 3. Click on Pair Device

4. Enter a device name of your own choice in “Device name”, as well as your quick password in «Device Passord». When using Pair Device, the password does not have to be 8 letters etc.

5. Confirm created password. 6. Click on Register

7. Enter your newly created password in «Device Password» when prompted to

finish the setup. At you next log in, you will only have to enter password

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3. Log in to Xledger – App

1. In order to log from you mobile device: Download the Xledger Touch app from Google Play, Appstore eller Windows store.

2. Enter e-mail adress in «User Name» as well as your password in «Password». You should have received an e-mail from Xledger with you log in detail. If you experience trouble logging in, please contact [email protected], so they can assist you.

6. Click on Login 7. Change password by clicking on My settings.

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3.1. Setup easier Log in – App

1. Open the Xledger Touch app. 2. Enter e-mail adress in «User Name» as well as password in «Password». 3. Click on Pair Device

4. Enter a device name of your own choice in “Device name”, as well as

your quick password in «Device Passord». When using Pair Device, the password does not have to be 8 letters etc.

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5. Confirm created password. 6. Click on Register

7. Enter your newly created password in «Device Password» when prompted

to finish the setup. At you next log in, you will only have to enter password

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4. How to enter timesheets - PC Timesheets should be registered weekly at the minimum, yet it is advised to register on a daily basis. It is possible to enter timesheets from a daily or periodic view. With periodically, you can choose between weekly or monthly view. In this example, timesheet will be shown with a fictional employee (Ola Nordmann) working on a fictional project. All projects have access control, which means you will only be able to see the projects you are validated on. Note: For those consultants working on a project where the client has a maximum of hours per day limit, please see the sub header “Timesheet with limitation” down below.

4.1 Enter timesheet on projects without limitation

Go to Home > Timesheets > My timesheet entry per day or My periodic timesheet entry

1. Select the desired frequency and time

2. Select +New

3. Select project, activity, text (if necessary) and time

4. It is possible to register the total amount of hours directly, or use the Time From/Time To fields. These fields are only available in My timesheet entry per day. When registering hours: typing 0800 will result in 08:00, this to make time entry easier.

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5. Save and return

6. If you have worked more than the clients daily limit (usually 7.5 hours), exceeding hours should be registered on a sepereate activity called 13 – Exceeding hours.

7. You can copy the line already created to save time. Remember to change activity and time.

8. Save and return

9. To ensure correct timesheet entry, Xledger will not round hours.

10. Below, you will se the available activites:

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- Use Onshore/Offshore (depending on your job) for timesheet entry within the client’s daily limit.

- Use code 13 for exceeding hours, all hours outside of the client’s daily limit.

- All absence should be registered on the project, using code 101-103.

- If your project are eligible for Hot-bedding, please register one day as 1 hour in timesheet entry, to ensure correct calculation in Xledger. Use code 5 and register on a separate line.

- It is important to choose the correct activity.

11. Tip 1: If you have been working on different activities (or projects) during the week,

you can add a new a line by either copying the existing line, or create a new line by choosing +New

12. Tip 2: As mentioned in the beginning. Timesheet entry can also be done in My

periodic timesheet, where you also will be able to see your registered hours as an overview. Entering hours here is done the same way as in My timesheet entry per day.

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13. When you have registered the whole week, the timesheet needs to be sent for approval. Please see subheader further down.

4.2 Enter timesheet on projects with limitation (Equinor)

Go to Home > Timesheets > My timesheet entry per day or My periodic timesheet entry

1. Select the desired frequency and time

2. Select +New

3. Select project, activity, text (if necessary) and time. Click on the magnifier glass or type * to see all available options when entering project and activity.

4. If you need to register time down to the a specific minute, this needs to be registered in My timesheet entry per day. Use the Time From/Time To fields. When registering hours: typing 0800 will result in 08:00, this to make time entry easier.

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5. Save and return

6. If you have worked more than the client’s daily limit (Onshore: 7.5 and Offshore 12), exceeding hours should be registered on a separate activity called 13 – Exceeding hours.

7. You can copy the line already created to save time. Remember to change activity and time.

8. Save and return

9. To ensure correct timesheet entry, Xledger will not round hours.

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10. Below, you will se the available activites:

- Use Onshore/Offshore (depending on your job) for timesheet entry within the client’s daily limit.

- Use code 13 for exceeding hours, all hours outside of the client’s daily limit.

- All absence should be registered on the project, using code 101-103.

- If your project are eligible for Offshore Public Holiday, please register one day as 1 hour in timesheet entry, to ensure correct calculation in Xledger. Use code 15 for Public Holiday and register on a separate line.

- If your project are eligible for Hot-bedding, please register one day as 1 hour in timesheet entry, to ensure correct calculation in Xledger. Use code 5 for Hotbedding and register on a separate line.

- For the use of Code 14: Outpayment – Exceeding hours, please see detailed routine down below in subheader 4.4.

- It is important to choose the correct activity.

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11. Tip 1: If you have been working on different activities (or projects) during the week, you can add a new a line by either copying the existing line, or create a new line by choosing +New

12. When you have registered the whole week, the timesheet needs to be sent for

approval. Please see sub header 4.3 Sending timesheet for approval below.

4.2.1 Transfer exceeding hours eligible for invoicing to client (NOTE: Only applicable for Timesheet with limitation) If exceeding hours has been approved by the client for additional invoicing, these needs to be transferred to time code 14 – Outpayment Exceeding hours in order to be eligible for invoicing in Xledger.

1. Go to Home > Timesheet > and My daily timesheet entry 2. Filter the timesheet view based on date (depending on the client’s cut-off date).

Click on Advanced search criteria.

3. Filter Activity, so by typing in *Exceeding*. Click Find. This will give you a filtered search so that you quickly can see the amount of hours to be transferred.

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4. Copy any of the existing lines. 5. Enter a date (for example the last date within the client’s cut-off date) 6. Enter a credit of the total amount of hours to be transferred.

- The hours should be entered in negative (-1.72 in this case). - Activity is 13 – Exceeding hours. - Always add a comment in the text field when transferring exceeding hours to outpayment. For example “Hours approved by client for the period XX to YY” - Click Save and Return.

7. Copy the newly created line and change activity to 14 – Outpayment Exceeding Hours Add the total amount of eligible exceeding hours on as a positive number (1.72 in this case). Click Save and Return.

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Note: Make sure to differentiate on project if you have been working on several projects during the period.

8. You can filter the search once again by date and advanced search criteria in order to get a filtered overview of the exceeding hours. This way, you will be able to cross check that all hours have been transferred correctly.

9. Once the transfer has been entered, the timesheet needs to be sent for approval. See sub header 4.3 Sending timesheet for approval for instructions.

Note: There is no limit of sending timesheets for approval. Let’s say you entered the transfer on the date 10/31.2019. If you already have sent timesheet for approval for that particular week, Xledger will just create a new timesheet for this specific week, consisting of only the added lines. If No-column is blank, as in this case, there is only one version of the specific week, otherwise the timesheet will be numbered.

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4.3 Sending timesheet for approval 1. When you have registered the whole week go to Home > Timesheets > My timesheets

2. Select the timesheet, Ready for approval and Save.

Your selected timesheet will then be sent for approval by MDE Administration. Timesheet should be sent for approval weekly.

4.4 How to view registered Timesheets You can view all your previous and current timesheets.

1. Go to Home > Timesheets > My timesheets.

2. Click Find to see all timesheets, or choose to filter your search by fiscal year or period. You can also filter on timesheet status, depending whether you want to see only drafts, timesheet sent for approval, approved timesheets etc.

3. You can view the hours registered on a specific timesheet by clicking on the Folder-icon on a specific week. Choose if you want to see hours by day or period. You can

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also view your registered hours directly in My periodic timesheet entry or My timesheet entry by day, using the date filters.

4.5 Export your timesheet for sign-off by client You can export your timesheet in PDF format in order to have it signed of by the client. Signed timesheet [email protected] in order for it to be attach on the outgoing invoice.

To export your timesheet in excel:

1. Go to Home > Timesheets > My timesheet entry per day 2. Use date fields to filter the correct period. (This depends on your client’s cut-off

date) 3. Tick off the top box to select all lines. 4. Export to excel by clicking the icon on the top right corner. 5. Save your excel-sheet on your computer. 6. Send timesheet to client for sign-off.

To export your timesheet in pdf:

1. Go to Home > Timesheets > My timesheet report 2. Select the correct period (This depends on your client’s cut-off date) 3. Select frequency, tick of marked boxes, specify report on project (if necessary). 4. Click View report and click on the pop-up link. Your report will open in a new

window. 5. Save your report on your computer.

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6. Send timesheet to client for sign-off.

4.6 Export your timesheet for specification for invoice to MDE Norway AS. Your timesheet should be attached as specification to your invoice to MDE Norway AS. You can export your timesheet in PDF or Excel format, please see instructions above. If your client requires a signed timesheet, please use this as specification on your invoice to MDE Norway AS, please see instructions above.

5. Timesheet tip: Efficient timesheet entry

5.1 Copy previous weeks: In Xedger, it is possible to copy registered timesheets from previous weeks, either with or without registered hours.

1. Go to My periodic timesheet entry and select Copy week.

2. Choose which week you want to copy by using the calender options. Xledger will automatically suggest the previous week, but you can choose freely.

3. Select the lines you want to copy, and choose either Get with hours or Get without hours.

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4. Click on the pen-icon on a line to add hours. You will se a warning messages to the right showing which lines without registered hours. Use the arrows to switch in-between lines.

5. When finished, click Save and Return. Note: Lines without any registered hours will be removed.

Note: If copying with hours, you can Save right away without making any changes to the hours. Remember to enter correct number of hours if you choose to copy week with hours.

5.2 Create your own shortcuts by using timesheet codes: If you frequently register time on the same project and activity, you can create your own shortcuts. By using shortcuts, you will able to create a timesheet line for a specific project and activity by entering your personal time code.

1. Go to Home > Timesheets > My timesheet codes

2. Click New

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3. Choose a code that you can easily remember when registering your hours and enter a description for the code

4. Enter Project and activity. It is also possible to add hours and/or text.

5. Create new codes by copying existing line, or create new line.

6. If you are finished, select Save and Return.

7. When register hours in timesheet entre (daily or periodically), create new line and enter the Time entry code.

8. Values will be filled out automatically. Add correct hours. Save and Return when finished.

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6. How to enter timesheets - App 1. Select «Today» if you want to enter timesheets daily or select «Overview» if you want

to enter timesheets periodically

1. If periodically, select date and frequency

2. Click on the desired day and select +

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3. Select project, time or number of worked hours, activity and text if necessary. Then Save

4. Select Back to click on a different day or select + and change the date in timesheet registration

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5. If a day has been the same, you can click on the day. Copy the day and change the date. Click Save.

6. When you have registrered the whole week, select Back

7. Select Timesheets

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8. Press the V-symbol to send the timesheet for approval

9. The timesheet has been sent for approval to MDE Administration

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7. Add menu paths as menu favourites Although users will quickly get to know where to go in the menus to perform regular tasks, Favourites can also be used to save remembering menu paths and save time by going straight to where you want.

1. Go to a menu path and press

2. The menu path is now in the menu favourites