Time entries
Overview
The "Time entries" page can be used to evaluate time entries and to create working time or project reports. Another application is the correction of working times and project times across different employees.
When the worksheet is opened, only an empty filter mask is visible. This is used to filter the desired data.
Filtering time entries
Once a filter has been set, it can be saved as a private or public filter using the "Save" and "Save as" buttons. This allows data to be called up quickly and repeatedly. For example, a filter across different projects and staff members would be conceivable.
Filter options
TimePunch offers a variety of filter and search settings with which you can search through time entries.
Filter by time period
Time entries can be filtered according to their timestamp. You can either select a predefined time period, such as the last month or the current year, or enter the start and end date manually.
Filter by description text
Time entries can also be filtered according to their description text. The time entries are then searched according to the free text entered in the "Search" field. It is also possible to search for empty description texts. To do this, open the drop-down menu in the search field and select "Entries without description".
Filter by employee, customer, project and activity
All time entries can also be filtered according to the assigned employee, customer, project and task. In addition to the search field for the description text, there are various search boxes for employees, customers, projects and tasks. Next to each of these is a button with three dots. If this is clicked, a dialogue opens in which the specific criteria can be selected and used as a search filter.
Context menu
The context menu can be opened by right-clicking. To do this, first select the time entries to be edited. Then right-click on the selection. This opens the following context menu.
Create and edit time entries
On the time entries page, time entries can be subsequently edited and newly created.
This can be done either by double-clicking (by keyboard with a return) on the entry or alternatively by using the "New" or "Edit" button.
Tip : You can edit several time entries quickly and elegantly if the time entries are saved with "Apply". Then the The edit dialogue then remains open and a new line can be selected directly in the individual entries. This saves closing and opening the dialogue.
Change marking
Time entries can be assigned markings to make them easier to identify and filter specifically. For example, this allows you to distinguish whether a task was performed directly at the customer’s location or has already been billed.
The following markings are available:
- Billed: The time entry has already been billed to the customer.
- Important: The time entry is particularly important and is shown separately in the project status.
- On-site: The work was performed directly at the client’s location.
- Not billed: The time entry will not be billed to the client.
Using these flags, you can, for example, filter and display only the time entries that have not yet been invoiced in a project report.
To change a flag, select the desired time entries and open the “Change Flag” command via the context menu. In the resulting dialog, you can set, remove, or keep the markers for the selected time entries as they are.
The selection fields have the following meanings:
- Filled rectangle: The existing marker remains unchanged.
- Checkmark: The marker is set.
- Empty rectangle: The marker is removed.
Changing Markers After the Monthly Close
The markers Invoiced, Important, On-Site, and Not Billed can still be adjusted even if the relevant month has already been closed. The monthly closing remains in effect and does not need to be reopened.
The Invoiced marker is particularly relevant for project billing: Employees with at least Project Assistant permissions can set this marker even after the monthly closing. This allows billed project times to be marked retroactively without having to reopen the closed month.
Assigning a project and task
If you want to change the project and task for one or more time entries, you can use the "Assign project/task" function. To do this, select the individual entries and then right-click to select "Assign project/task" from the context menu.
A dialogue for selecting the new project and task opens.
By confirming the dialogue with "Ok", the selected time entries are saved with the new project and task.
Assigning a customer
If the assignment to the customer is to be changed for one or more time entries, the "Assign customer" function can be used for this. To do this, select the individual entries and then right-click to select "Assign customer" from the context menu.
A dialogue for selecting the new customer opens.
By confirming the dialogue with "Ok", the selected time entries are saved with the newly assigned customer.
Description and extra fields
In TimePunch, you can edit the descriptions and extra fields of multiple time entries at the same time. Just select the time entries you want, right-click, and choose “Description and extra fields” from the context menu.
A dialog box will open where you can edit the description and extra fields.
Note: If only the customer-specific fields are to be changed, the description field can be left blank. An empty description does not result in existing descriptions of the time entries being deleted.
Click “OK” to save the changes and apply them to all selected time entries.
Monthly closing
A monthly closing blocks the time entries from being edited until the closing. The monthly closing is explained in detail in the section Master data / Employees.
Opening reports
The set filter can serve as a basis for further evaluations. It is possible, for example, to create project statements or timesheets from the filtered data. from the filtered data.
Individual reports and evaluations
If you have your own report templates or wishes, we are happy to offer our support. We create customised reports and reports and evaluations according to your templates. In this case, please send us an email to: support@timepunch-info.de