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                                                                      • keyboard_arrow_right Timesheets

                                                                      Single Timesheet Entry

                                                                      Adding a Single Timesheet

                                                                      There are two ways to add a Single Timesheet Entry. Read below to learn more. 

                                                                       Option 1:

                                                                       Click the small clock icon in the upper-right corner.

                                                                      This will cause the timesheet entry window to appear.

                                                                      The person's name who is logged into DesignSmart will appear in the Staff Field, but it can be changed.

                                                                      The Project Name and Number will be automatically filled in with the active project name and number.

                                                                      You can change the project name and the number will update. Alternatively, you can enter the project number and the project name will appear.

                                                                      Select the appropriate Service. (These are set up by your System Admin in the System Settings).

                                                                      Next, choose a Work Date, and enter the Hours Worked. 

                                                                      If the timesheet entry is Billable, click the Yes option for Billable.

                                                                      If the work is billable, then the service billing rate for that staff person or specific project will appear. The billing rate can be modified as required.

                                                                      If you are not going to charge the client for this work, but want them to see that you did this work, then click the Gratis switch.

                                                                      A Work Description is required. These descriptions can be predefined in the Systems Settings.

                                                                      To commit your changes and make another timesheet entry, click the Save and New button. To save this entry and close the timesheet drop-down, click Save and Close.

                                                                      To see how timesheets marked as Gratis will appear, go to the Service Invoice.

                                                                       

                                                                      Option 2

                                                                      Another way to create a Single Timesheet Entry is from the Timesheet Layout. 

                                                                      Click on the New Timesheet button shown below.

                                                                      Follow the directions listed above.

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