| Time Sheets |
A. Chances are, you either used the Back button on your browser or you pressed the Submit button more than once. To delete duplicate line items, simply edit your Time Sheet and check the box(es) to the left of the lines. Click Delete Marked Rows, at the bottom of the page.
A. To create a blank Time Sheet, go to Administration -- Agency Administration -- Manage Time Sheets. Choose an Employee from the drop-down menu and enter the desired Date; click Create Time Sheet.
A. To re-open a Completed Time Sheet, go to: Administration -- Agency Administration -- Manage Time Sheets. Choose the Employee from the drop-down menu and enter the desired Date. Once submitted, CurrentTrack will add the document to the employee's drop-down menu in Time & Expenses.
A. Determine which Sub-Items you'll most often use in your Time Sheet (e.g. Copywriting, Media Planning, Photo Retouching)? Create Work Codes by the same name(s), but don't check their Use in Production Estimate boxes, ONLY check their Use in Time Sheet boxes (Administration -- System Administration -- Manage Work Codes -- I Want To: Add a Work Code).
A. Flag part-time employees as non-Exempt and instruct them to delete unneeded Sheets, as necessary (Time & Expenses -- [Select date] -- [click] Edit Selected Time Sheet -- [check box to left of first line item] -- [click] Delete Marked Rows -- [click] Complete Time Sheet.)
A. First, go to the [job] Financial Report and determine which Employee(s) Time Sheet(s), by date, include the increment(s) to be moved. Next, go to Administration -- Agency Administration -- Manage Time Sheets and Edit Employee's Time Sheet. Overwrite the Job Number(s) and click Update Time Sheet; Complete Time Sheet.
A. A Time Sheet can be deleted in two ways -- by the employee or by someone with Permission to Manage Time Sheets.
To delete a Sheet as an employee, go to Time & Expenses -- [Select date] -- [click] Edit Selected Time Sheet -- [check box to left of first line item] -- [click] Delete Marked Rows -- [click] Complete Time Sheet.
To delete a Sheet as someone with Permission, go to Administration -- Agency Administration -- Manage Time Sheets -- Edit Employee's Time Sheet -- [choose] Employee, [enter] Date -- [click] Edit Time Sheet. Once inside, click the box to the far left of the first line item. Next, click Delete Marked Rows at the bottom of the page; Complete Time Sheet.
A. First, create a Client folder for your agency (Administration -- Agency Administration -- Add Client). Next, open an in-house charges job for the respective month (e.g. "March 2012 In-House Charges" or "March 2012 Miscellaneous").
Throughout the course of the month, record any sick, personal, vacation, and non-billable time against the job. At the end of the month, review the charges associated with the job, just in case something billable was wrongly recorded, (Clients & Jobs -- Client -- Job -- I Want To: View Financial Report), enter a $0.00 Billing Entry (Clients & Jobs -- Client -- Job -- I Want To: Create Billing Entry), close the job and open another for the following month.
An in-house charges job is also a great place to enter a Purchase Order for the company lunch, for example, or paper for the copier. And, any Tasks that need to be accomplished around the office (e.g. "Organize the software cabinet") can easily be tracked within its Workback Schedule.