In the Time Report, you see and add your time worked. Time report can be found under the Function menu.
The system itself can report time from orders. If this has been set for your group, you, basically, do not need to add anything to the time report.
The time report retrieves times from orders, if the item (work or travel time items – eg working time, travel time, fixed service cost…) in the Article Register is registered as Transport to time report.
Changes can be made by clicking on the day you want to change the time for. If you marked the box Completed changes kan only be made by an admin unless your group have the Time report setting Free marks as Completed.
To enter or edit working hours manually, follow these steps:
If you have the Other field activated, you also fill it in, if necessary. This field is used to add other than hours, e.g. outlays. The field is linked to specific time codes in your administrative system. The connection is made with your admin account. Read more under Information for administrators.
When ready for the day, click on Completed. After clicking Completed only a admin can edit the report of the day.
BUT – there are two different Time report module settings that can be made for clear Completed – Free marks as completed or not. If you do not have “free marks”, a time report cannot be marked as completes if the time entered does not correspond to the specified working hours. See more under See Information for Administrators.
The time report can be printed (Print), exported (Export) to Excel or the accounting system Visma for those who use that system.
If there is unsaved time on an order, it is added to the time report when loading.
If changes of working time are made on a order, note this:
When you change the time in an order, the time report will not be updated with the new times. To retrieve the new times, you need to delete the old order in your time report and then click Save. The new times will then be added to the report.
Red information text does not have to mean that something is wrong, but is a signal that times do not match between the order, time report and the user’s working hours. Either you change the time report or you save. The day can not be marked Completed, but the time report can always be certified.
If you have the Time report setting Free marks as Completed, the information text about the difference in time is black instead and the day can be cleared even if the times do not match. (Admin-setting)
A day marked Completed is marked with a green tick in the right corner.
To change the colors within the frames and description suggestions, user rights are needed. See more under Information for administrators.
Click Attest to approve the time report.
If the time report is saved / attested, that line will not be retrieved again. This means that it is possible to change the time on an order without changing the time report. If you regret a certification, click on the day. A box with a signature appears. Click Clear Signature. This requires the user right – Clear signatures.
It also means that if a time is changed on an order that is to be included in the time report, you need to update the time in the time report. To do this, delete the changed order and click save. Then the system automatically retrieves the new times from the current order.
To delete a Completed mark, click the Completed mark box and then click save.
Via a admin account, you can set that clear Completed can be done even if the time entered does not correspond to the reported time.
Do you want to change the time report or report for another user?
This requires you to have the user permission to View All and Edit All. The permission is set with your admin account. See Information for administrators below.
How to edit time report:
Also read: Group and module settings – Permission for users – Manage user permission.
User permissions – Edit user settings
For each user, a number of days can be specified before filling in their Time Report – TIME REPORT DAYS UNTIL WARNING. If the user exceeds that number calculated from the latest time report, a warning appears and you cannot proceed further.
Edit time report settings:
Time report types
Adding and editing Time report types is a user permission – Edit types list.
You can add and edit the list of preset time report types. The types (e.g. care of sick child, over time, travelling time…) has different colors.
Here you also set the time codes you want to use for time worked, holidays, illness and so on.
If you have activated the setting Other in Time report settings, the link Add types (Other) alt Edit types (Other) also appears. The Other function is primarily used to enter other units than hours to the time report e.g. outlays. Other can be set as a Time article. Read more about time articles under Articles and Suppliers point 6.
Adding and editing Time report suggestions is a user permission – Edit types list.
To simplify and speed up the registration of your work, you can add description suggestions for tasks by clicking on Edit suggestions at the bottom of the time report page. Click + Add suggestions.
If you have activated the setting Other in Time report settings, the link Add suggestions (Other) alt Edit suggestions (Other) also appears.
Do you want to change the order of the suggestions? Hold the mouse pointer over the three dots. Drag and drop the field where you want it. (Computer only.)
When adding a row you can choose from these suggestions to describe your work. Click + Add row, place the cursor in the field and you will see all the suggestions.
Time report can be used to invoice, for example, external resources or report overtime. Print the report (from Print as pdf or Export as excel) to create a documentation.
User permissions concerning Time report
Under Edit permissions for a user you set, among other things, whether the user should have the permission to use the time report function and be able to edit time report types.
View, View all, Edit, Edit all, Attest, View order rows when sum is excluded, Edit types list, Export