Accessing Timesheets
To access your timesheets, click the Timesheets button at the top menu bar.
If the active project has any timesheet entries, they will appear as show below.
Filtering Timesheets
When you click on the Timesheets button on menu bar, DesignSmart will set the active project name in the filter bar as shown below. This will restrict the timesheets to be just those for the active project. To filter for all projects, you will need to remove the project name from the filter bar.
You can also filter by staff, date range and other filter criteria as shown in the filter bar.
Sorting Timesheets
It can be very helpful to sort timesheets different ways depending on what kind of data you are seeking. In the screen shot below, the sort is by Staff, Work Date in the left screen and by Staff, Project in the right screen.
Selecting Timesheets
There are three ways to select timesheets:
i.Select button - See 1 below. This will only select the one timesheet.
ii.Select All Below button - See 2 below. This will select all of the timesheets in that section.
iii.Select All To Be Invoiced - See 3 below. This will select all of the timesheets in that section that have not already been invoiced.
The reason for selecting timesheets is to indicate those that you want to appear on the timesheet report or an invoice.
For more information about how reports work, please click here.
Timesheet Report
Once you have filtered or selected the timesheets you wish to appear in the timesheet report click the Report button.
