A Timesheet documents the hours an employee devotes to completing individual tasks.

Additionally, Timesheets can be utilized to calculate billable hours for employees, determine their salaries, or monitor their involvement in projects or tasks.

In BizCentric, a Timesheet can have an account of a particular employee working on multiple Tasks or Projects in a tabular format.

To access Timesheet, go to,

> Home > Projects > Time Tracking > Timesheet

1. How to create a Timesheet

1. Navigate to the Timesheet list and select “New.”
2. Provide the Company name and the Employee Code.
3. Enter the following information in the ‘Time Sheets’ section:

• Activity Type: Specify the type of activity associated with the Timesheet.
• From Time: Input the date and time when the work commenced.
• Hours: Indicate the number of hours covered by this Timesheet. A single Timesheet can encompass work hours across multiple days.
• Project: If this Timesheet pertains to a specific project, enter the project name here.
• Billable: Check this box if the Timesheet is billable.

1. Click “Add Row” to include additional Timesheets if necessary.
2. Save your entries. Upon saving the Timesheet, the Start Date, End Date, and Total Working Hours will be automatically updated based on the information provided in the various Timesheets.
3. Proceed to click “Submit.”

1.1. Alternatively, a Timesheet can also be created from a Task in the following way:

• Navigate to the Task for which you wish to generate a new Timesheet. Access ‘Timesheet’ within the Activity section on the Dashboard.
• Clicking the plus icon ‘+’ will lead you to the Timesheet creation page.
• Proceed with the steps to generate a Timesheet.

1.2. Timer in Timesheet

A Timer can be used to record the actual time taken by an employee to finish a particular activity in a Timesheet.

1.2.1. Steps to start a Timer:

When you click on “Start Timer” in a Timesheet, a dialog box will appear prompting you to input the following details:

• Activity Type: The type of activity for which you are logging the time.
• Project: The project associated with the Timesheet.
• Task: The specific task for which you are recording time.
• Expected Hours: Enter the anticipated duration for completing the task.

Upon task completion, click on “Complete.” This action will generate a new entry in the Timesheet, recording the time in the Timesheets Table.

If the time exceeds the “Expected Hours,” an alert box will be displayed.

1.3. Additional Options while creating the Timesheet

When expanded, the Time Sheet allows you to input the following details:

• Expected Hours: Specify the estimated time required to complete the tasks listed on the Time Sheet.
• To Time: Input the date and time when the work was concluded.
• Completed: Check this box if the task has been finalized when submitting the Timesheet.
• Task: If the Time Sheet should be associated with a specific task, you can designate it here.
• Billing Hours: Indicate the number of hours for which the customer will be billed for this Timesheet.
• Billing Rate: The rate at which the customer will be invoiced for the work performed.
• Costing Rate: This represents the actual cost of the work completed. It is retrieved from the activity cost (per employee) or from the activity type and can be adjusted as needed.
• Billing Amount: The billing amount is automatically computed based on the billable number of hours and the billing rate.
• Costing Amount: The costing amount is automatically calculated based on the number of hours and the costing rate.

2. Features

2.1 Billing Details

• Total Billable Hours: This field automatically retrieves the total billable hours from the Timesheet.
• Total Billable Amount: This field automatically fetches the total billable amount from the Timesheet.
• Total Billed Hours: After submitting the Timesheet, you have the option to create a Sales Invoice from it. The total number of hours to be billed to the customer will be displayed here. Once the Sales Invoice is submitted, the Total Billed Hours will be updated.
• Total Billed Amount: Similarly to Total Billed Hours, this field automatically retrieves the total billed amount based on the Sales Invoice created from the Timesheet.
• Total Costing Amount: This field reflects the total costing amount specified by the employee, based on the Timesheet entries.
• % Amount Billed: After submitting the Timesheet and creating a Sales Invoice from it, this field calculates the percentage of the total billed amount in relation to the total billable amount and displays it accordingly.

3. After Saving the Time Sheet

Once a Timesheet is saved and submitted, the details like Billing Rate and Costing rate get locked and cannot be changed. The following DocTypes can be created after submitting a Timesheet.

• Sales Invoice
• Salary Slip