Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Notes are used to explain specific entries on a timesheet. Depending on the configuration on Time, notes may be required for certain lines. Notes can be added for an entire line or specific dates within a timesheet line.

Image RemovedImage Added

Viewing Timesheet Notes

  • Clicking on the Notes tab Image RemovedImage Added  will display all of the notes added to the timesheet
  • While in the Notes tab, clicking on any timesheet line will display only the notes associated with that line.

Adding a Note

  • From the Timesheet tab Image Removed Image Added, click on the Image Removed Image Added icon for the line you wish to add a note. Alternatively, you can also add a note via the Notes tab Image Removed Image Addedby clicking Image Removed Image Addedbutton after clicking on any timesheet line.
  • Enter the note in the Notes pop up window.
  • Identify the Start Date and End Date for which this note applies.
  • Click SAVE & CLOSE to add the note.
  • The icon will change to Image Removed Image Added.

Modifying a Note

  • Find the note you wish to modify in the Notes tab Image RemovedImage Added
  • Click on the edit Image RemovednoteImage Added icon on the line you would like to update the note.
  • Edit the note and/or dates
  • Click SAVE & CLOSE 
  • The timesheet notes will appear at the bottom of the page 
  • Click line associated to the note you would like to update
  • Modify the note on the right side of the screen
  • Click SAVE when you are done.

Deleting a Note

  • Find the note you wish to delete in the Notes view.
  • Click the delete Image Removed Image Added icon
  • Confirm the deletion by clicking "Yes" in the dialogue box.

Daily Notes 

  • To be prompted to add a note on a daily basis, click the box next to Daily Note Image Added
  • When selecting the box to enter hours, a note box will appear
  • Enter your note then click Save
  • In version 8.2 and higher the daily note can be accessed within in the hour entry box Image Added. For versions below 8.2, the daily note can be viewed by selecting the Notes tab

Other Types of Notes

Depending on how your application is configured, other types of notes may be used or required.

...