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Discover some of the functions that you will regularly interact with in WorkBook in this overview of the time & expense module.

ON THIS PAGE YOU WILL FIND:

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TIMESHEET NAVIGATION

In the time entry tabYou can access your timesheet via the time and expense module > time & expense menu > timesheet sub menu. From the timesheet sub menu, you can:

  • add time, even if you’re not assigned on a task

  • submit time entries

  • review your timesheet for the day/week

  • pin jobs/tasks to your timesheet

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TIMESHEET NAVIGATION

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NUMBER

FUNCTIONALITY

1

Time & Expense – gives you access to:

  • Timesheets

  • Expenses

2

personal information – this menu gives you access to:

  • My Settings

3

The further options menu allows you to:

  • Add a job or task

  • Add task options

  • Copy timesheet from previous week

  • Delete selected time entry

  • Delete all records with no data

  • Approve/revoke entries

  • Add an absence entry

  • Add a mileage entry

  • Add an expense entry

  • Show detailed entry information

4

3

This menu allows you to:

  • Expand

  • Collapse

  • View favourite views

  • View global views

  • Modify grid

  • Export grid data

  • View grid shortcuts

5

4

Pin jobs to your timesheet6

5

These timesheet tabs allow you to (from left to right):

  • View a weekly timesheet

  • View a daily timesheet

  • See timesheet suggestions

  • See timesheet statistics

  • See timesheet approvals

7

6

Allows you to switch between weeks8

7

Allows you to search the timesheet grid9

8

Allows you to search jobs10

9

Allows you to add a new job or task11

10

Submit your timesheets for approval12

11

Add a task ID

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