Create Timesheet Entries From the Timesheets page on Tradify Web

Updated December 04, 2024 19:53

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Topic

There are a number of way to enter timesheets on Tradify Web, in this article we will focus on adding timesheets from the main Timesheets Page.

Note: If you're wanting to quickly enter time against a job in a live environment, we recommend using the Job Timer function within the job, or by creating a timesheet entry within the jobs 'time' tab. More information on these processes can be found here.

Create Timesheet Entries

To enter a timesheet entry within the Timesheets tab:

Navigate to Timesheets.
Select the Staff Member icon that you wish to enter the timesheet entry for.
Click the + icon to create the entry.

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Fields Breakdown

Field	Description
Date	The date of which the work was carried out.
Hours	The number of hours used.
Minutes	The number of minutes used.
Job	Use this field to select the Job the entry is for. (If you do not assign the entry to a Job, Tradify will make this a non-billable entry. For more info on this, see here).
Task	Use to assign your Timesheet Entry to a Task associated with the job. (for more information on Tasks, please see here).
Billing Rate	This is the hourly rate that Tradify will use to charge your customer. This will default to the Staff Members set billing rate, but you can change this using the drop-down menu. For more information on Billing Rates, please see here.
Notes	A description of the work/task carried out. - This field is optional.

Edit Working Hours

Tradify allows you the option of editing your timesheet to reflect your working hours, whatever these may be.

To do this:

Go to Settings.
Go to the Scheduler settings.
Select your desired time under the Working Day Start and Working Day End fields. You can either type in your times or select the clock icon to choose a specific time.
Select Save.
Head to the Timesheet settings.
Select your Timesheet Week Start and Time tracking method. You can choose to display your selected work hours or the duration of your entries.

Timesheet Key

There are three colour variants to timesheet entries. Each colour represents the type (or stage) of the entry.

Green – The timesheet entry is billable and has already been invoiced.

Red – The timesheet entry is billable and has yet to be invoiced.

Orange – The timesheet entry is non-billable.

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