This article specifically focuses on creating timesheet entries from the Timesheets tab. This method is only recommended if you are creating historical entries on behalf of your staff or if you're needing to create non-billable entries.
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.
Entering 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), and then click the + icon to create the entry.
Note: Below this video, we've added a detailed list of what each field represents when creating the timesheet entry.
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.
Note: If you do not assign the entry to a Job, Tradify will assume the entry to be non-billable. For more information on non-billable timesheet entries, please see here.
Task – Use this field if you'd like to assign your Timesheet Entry to a Task.
Note: for more information on Tasks, please see here.
Billing Rate – This is the hourly rate that Tradify will use to charge your customer. This defaults to the Staff Members default billing rate, but you can change it by using the drop-down button. For more information on Billing Rates, please see here.
Important Note: The Hourly Cost is taken from the Staff Members profile, not the Billing rate. This is so the system can accurately calculate the cost of each employees time.
Notes – a description of the work carried out - This field is optional.
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.