Timesheets.com has tools (that are currently unreleased to the public) that allow us to update bill and cost rates for many users at once. This includes the default bill and cost rates shown on the Project and Account Codes lists, but also includes override rates on an individual basis. Once…
Before exporting to QuickBooks Online, first complete the QuickBooks Online Setup Instructions in this section of the support docs. Once that is done, continue below. Create a Dataset for Export Begin the export process by visiting the Export form and selecting the data to export using the available filters. Review…
Before exporting to QuickBooks Online, first complete the QuickBooks Online Setup Instructions in this section of the support docs. Once that is done, continue below. Create a Dataset for Export Begin the export process by visiting the Export form and selecting the data to export using the available filters. Review…
How to Clock In/Out To clock in, click the green Clock In button at the top of the left hand menu. (If the menu is not displayed, click the 3 bar menu icon in the top left corner to reveal the left menu.) After clocking in, a confirmation window will…
To access the Data Export tab, click the gear wheel icon in the upper-right to view Company Settings. QuickBooks Desktop Importer There are two ways to download and import data into QuickBooks Desktop. Method 1 refers to the QuickBooks Desktop Importer tool which can be downloaded by clicking the blue Download…
To access the Data Export tab, click the gear wheel icon in the upper-right to view Company Settings. Status Report Distribution List The status report email can be distributed to any email address (even if the recipient is not a Timesheets.com user) and contains current timesheet and expense totals, plus…
To access the Data Export tab, click the gear wheel icon in the upper-right to view Company Settings. This section contains additional settings for formatting payroll data export files for various payroll software. For information on payroll exports, see our Integrations and Exports section. ADP Compatible Settings Enter the Company Code and Batch Number for ADP…
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The default display option for all list items in all the various forms on Timesheets.com is by checkbox. If you have a large list, however, you may wish to try using list boxes instead. List boxes can be enabled via the Display Options menu accessible by clicking the User Icon…
Click on the User Icon in the top right of your screen, then click Display Options to access to the Display Options menu. The menu allows you to make display choices that affect how your data is displayed. Table Size Setting The Table Size setting allows you to change the…
To print reports, begin by clicking the Printer/PDF icon at the top right of the report to reveal the The Print/PDF Options Default Dialog Box. In addition to setting your print options, the dialog box will remember the settings you choose as defaults. If you change a setting in the…
Add a photo to the user’s account on this page. JPG or PNG Files are accepted.
The Basic settings page is where primary information about the user is stored including their name, email address, job title and employee classification details. This page is also where you select a user’s supervisor for and access level. Access Levels The Disable Login Button The purpose of the Disable Login…
Previously Generated Reports are saved for 4 hours or until the user who ran the report logs out of their account, whichever comes first. Reports can also be named for easy retrieval, but this is optional and usually not required unless you’re running the report in the background and plan…
We’re so happy to meet you! You may be wondering about Timesheets.com and what exactly we do. You’ve probably already figured out that we track time, but what you may not know is that Timesheets.com is really a productivity tool that benefits everyone, including you! Time tracking isn’t the most…
The message center contains four types of information: When a new message or notification is available, a red badge will display on the bell icon in the right corner of website. New messages and notifications are shown in bold text. To toggle between read or unread, click on the line…
The following information will help you configure QuickBooks. You should consult your individual documentation to be sure you are setting up QuickBooks correctly to work with Timesheets.com as things may change slightly from version to version. Timesheets.com recommends strongly that you backup your latest QuickBooks file prior to importing data….
To access the My Account Settings page: The My Account Settings page contains access to the following personal settings: If you’re an account administrator, you’ll also have access to a setting that allows you set the frequency for an automated status report email.
To access Signature Statement settings: Click the gear wheel icon in the upper right to view Company Settings. Navigate to the Security tab. Click on the link to the Signature Statement page. This page is where you’ll configure legal signature text used with the employee signatures feature. When employees electronically sign their timesheets or…
The Audits tab is accessible by clicking the gear icon to the left of user names on the Dashboard. Once in user settings, look for the Audits tab along the top of the page. There are several sub-pages including the User profile history page, the Event Log, and one page…
The Dashboard is your home page. It contains detailed information about the statuses of each employee including direct links to everyone’s time and expense information. Once on the dashboard, click on the appropriate tab to view information about each of your referrals. The available tabs are detailed below: The data…
Timesheets.com now offers an API for customer use. API Dashboard: https://secure.timesheets.com/api/public/v1/index.cfm Current documentation version: There are a few things to keep in mind when making use of the API: There are two methods for generating credentials for the API: OR Once an API key and authorization token have been created,…
Before you can import calendars from other applications you will need to create a calendar in Timesheets. See this article for instructions. Importing an ICS File Importing calendars is done using what’s called an iCalendar or .ics file, a file format most popular calendar programs can export. To import your…
These are the most common reasons an export to QuickBooks Online might fail and their solutions. Customer Service can help if your problem isn’t solved using one of the solutions below. Contact us at 800 770-4959. QuickBooks Online Simple Start Version Not Supported QuickBooks Online Simple Start is a version…
Your payroll data can be exported to a pre-formatted CSV file for use with ADP Run. You must ask ADP to enable this feature within your ADP account, and you must complete the short setup procedure below. Adjusting Company Settings in Timesheets.com Settings for the ADP export format can be…
Timesheets.com has a flexible accrual system and is capable of tracking both time off and time off accruals as workers accumulate “bank” or “leave” balances. This article will direct the reader to the various support pages that address the following functions: Setting Up Time Off Categories Time off setup begins…
Adhering to California meal time rules can be challenging for any company. Timesheets.com has a workaround that could help your company avoid costly penalties by alerting employees that they are approaching a 5-hour limit before a meal time violation occurs. In order to set this up, there are two settings…
The project timesheet is accessed from the dashboard by clicking on a user’s total hours under the Project Timesheets column. The timesheet view is mostly the same for all users but will display certain information only to managers, depending on assigned permissions. Administrators see all features, while supervisors might not…
The expense sheet is accessed from the dashboard by clicking on a user’s total expenses under the Mileage & Expenses column. The default view is mostly the same for all users but will display certain information only to managers, depending on assigned permissions. Administrators see all features, while supervisors might…
Lists are used to categorize time and expenses for reporting and exporting. List items can be created and edited on their individual pages accessed via the left menu. Timesheets.com has 5 lists: List items can be entered individually or by using our import tool. (See this section for details on…
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