In the time entry section, you will be able to track your transactions either on a ‘Time Entry Grid View’ Or on a ‘Time Entry Calendar View’.
The Time Entry Grid View:
  1. This screen offers a date selection (upper left corner), allowing you to choose the date you are creating the transactions for – either prior, current or a future date.
  2. To create your time entry transaction, you could choose one of the following options: Use the ‘New Time Entry’ or ‘Start Timer’.
  3. ‘New Time Entry’ – allows you to create a time entry where you could manually type in the number of hours worked.
You will get the option to search for:- Client- Engagement (Optional)- Search for the Work code - The Work code selection will determine what type of transaction you are creating if it’s Chargeable, Nonchargeable or an Expense transaction.- Set the number of hours or units worked- Amount - TPS will calculate the $ amount- Description (optional)- Once you are done please click on the Save icon

The second option to track time will be using the 'Start Timer' Icon:
  • ‘Start Timer’ - will allow you to Start, Pause and Finalize the timer to track the hours spent on that task. * Start Timer will only allow you to track time for the current/today's date* .
You will get the option to search for:- Client- Engagement (Optional)- Search for the Work code - The Work code selection will determine what type of transaction you are creating if it’s Chargeable, Nonchargeable or an Expense transaction.- Description (optional)- Click on the Play icon to allow it to start tracking the time*on the upper right section of the screen you will be able to access the ‘Timers’ that are still running, allowing you to Pause and Finalize or Delete the transaction.
Once your transactions are Saved/Finalized – they will show on the Time entry grid view, allowing you to choose from the 'Actions' Icon what to do with those transactions.
  • Actions Menu Icon:
  • Copy Time
  • Set WIP Status (Posting to WIP will allow you to bill them)
  • Set Time Status (If it was already posted to WIP by setting it to Time status will allow you to modify the transaction)
  • Change Employee
  • Change Date
  • Select All Entries
  • Send Email
  • Delete Entry
Please let us know if you have any questions.