How Do I Review Time Entries?

Time entries can be viewed in any of the time entry screens—Sheet View or Simple Time Card. You can also review both time and expense entries in the Reviewer screen. A project manager primarily performs this function but a billing manager or Supervisor can also do it.

To review time entries:

1. Click on Time menu and open any time entry screen, preferably Sheet View.
2. You can view the information in the View By: Project/Employee/Vendor mode. Employee is the default selection, but you can choose Project for now.

3. Accordingly, select the Project whose time records you want to review.
4. In the Period and Period Including field, enter the date of the time entries you want to view.
5. Click Refresh. All the time entries meeting your criteria display in the grid. You can scan the list of entries and instantly know their status by the color of the text:

            Billable – Black text

            Non-Billable – Red text

            Billed – Blue text

6. Turn on the ‘Show Totals’ option to display the totals fields. When you do so, BillQuick Online displays the total billable and non-billable hours, billable percentage and total hours for the period selected by you. BillQuick Online displays statistics that break down the hours into billable and non-billable.

Project managers can utilize these fields when reviewing all time charged to a project. By selecting View By: Project and ‘All’ for Period, totals quickly break down billable and non-billable hours charged to-date to the project. Non-billable hours can indicate how much time was lost or given away to gain or keep the business. You can further refine the displayed records by filters.

Another potential use of the information here is to check an employee’s year-to-date billable and non-billable time. By selecting View By: Employee and ‘Year’ for Period, a manager can gauge performance (printed reports showing this information are also available).

7. Review, edit or approve entries, as required (See Approving Time Entries below). When you have finished, click Save and then Close.

To review time entries in the Reviewer screen:

Reviewer screen is available in the BillQuick Online Enterprise edition only.

The Reviewer screen allows you to review, submit, approve and reject time and expense entries recorded by employees and vendors for various projects.

The grid displays color-coded entries based on their status: Black for Billable, Red for Non-Billable and Blue for Billed. Security permissions restrict who sees bill and cost rates on the screen and in reports, as well as who can edit time and expense records should they need adjustment.