Manual Invoice - Time Details

The Time Details screen shows time entries and related information in the Manual Invoice screen. These entries are relieved (status changed to Billed in the time entry database) when the invoice is generated. Time Details enables you to exclude and edit entries before processing an invoice. You can also mark time entries as billed to remove them from future processing.

The following are descriptions of fields on the Time Details screen:

Date From/To:

This field allows you to select a time range for viewing entries in the grid.

Memo:

Displays the memo associated with a time entry, if any. You can also add a new memo or edit an existing one for the selected time entry.

Select:

Click this to select a time entry in the Time Details grid.

Exclude:

If you want to exclude specific time entries from processing on an invoice, you can check this option. This option excludes time entries for only this billing session and still keeps them in the work-in-progress.

Mark Billed:

You can check this option to mark the selected time entries as billed, even if they are not processed with an invoice. This removes the entries from the work-in-progress and future processing of invoices as well.

Date:

This column displays the date of each time entry.

Project ID:

The project against which a time entry is recorded.

Employee ID:

Employee who performed the task or activity charged to the project.

Activity ID:

Activity ID or task performed by an employee (or vendor) against a project.

B-Hours:

Displays the billable hours worked on a particular activity. You can change it here.

Description:

The description of the activity being performed. This is brought forward from the Activity Codes screen but you can change it here.

Project Name:

Displays the full name of the project against which the time entry is recorded.

Cost Rate:

The cost rate of the selected time entry. The rate is automatically brought forward based on the project's settings and rate hierarchy.

Bill Rate:

Bill rate of the selected time entry. The rate is automatically brought forward based on the project's settings and rate hierarchy. However, you can change it here.

Amount:

Displays the billable amount as calculated in the Manual Invoice screen.

OT:

Checked, the time entry is flagged as overtime. This is the extra time worked by an employee on an activity beyond the standard hours.

Xtra:

Checked, the time entry is flagged as extra. This is the extra time worked by an employee beyond the contract amount.

Billable:

The Billable check box indicates whether the time entry is billable or not. This field is editable and you can check or uncheck it to mark an entry as billable or non-billable.

VB:

Indicates whether the time entry is related to a vendor bill or not. Records which are associated with vendor bills display. On double-clicking, it opens the Vendor Bills screen.

Time Details Button Panel

Mark All Billed:

If you would like to mark all the time entries as 'Billed', click this button.

Exclude All:

If you would like to exclude all time entries displayed on the grid from processing, click this button.