Add a Manual Item to a Timesheet
You can add manual items to a timesheet if all of the following conditions apply:
the status of the timesheet is Not Reviewed
the timesheet is an original (normal), back pay or adjusted back pay timesheet.
1 | Open the timesheet to be adjusted in the Interpreted Timesheet Details screen. | |
2 | On the Interpreted Timesheet Details tab, click Add. A new row is added in the Pay Bill Details table on the Interpreted Timesheet Details tab of the screen. |  |
3 | In the Item Date column in the new row, click in the date field and select the date for the timesheet item. Note that only those dates that fall within the timesheet start and end date, as shown in the header of the Interpreted Timesheet Details screen, can be selected. | |
4 | In the Pay Code column in the new row, select the pay code against which the item is to be paid. | |
5 | In the Pay Quantity column in the new row, key the quantity of the item to be paid. For example, a value of 2 indicates that the payee will be paid for two unit of the item. | |
6 | In the Pay Rate column in the new row, key the monetary rate at which the item will be paid. For example, a value of 20 indicates the payee will be paid at a rate of $20.00 per unit, assuming the currency is dollars. | |
7 | In the Bill Code column in the new row, select the bill code against which the item will be billed. | |
8 | In the Bill Qty column in the new row, key the quantity of the item for which the client will be billed. For example, a value of 2 indicate s that the client will be billed for two unit of the item. | |
9 | In the Bill Rate column in the new row, key the monetary rate at which the client will be billed. For example, a value of 35 indicates that the client will be billed at a rate of $35.00 per unit, assuming the currency is dollars. The totals displayed at the bottom of the Timesheet Details screen update to factor in the new item. | |
10 | In the Project Code column in the new row, key the project code identifying the project with which the item is associated if necessary. Skip this step if the item is not associated with a project code. | |
11 | Click Save. A confirmation message opens, indicating that the interpreted timesheet has been saved. |  |
Copy a Timesheet Item
You can copy items on a timesheet if all of the following conditions apply:
the status of the timesheet is Not Reviewed
the timesheet is an original (normal), back pay or adjusted back pay timesheet.
1 | Open the timesheet to be adjusted in the Interpreted Timesheet Details screen. | |
2 | On the Interpreted Timesheet Details tab, find the row that represents the item to be copied. | |
3 | Click the Copy button next to the item to be copied. A new row is added below the item you copied, with identical details to the item you copied. |  |
4 | Change any of the details in any of the columns of the new row as required to suit the new timesheet item. For more information about any of the columns displayed on the Interpreted Timesheet Details tab, see Reviewing Individual Timesheets. | |
5 | Click Save. A confirmation message opens, indicating that the interpreted timesheet has been saved. | |
How to Edit a Timesheet Item
You can add edit an item on a timesheet if all of the following conditions apply:
the status of the timesheet is Not Reviewed
the timesheet is an original (normal), back pay or adjusted back pay timesheet.
Only manual and copied items can be edited; interpreted items cannot be edited.
1 | Open the timesheet to be adjusted in the Interpreted Timesheet Details screen. | |
2 | On the Interpreted Timesheet Details tab, find the row that represents the timesheet item to be edited. | |
3 | In the selected row, change the item date, pay/bill codes, pay/bill rates, pay/bill quantities or project code as required. | |
4 | Repeat steps 2 and 3 if you want to edit any other items on the timesheet. | |
5 | Click Save. A confirmation message opens, indicating that the interpreted timesheet has been saved. | |
How to Delete a Timesheet Item
You can delete items off a timesheet if all of the following conditions apply:
the status of the timesheet is Not Reviewed
the timesheet is an original (normal), back pay or adjusted back pay timesheet.
Only manual and copied items can be deleted; interpreted items cannot be deleted.
1 | Open the timesheet to be adjusted in the Interpreted Timesheet Details screen. | |
2 | On the Interpreted Timesheet Details tab, click the row that represents the timesheet item you want to delete. The row you selected is highlighted. | |
3 | Click the Delete icon. The item is deleted. |  |
4 | Click Save. A confirmation message opens, indicating that the interpreted timesheet has been saved. | |