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Time Entries

Updated

Overview

Time Entries is a powerful screen for entering time. Although employees generally fill out weekly time cards, this advanced screen allows power users to see any range of time entries and can be viewed in multiple ways for multiple purposes. Time Entries is an important screen especially for managers and reviewers as it helps them track down possible mistakes and reconcile summary values. Your employees can view their task allocation summary on this screen to keep track of allocated hours used and remaining. Also, if you need to print or export time entries for more than a week, this screen allows for custom date ranges unlike Time Card. Click to watch this video on managing time entries in BQE CORE.

time entries thumbnail.jpg

The time entry rows are color-coded. They display a colored bar on the left: red indicating a non-billable entry, green indicating a billed entry and gray indicating entries locked for billing. This screen has smart drop-downs in the entry view that remember the recently used items for the logged-in user. If you follow a submit-approve workflow in your company for time tracking, you must familiarize yourself with the icons used to indicate different workflow status in BQE CORE.

Icon Status

forwarded.png

Forwarded

submitted.png

Submitted

time-entries.png

Approved

cancel-icon.png

Rejected

Note: You can get a visual overview of this feature in CORE from the Time and Expense Entry flowchart.

Field Descriptions

How To

Add Time Entries

Track Comp Time

Add Custom Fields

Add Documents

Send Time Entries

Submit Time Entries

Approve Time Entries

Batch Update Time Entries

Release Time Entries

Update Rates

Copy and Paste Time Entries

Show/Hide Columns in Grid

Export Time Entries

View Reports

Import Time Entries from CSV

Calculate Overtime

Send Time Entries for eSign

Apply Filters

Mark Screen as Favorite

Field Descriptions

Field Name Field Description
Time Entries >
Date CORE pre-fills the date field with today’s date when creating a new time entry.
Hours Actual hours worked on a project. The same number of hours is automatically carried to the Client Hours field. If you export CORE data to a payroll system, these actual hours are used as the basis for payroll or job cost reports.
Time Entries > Edit Time Entry > General >
Classification Job classification or title of a timekeeper brought forward from the Fee Schedules or Employees screen. If the Use rates by classification rule is set at the project level, CORE retrieves the bill rates by job classification as set up in the fee schedule when entering time. However, you can override that here.
Client Hours Hours billed or charged to the client. By default, the actual hours are carried to this field but can be changed. You can enter time in the decimal format. The default smallest time increment in CORE is 0.25 hours (15 minutes).
Extra Time Any time worked beyond that specified in the contract. It is billable, but not deducted from the contract amount when a project is evaluated as over or under budget, unless specified in the billing schedule. It is in addition to the contract amount. Time entered and flagged as extra creates an exception to the Automatic Evaluation rule. When marked as extra, the billable value is not evaluated against the project's contract amount.
Comp Time Compensation time is the extra time logged beyond the standard working hours and can be banked. You can make use of comp time by entering time against the GEN:COMP activity, which is un-editable, non-billable and charged to the company's Overhead project.
Flag 1/2/3

These flags can be used to track any characteristic of the time entries. The label for the flags can be modified in Custom Labels.

Paid If checked, it indicates that a vendor has been paid for the time entry. When time entries are approved, you can pay the vendor from the Bill Payments screen even if vendor bills are not created for those entries. After this A/P transaction is done, the Paid option is checked and the check number can be referenced in the time details.
Add Memo You can add a memo for the time entry, especially if it is required to do so. CORE pre-fills it with the associated activity memo, if available. CORE also allows you to view pre-defined memos of activity and fee schedule service line items prior to saving an entry.You can format the text using the toolbar, if needed. It also gives you the option to clear any formatting while copy-pasting. 
Time Entries > Edit Time Entry > Additional >
Income Account Account that tracks any income or revenue associated with a time entry. It is brought forward from the Projects screen or else Activity Items, but can be changed here. Assigning income account to a time entry helps keep track of the income from your services, and generate profit and loss and other such reports. It is required for accounting and data integration with your accounting software.
Expense Account Account that tracks any expense associated with a time entry. It is brought forward from the Projects screen or else Activity Items, but can be changed here. Assigning expense account to a time entry helps keep track of the expenses incurred on the services, and generate profit and loss and other such reports. It is required for accounting and data integration with your accounting software.
Class If a class is assigned at the project level, it gets pre-filled for the time entries. You must assign a class to items before creating invoices and prior to the data synchronization with your accounting software. Else, your class fields will remain blank there and not display on reports.
Cost Rate Percentage value representing the cost to your company for per hour of work done by employees or vendors on a project. The rate is pre-filled based on the project settings.
Cost Amount Total cost of a time entry and is calculated as Hours x Cost Rate, where Hours represent the actual hours worked.
Bill Rate Rate at which a client is billed for per hour of work done by employees or vendors on a project. It is pre-filled based on the project settings and rate hierarchy.
Amount

Total billable amount of a time entry including taxes. It represents the value of time entries, whether they are billed to the client or not. It is calculated as:

(Client Hours x Bill Rate) x [1+ (Tax 1 + Tax 2 + Tax 3)]

If you change the amount of a time entry manually, it generates or recalculates the write-up or write-down percentage (the normal WUD value being 0).
L Code The legal industry has a set of uniform task-based codes called Litigation Codes (L-Codes) that is used in coding time for billing purposes. You can select the L-Code for each time entry corresponding to its activity. These codes can be used for mapping purposes when exporting invoices to LEDES. This is available only for the legal industry type.
Write Up/Down

Percentage at which billable hours are written up or down. The WUD amount is calculated as:

[WUD x Client Hours x Bill Rate x (1 + Tax 1/100 + Tax 2/100 + Tax 3/100)]
Tax 1/2/3 % These tax rates are brought forward from Activity Items and summed before computing the item tax as part of the bill amount.
Purchase Tax Rate If you have vendors (say contract employees) that enter time in CORE, you can enter a purchase tax/HST rate as a percentage for those activity/service items to accommodate the tax you pay them. This tax rate passes on to the time entries and vendor bills though it does not affect the Amount calculation in any way and is for tax reporting purposes.
Time Entries > Workflow > Submit Time >
Submit To You can submit time entries to your manager or a specific person from the list.
Resource This can be an employee or a vendor (contract employee or outside consultant). This option is available only if you choose Submit To: Specific.
Type

This represents the type of workflow assigned to the submitted time entries, depending on the purpose of the submission.

  • Billing and Payroll: if time entries are submitted for the purpose of billing the client as well as including them in the payroll of the employee. This option is selected by default.
  • Billing: if time entries are submitted only for the purpose of billing the client
  • Payroll: if time entries are submitted only for the payroll of the employee. This option is only visible if you have the rule Enable separate Payroll approval workflow for time entries checked in Settings > Time & Expense.

Time Entries > Import Time Entry from CSV >
CSV (UTF-8)

UTF stands for Unicode Transformation Format. It is a character encoding format that can be as compact as ASCII (if the file is plain English text), but can contain unicode characters as well. It uses 8-bit blocks to represent each character that is encoded. UTF supports many languages and can accommodate pages and forms in any of those languages.

Add Time Entries

To enter time, watch this video or follow these steps:

  1. Open the Time Entries screen from the side menu > Time & Expenses.

    add_time_entries.png

  2. The Show option at the top pre-selects Employee and your ID, by default. Typically, for entering time, you would keep Employee (or Vendor).
  3. Click Add and enter the required information in the top row of the grid. Check Field Descriptions above for details.
    • Date: CORE pre-fills the date field with today’s date when creating a new time entry.
    • Project
    • Activity
    • Hours: actual hours worked on a project
  4. Click Done.

You can view the allocation summary on this screen to keep track of your allocated hours used and remaining. When an individual resource is allocated to an activity group, this dynamic allocation summary does not consider the activities that are part of the group for the used or spent value.

 

Track Comp Time

When employees work extra hours, they can record them as non-billable compensation time (banked hours). When you use your banked comp time, a special GEN:COMP activity item is to be used when recording time. Usually, a company charges comp time to the overhead project.

Note: The GEN:COMP label can be replaced by any activity item in the Settings screen.

To track comp time, watch this video or follow these steps:

  1. Open the Employees screen from the side menu > Contacts.
  2. In the list view, select an employee on the grid and click dropdown-caret.png to select View Details.
  3. In the detail view, go to the General > Dates & Hours tab.

    employees_comp_time.png

  4. Under the Comp Time Details section, set the Frequency and Hours for calculating comp time. Click Save. Example: If you want CORE to calculate comp time for an employee whenever time entry exceeds 48 hours per week, then you can enter Frequency as Weekly and Hours = 48.
  5. In the Time Entries screen, record one entry for all the banked comp time an employee currently has against the Overhead project and a non-billable activity item (but not GEN:COMP). Otherwise, an employee can record time entries as usual and then CORE automatically calculates the comp time based on your settings.

    time_entries_comp2.png

  6. When the employee wants to use these banked hours, time entry should be recorded using the GEN:COMP activity. This reduces the employee’s banked comp time.
  7. Run the employee comp time report from the Reports screen. You can compare the comp time earned by the employees to comp time used by them.

Add Custom Fields

Using custom fields, you can track extra characteristics and attributes of the time entries. For example, if you want employees to record the location of the time entry where the service is provided, you can create a custom list called State or Location and make it a drop-down list.

To add a custom field, watch this video or follow these steps:

  1. Open the Time Entries screen from the side menu > Time & Expenses.
  2. In the list view, select an entry on the grid and click Detail on its row.
  3. On the Edit Time Entry screen, go to the Custom Fields tab.

    time_entries_custom_fields.png

  4. Click Add Custom Field and select the type of field you want to add, say Dropdown.
  5. On the Add Dropdown dialog, enter the required information:
    • Name
    • Field Type
    • Type: New or Choose From Existing
    • Show in List View: If you want this field to appear under the Show/Hide Columns list and show up on the grid.
    • List Name, say Location
  6. Click Add List Item and enter the names in the grid, say NY, CA, NC, etc.
  7. Click Done.
  8. When you have added all list items, click Save.

Your new custom field displays on the screen. Your employees can now select items from this drop-down. You can also check the detailed video on managing custom fields in CORE.

Note: You can display a maximum of three custom fields on the list view per screen. These custom fields are editable there.

Add Documents

To add a file to a time entry, watch this video or follow these steps:

  1. Open the Time Entries screen from the side menu > Time & Expenses.
  2. Select a time entry on the grid and click Detail on its row.
  3. On the Edit Time Entry > Documents tab, click Add.

    time_entries_documents.png
  4. On the Add Documents dialog, select the relevant tab, depending on the type of document.
    • Computer: To attach files stored on your computer, enter its Description and drag your file or click to browse to that location.
    • Hyperlink: To attach an external link, enter its Description and then insert the hyperlink.
    • Dropbox: To link files stored in your Dropbox account, enter its Description and then browse for it.
    • Google Drive: To link files stored in your Google Drive account, enter its Description and then browse for it.
    • OneDrive: To link files stored in your Microsoft OneDrive account, enter its Description and then browse for it.
    • Box: To link files stored in your Box account, enter its Description and then browse for it.
    • Resource Library: To link company resources, select the resource from the library. This option is available only with CORE CRM.
  5. Click Add.

CORE pre-fills some of the information about the attached documents in the grid. You can send the documents to your clients, employees, or other contacts for getting their digital or electronic signatures (eSignature via DocuSign) using the eSign option from the dropdown-caret.png row-action menu. CORE automatically adds the signed documents to the Documents folder of the entity (record) as separate attachments. You can also check the detailed video on managing documents in CORE.

Send Time Entries

In CORE, you can send time entries to your accounting program, such as QuickBooks Online, MYOB AccountRight or Xero Accounting.

To send a time entry to your accounting program, watch this video or follow these steps:

  1. Open the Time Entries screen from the side menu > Time & Expenses.

    send_time_entries.png

  2. Select a time entry on the grid and click Detail on its row.
  3. On the Edit Time Entry screen, click Actions > Send To on the top-right.
  4. Select the relevant option from the drop-down, say QuickBooks. Your data is sent.

Note: CORE allows you to send time entries to QuickBooks using the Send to QuickBooks option from the dropdown-caret.png row-action menu in the list view. You can send a maximum of 25 records from the time entries list to QuickBooks without having to drill down into the detail view. CORE displays a progress bar when sending these records to QuickBooks.

Submit Time Entries

As a part of the workflow, CORE allows you to submit the selected time entries for approval using various options. When time entries are submitted, the supervisor or manager gets notified about these submissions. You cannot submit entries that are already approved. In case of email notifications, CORE allows managers to quickly approve or reject the workflow entries submitted by employees directly from the emails.

To submit a time entry for approval, watch this video or follow these steps:

  1. Open the Time Entries screen from the side menu > Time & Expenses.

    time_entries_submit1.png

  2. Choose the relevant Show option at the top: say Employee.
  3. Select the Period and From-To dates for which you want to view time entries.
  4. Now select the time entries on the grid that you want to submit and click Actions > Workflow > Submit.
  5. On the Submit Time dialog, enter the required information. Check Field Descriptions above for details.

    submit_time_entries_2.png

    • Submit To: your manager or a specific person
    • Resource: employee or vendor
    • Type: of workflow assigned to the submitted time entries, depending on the purpose of the submission
    • Memo
  6. Click Done.

After submitting the time entries, you have an option to un-submit them by clicking Actions > Workflow > Un-submit.

Approve Time Entries

As a part of the workflow, CORE allows you to approve the time entries submitted to you. Only billable and approved entries are available for billing even though CORE charges all entries against the budget or contract amount. Approving time entries prevents modification by any user with limited security permissions. You can also reject time entries for any reason, irrespective of their workflow status except for un-submitted and rejected time entries. In case of email notifications, CORE allows managers to quickly approve or reject the workflow entries submitted by employees directly from the emails. However, only submitted or forwarded time entries can be rejected, not the approved ones.

In CORE, you can select multiple time entries and change their workflow status (e.g., from submitted to approved) in a batch. The workflow update process takes some time when there are many records to process. To keep you informed, CORE displays a detailed message on the Time Entries screen. This message auto-refreshes every 15 seconds to provide the status or you can click Refresh Status to manually refresh it. CORE ensures that you receive notifications when the records are successfully updated, as well as when some or all records are not processed successfully. On clicking the notification, CORE takes you to the relevant screen displaying a list of entries and their status.

Note: Company managers or owners might want their time entries to be approved automatically. You can select the auto-approve options for time and expense entries at the global level for all or at the project level for selected projects.

To approve a time entry, watch this video or follow these steps:

  1. Open the Time Entries screen from the side menu > Time & Expenses.

    time_entries_approval.png

  2. Choose the relevant Show option at the top: say Project.
  3. Select the Period and From-To dates to view relevant time entries.
  4. Now select the time entries on the grid that have been submitted. You can show the Submit Status column from More > Show/Hide Columns.
  5. Click Actions > Workflow > Approve. If you want to un-approve or reject time entries for some reason, select those entries on the grid and click Actions > Workflow > Un-Approve or Reject instead.
  6. On the Approve Time dialog, enter a memo, if needed.
  7. Click Done.

After approving time entries, you have an option to un-approve them by clicking Actions > Workflow > Un-approve. However, you cannot un-approve locked entries.

Batch Update Time Entries

As long as you have not billed time entries in CORE, you can delete them. You cannot delete time entries that are linked to credit card transactions, checks, invoices, vendor bills, payroll, etc. Otherwise, you can make them non-billable, exclude them or use the batch update feature to update their memo. In addition, you can update entries that are linked to cancelled or on-hold projects, or projects with Prevent Entry rules set up. Batch update also allows you to reset the values to none if the field is not required. You can apply a negative write-up/down. Also, changing the charge amount of a time entry applies a WUD to it.

Note: If batch update does not contain workflow updates, then CORE performs a quick, instant update up to a maximum of 5000 records selected at a time. However, if the batch update contains workflow updates, then CORE performs a slower, background update for selected records greater than 150, but a normal batch update for records less than 150. The background update is a time-consuming process because CORE needs to send notifications and emails to inform you when the processing completes.

To update time entries, watch this video or follow these steps:

  1. Open the Time Entries screen from the side menu > Time & Expenses.

    update_time_entries_1.png

  2. Select the time entries on the grid and click Actions > Delete to delete them.
  3. Otherwise, click Batch Update on the Actions menu to make batch changes to the selected entries. Using the dropdown-caret.png menu, you can select the total number of records without scrolling all the way to the end of the list, total number of records in view or none of the records.
  4. On the Batch Update dialog, select the relevant fields and then enter new values for them.
  5. Check the disclaimer at the bottom and click Update.
  6. To edit a single time entry, click Detail on its row.
  7. On the Edit Time Entry screen, enter more details or make your changes.
  8. Click Save.

Note: There are certain limitations to batch updating field values. For example, batch updating Project ID, Employee ID, Activity ID and OT flag here does not update the time entry rates based on the new values. You have to update the rates separately.

You can also check the detailed video on batch updating records in CORE.

Release Time Entries

If you do progress billing and have sent invoices to the client, you can release and link your time entries to previously processed invoices at a later date via batch update. CORE can recalculate and adjust the difference in the value of time entries and invoice amount by generating a write-down. You cannot do progress billing in case of split invoices.

To link time entries to an invoice, watch this video or follow these steps:

  1. Open the Time Entries screen from the side menu > Time & Expenses.

    time_entries_release.png

  2. Select Show: Projects and then choose the relevant project from the drop-down. This option works only in the Show: Project mode.
  3. Next, select the time entries on the grid that need to be linked with an invoice and click Actions > Batch Update.
  4. On the Batch Update dialog, under Assign Invoice Number, select an invoice to be associated with the time entries. You can choose an option to update the write-down, if any.
  5. Check the disclaimer at the bottom and click Update.

You can also check the detailed video on batch updating records in CORE.

Update Rates

You might need to revise the time entry rates or its classification at any time. For example, due to revised contracts, year-end new rates, special deals, employee raises, higher costs, new services, etc. You can run Update Rates in a batch mode to apply new bill and cost rates to the un-billed time entries and entries that are not locked. Often companies revise a fee schedule in the middle of the billing period. This Update Rates option allows you to go back retrospectively and batch update the time entry rates and their classification based on the filters applied. Time entries that are billed and linked to an invoice are automatically excluded.

This option uses the current fee schedule rates. However, if there is no fee schedule assigned to the project, then it uses either the rates from the Activity Items screen (provided that rule is checked in the Projects screen) or else the Employees screen.

To update time entry rates, watch this video or follow these steps:

  1. Open the Time Entries screen from the side menu > Time & Expenses.

    update_rates.png

  2. Select the desired time entries on the grid and click Actions > Update Rates.
  3. On the Update Rates dialog, enter the new Bill Rate and Cost Rate. Else, you can let CORE use the current rates.
  4. You can also choose to update the classification of these entries accordingly.
  5. Check the disclaimer at the bottom and click Update to apply the changes.

Copy and Paste Time Entries

Copying allows you to select an existing time entry and create a direct copy of that with the same project, activity, time entry description and hours using the paste functionality. Timekeepers can take a time entry already entered and then duplicate it. You can choose from the last entered time entries to auto-fill the project, activity and description. The date and hours are adjustable. Copy-Paste Special option in CORE updates the classification of the employee for whom you are pasting time. Example: If you copied a time entry of a Project Manager (with a bill rate of $125) and pasted it for a Principal (with a bill rate of $200), it changes the classification to that of the Principal.

To copy a time entry, watch this video or follow these steps:

  1. Open the Time Entries screen from the side menu > Time & Expenses.

    copy_and_paste_time_entries.png
  2. Select the time entries on the grid that you want to copy and click Actions > Copy. The entries are copied to the clipboard or system memory.
  3. Then click Actions > Paste to paste those entries on the grid. To edit the entries before pasting them, click Paste Special instead.
  4. On the Paste Time Entry dialog, select the fields you want to edit and enter new values for them.
  5. You can choose to increment or decrement the entry date as well.
  6. Click Continue. All entries are pasted on the grid.

Show/Hide Columns in Grid

You can configure the fields or columns that appear on the grid in the list view. You can hide or show columns, and sort the order of columns according to your requirements.

To do so, watch this video or follow these steps:

  1. Open the Time Entries screen from the side menu > Time & Expenses.

    time_entries_columns.png

  2. In the list view, click More > Show/Hide Columns on the action bar.
  3. Select or un-select the column names in the drop-down list, say Memo.
  4. Next, click the column you want to sort, say Amount.
  5. Click once for ascending order (A-Z) and twice for descending order (Z-A).

Note: You can resize the column widths on the grid and then reset them, if needed (More > Reset Column Widths). CORE also provides a Best Fit Columns option in that menu.

You can also check the detailed video on navigation and customizing grids in CORE.

Export Time Entries

In CORE, you can export time entries to the Comma Separated Values file format. CORE exports data from all available columns and not just the columns visible in the grid.

To export time records to a .CSV file, watch this video or follow these steps:

  1. Open the Time Entries screen from the side menu > Time & Expenses.

    Time Entries Export.png

  2. In the list view, click More > Export as CSV.
  3. A .csv export file is created and saved on your system at the default download location, say your desktop. Click to open the spreadsheet.

You can also check the detailed video on exporting data in CORE.

View Reports

To view a report, watch this video or follow these steps:

  1. Open the Time Entries screen from the side menu > Time & Expenses.

    time_reports.png

  2. In the list view, click More > View Reports.
  3. Select a report from the Report List dialog. It opens in the viewer.
  4. Preview the report and then choose to export or print it.

You can also check the detailed video on running and managing reports in CORE.

Import Time Entries from CSV

In CORE, you can import up to 1000 time entries directly from a Comma Separated Values (.csv) file format. It only imports those time entries whose activity, project and employee matches with the CORE company’s current list of activity, project and employee data. CORE does not create new items or resources if there are no matches. You can map the relevant fields between CORE and the CSV file and save those mappings for the future.

Note: You can download a sample import file to see how your import file should be and what kind of data it should include.

To import time entries from a .CSV file, watch this video or follow these steps:

  1. Open the Time Entries screen from the side menu > Time & Expenses.

    time_entries_import_csv1.png

  2. In the list view, click More > Import from CSV.
  3. On the Import Time Entry from CSV dialog, choose the CSV file to be imported. Check Field Descriptions above for details.
  4. You can drag-and-drop the file or click to browse to its location. Click Upload.
  5. On the Map Your Time Entry Fields dialog, you can match the relevant CORE Fields with the CSV Headers for each time entry. Each entry requires a date, project, activity, employee and hours to be mapped.

    time_entries_import_csv2.png

  6. You can select Saved Mappings from the drop-down, if you have one from a previous import.
  7. Click Continue. The imported entries pre-fill the grid.
  8. On the Review Mapping dialog, review the selected entries and their mappings. Un-check the entries that you do not want to import. CORE performs a validation of records, including formatting and data validation before you can proceed.
  9. Click the relevant Import option:
    • Import
    • Import & Save As New Mapping: Imports the entries and also saves the mapping for the future.
  10. The time entries are imported. You can check the imported data and make changes, as needed.

You can also check the detailed video on importing data into CORE.

Calculate Overtime

CORE allows you to analyze existing time entries and automatically mark them as overtime using the Overtime Calculator.

To calculate overtime, follow these steps:

  1. Open the Time Entries screen from the side menu > Time & Expenses.

    Time Entries OT Calc.png

  2. In the list view, click More > Overtime Calculator.
  3. On the Overtime Calculator screen, calculate the overtime for your employees and vendors as needed. Check Overtime Calculator for details.

Send Time Entries for eSign

You can send your time entry reports to your external clients, employees, or other contacts to be reviewed and signed electronically via DocuSign. For that, you must have first connected CORE to your company's DocuSign account via the Integrations screen. CORE automatically adds the signed documents to the Documents tab of the entity (record) as separate attachments.

To send your time sheet for eSignature, watch this video or follow these steps:

  1. Open the Time Entries screen from the side menu > Time & Expenses.

    time_entries_esign1.png

  2. In the list view, click More > eSign. (This option is not available if your CORE account is not connected to a DocuSign account.)
  3. On the Report List dialog, select the time report you want to send for esigning. To include selective entries in the report, make sure you choose the relevant period and filters beforehand.
  4. On the eSign - Email Details dialog, choose the To recipients or contacts to whom you want to send the time sheet via DocuSign.

    time_card_esign2.png

  5. You can review and customize the email message, if needed. It is pre-filled with the email details from the Integrations > DocuSign Settings screen.
  6. At the bottom, select your Save Options. You can specify where you want to save the signed copy of the document, say Company (as a company document) or Specific Record (as a document of an individual record of a specific entity). CORE remembers this selected location for the next time a document of that type is sent out for eSignatures.
  7. Click the relevant option:
    • Send: Clicking the ‘Send’ button sends the time sheet to all recipients. If multiple recipients are selected, each recipient receives a copy or version of the time sheet to sign.
    • Send with Preview: If you choose to preview the document before sending, you are redirected to the DocuSign editor embedded in a new CORE tab. From there you can make adjustments to the DocuSign document like adding, removing, and rearranging tags throughout the document.
  8. CORE displays the progress bar and opens the time report in the Send for eSignature screen.

    time_entries_esign3.png

  9. Here you can insert Standard Fields like Signature, Initials, Date Signed, Name, etc. into your document where needed.
  10. You can take more actions on the document by selecting the relevant option from the Actions menu on the right.
  11. Before sending, you can also preview the document by clicking Recipient Preview on the top-right. Else, click Continue to skip the preview.
  12. Click Send to send the time report to the recipients.

The document is then received as an email by the recipients (your contacts), who can then review and sign it electronically. The recipients also receive an email when the action is completed by them. DocuSign informs us via email if the document was reviewed, accepted or declined by the recipients and you can also view the eSign Status in the Documents list view, whether it has been sent and read by the recipient. The signed documents are saved in the specified location. You can also check the detailed video on sending data for eSign in CORE.

Apply Filters

Besides filtering data using the standard fields on a screen, you can also use the custom fields for that, if you have set them up.

To view selective data on the grid, watch this video or follow these steps:

  1. Open the Time Entries screen from the side menu > Time & Expenses.

    time_entries_filter.png

  2. In the list view, click filters-01.png on the right.
  3. On the Filters panel, select a filter from the drop-down and specify individual records or range.
  4. Click Add Filters to specify more filters.
  5. When you have finished, click Apply Filter. You can see selective data now.
  6. Next, to save the applied filters as your favorite, click Save Filters.

    Time Entry - Filter.png

  7. It opens the Save Filter dialog, where you can select a name for your filter combination and then click Save. You can also update your existing saved filters by clicking the Update Saved Filters link.
  8. In the list view, you can remove the individual filters by clicking remove-01.png on each. To disable applied filters temporarily or remove all filters, click filter_icon.png next to the Filters icon and select Disable Filters or Clear All, respectively.

You can also check the detailed video on applying filters in CORE.

Mark Screen as Favorite

You can mark or flag the most-often used and important screens in CORE as your favorites up to a maximum of ten. These favorite screens then display separately on the side menu under the Favorites list. You can manage all your favorite screens in CORE from User Settings.

To mark this screen as your favorite, watch this video or follow these steps:

  1. Open the Time Entries screen from the side menu > Time & Expenses.

    Time entries favorite.png

  2. In the list view, click favorites.png on the top-right.
  3. You can access this screen from the side menu under Favorites.

You can also check the detailed video on marking screens as favorite in CORE.

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