Submit Time & Expenses to Track-IT

When you select this option in the Actions menu, the hours worked for the date period selected will be sent to Track-IT.

Ü Once the timesheet entries have been sent, they will no longer be available for editing.

Ü In the Timesheet view $image\timesheet.jpg$ , rows with the $image\underapproval.jpg$ icon have been sent and can no longer be edited. Rows that have been received and approved in Track-IT pro (or Track-IT pro web) will be marked with the following icon $image\approve.jpg$ . Rows that have been rejected will be marked with the following icon $image\notapproved.jpg$ . Rows with the $image\error.jpg$ icon must be edited (see instructions below on how to edit).

Ü In the Bulk Time view, days that have been sent will be marked in yellow.

Before sending your time information to Track-IT, you may want to edit and print your timesheet and reports as explained in steps A and B below. Otherwise, go to step C.

A. To edit and print your timesheet:

1. Select View, Timesheet (or View, Bulk Time) to view your timesheet.

2. Click $image\daterange.jpg$ and select the From and To reporting period (or, if you’re in the Bulk Time view, select a date in the Week ending box).

3. Edit time entries if necessary.

4. Select Print from the File menu if you want to print or click $image\print.jpg$ .

B. To view and print reports and graphs:

1. From the Reports menu, select a report.

2. To change the reporting period, click the Date Range button $image\daterange.jpg$ and select the From and To date range. Click OK when done.

3. Select File, Print from the menu to print or click $image\print.jpg$ .

C. To send your timesheet:

1. Select Actions, Submit Time & Expense Entries from the menu or click $image\send.jpg$ . Any day with less or more then the required amount of time per day will be displayed in the Time entry screen at the bottom of the Submit Time / Expense Entries window. To edit an entry simply select the entry and click the Edit button.

$image\submittimeexp.jpg$

2. Select Submit Time Entries.

3. Edit the Title if required. If no title is entered, the submitted sheet’s title will still include the type of submission (time or expense), the submitter’s name and the date range.

4. Select the From and To dates from the calendars.

5. If you have expense entries that you would like to send, simply repeat the above steps for the Submit Expense Entries section.

6. Click the Submit button to send the entries.

7. A message will be displayed "Time entries have been sent to Track-IT". Click OK to return to the Timer view. Rows with the $image\underapproval.jpg$ icon have been sent and can no longer be edited. Rows that have been received and approved in Track-IT pro or Track-IT pro web will be marked with the following icon $image\approve.jpg$ .