Kategorier: Alle - workflow - integration - parameters - reporting

av Stephan Koch 10 år siden

263

Timesheets

A comprehensive timesheet management system is designed to facilitate detailed tracking and reporting of work hours. The interface allows for the breakdown of hours by various categories, such as staff, clients, matters, and milestones, making it easier to generate specific reports.

Timesheets

Timesheets

Integration

Reckon One
Aps Mini
cloud
Advance
On Premises

System Parameters

Posting
Update Workflow
view Workflow
Periods
visible fields
mandatory fields

Entry

Fields
WIP ID Reference
Source
Status

Posted

Active

Workflow Complete
Rate ( needed even with rates matrix )
Milestone / Item
Matter / Project /Activity
Client
time
Date
ID
Types
Potential
Appointment
Ready / Full
Partial info (incomplete )

Min fields

Duration

Narration

Date (with optional time)

Project

Subtopic

Creation

External (stand alone pop up)
Access To other input types?
View Day?
from within Timesheets UI

Reporting / Mining

View Team
Breakdown by Staff / Client / Matters / Milestones / Date range
Units or hours
Week Summary

Style

Switchable?
Planner
Diary
Standard

Prepopulation

Based on entries in previous week
Recurring
Capture Screenshots
Context Sensitive from Advance
From anywhere through SQL eg. PABX
Geo-location
From To Do
Outlook
Favourites