Show/Hide Toolbars

Jim2® Business Engine Help File

time sheets icon

 

Time Sheets is a cardfile-related feature that allows:

bulk updating of labour on multiple records

real-time display of added labour

totals of working hours by labour type (can be exported as an XLSX file)

updating of labour after invoicing

viewing all labour related to a specific cardfile for a specific period of time, regardless of how that time was spent.

 

Time sheets support labour on many Jim2 objects. Refer to the For field in the table below for the full list of objects.

 

Info

Note: Security can be set up for Time Sheets via Tools > Security > CardFiles > Time Sheet. The options are:

Add

Edit

View

 

Unticking any of these means that the user can still add/edit/view their own time sheets, however they will not be able to do so for other users.

 

To access time sheets, go to CardFiles > Time Sheets on the ribbon, or right click on CardFiles in the Nav Tree and select from there.

 

The Time Sheet list will appear. To display actual labour entered for a specific period or person(s), enter appropriate criteria and click Run.

 

Time Sheet List

 

When you group a time sheet list, totals will show against each user name.

 

timesheet total

 

Using the above information fields, Jim2 produces a list in a format that can be sorted by dragging the column header of the list to the top of the list results table.

 

time sheet drag

 

The fields used for setting the search criteria in the header are detailed below. Leaving all fields blank will return a full list of everything.

 

Field

Explanation/Purpose

User

Use this field to enter the specific Jim2 user or user group to view – leave blank to see all.

 

timesheet group

Added By

Enter the Jim2 user who added the labour.

Labour Type

Enter a specific job labour type (as specified in Tools > Setups > Labour Type).

Labour > or <

Enter a from/to date range for the date of the actual labour.

For

Display labour within documents, jobs, projects, purchase orders, quotes, returns from customer, returns to vendor, stock adjustments, stock packages or stocktake. Choose from the dropdown options. Note that some of these default names may be different or unusable, depending on the Jim2 setup.

Added > or <

Enter a from/to date range for the date that the labour was added.

Card#

Enter a specific card code, if required.

 

The resulting list of labour can be grouped, sorted, exported, previewed or printed.

 

time sheet list reults

 

Display Field value will either be Cust# or Vend# based on the selection in the For field.

 

Active timers can be seen within the list.

 

active timer

 

Field Value will display the result of what is selected in the Display Field.

 

Time Sheet Options

As noted above, the Display Field at an object level can be selected by Timesheet Display fields for an object via Tools > Options > General > Labour. For example, if the object is a job, display the Cust#. If the object is a purchase order, display the From#, etc.

 

time sheet display options

 

Time Line

Time sheets also include a time line section (lower section of form), much like labour entry. When selecting a row in the Time Sheet grid, the selected labour entry, along with other labour entries for that user, will be displayed in the time line.

 

timeline

 

Further information

Add a Time Sheet

Edit a Time Sheet

Exporting and Reporting Time Sheets

Time Sheets