Feature reserved for the accounting firm's practitioner

You can complete the timesheet by:

• validating suggested times

see article: "How can I update a time automatically suggested from the timesheet?"

• adding a time chargeable to a company
• adding a time chargeable to the accounting firm

How do you add chargeable time to a company?

General method

To add a time chargeable to a company:

• Click on a week
• Click on the "+" button at the top right of the table or press the "a" key on the keyboard.
  
  • If the timesheet is empty, you can also click on the "Add a time" button in the centre of the page.
    

• Enter the date 
• Enter the duration
• Select a company

• Enter an engagement:
  • the practitioner can select a service from an engagement letter in the CRM application. 
  • the practitioner can enter an engagement name manually (no link with the CRM application or Tasks).
  • the practitioner can select a manually named engagement (no link with the CRM application or Tasks).

• Write a comment if necessary
• Click on the "Validate" button
  

If you are adding a time for the current week, the current date is pre-filled in the creation form.

To add time chargeable to an accounting firm:

• Click on a week
• Click on the "+" button at the top right of the table or press the "a" key on the keyboard.
  
  • If the timesheet is empty, you can also click on the "Add a time" button in the centre of the page.
    

• Enter the date 
• Enter the duration

• Leave the company field empty
• Select an additional activity from the list configured on the accounting firm

• Write a comment if necessary
• Click on the "Validate" button

• If the additional activity is already listed in the week:
  • Double-click on the cell corresponding to the company and the desired date
  • Enter the time directly in the cell

The times attributable to the accounting firm are displayed in the last lines of the timesheet. 

If you are adding a time for the current week, the current date is pre-filled in the creation form.