Settings: Time Entries

Table of Contents

• Overview
• Instruction
• Fields
  • General Fields
  • Filters
  • Employee Time Entries
  • Add/Edit Time

Overview

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Time Entries are the working, traveling, and idle times that are associated with your technicians. These times automatically populate when a technician changes the status of a work order in the FieldEdge mobile application. Times can also be entered manually on a work order, or through the Time Entries settings screen. Use these settings to review, adjust, and post employee Time Entries to QuickBooks.

Instruction

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1. First, in the top right of FieldEdge, click Settings and then in the People section choose Time Entries.

2. Next, select the employee and pay period you wish to review.

3. Now, verify their times. Make any adjustments, or add time if needed. 

4. Next, check the box next to the verified Time Entries that you want to post to QuickBooks.

5. When finished, click Post to QuickBooks to save and update FieldEdge and post your Time Entries to QuickBooks.

Fields

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General Fields

• Employee
  This column will list the display name of the employee in the Time Entries list.
• Week of
  This column will display the pay period which this employee's Time Entries are associated with.
• Hours
  Lists a total sum of hours and minutes for this employee's selected pay period.
• Status
  Displays if this pay period Time Entries have been posted to QuickBooks or if they are Pending review.
• Filters
  Use the below filters to narrow your Time Entries list.
• Include Posted
  Clicking this box will include Time Entries that have already been posted to QuickBooks.
• All
  This is the default filter. This will display all Time Entries for the desired date range. 
• Date Range
  Choose the Date Range to be applied to your filters. The default is the last 15 days.
• Technicians
  Choose the Technician(s) that will display in your Time Entries list.

Employee Time Entries

Once you select an employee's Time Entry period,  you will be moved to a new window with the following fields.

• Select Box
  Check this box to select the Time Entry and Post to QuickBooks.
• Date
  Shows the Date of the Time Entry.
• Description
  Lists the type of Time Entry, along with any associated Work Order and Customer's Name.
• Start Time
  Lists the Start Time for this Time Entry.
• End Time
  Lists the End Time for this Time Entry.
• Duration
  Total hours and minutes entered for this Time Entry.
• Class
  Lists the associated QuickBooks Class for this Time Entry
  • Note: Classes must be created in QuickBooks and are assigned to the employee in FieldEdge, by selecting it from the Employee Settings.
• Pay Item
  Lists the associated Pay Item for this Time Entry.
  • Note: Pay Items are created in QuickBooks =and are assigned to the employee in FieldEdge, by selecting it from the Employee Settings.

Add/Edit Time

Use the Add Time button to manually enter a Time Entry or select an existing Time Entry to edit it.

• Activity Type
  Select the drop-down box to list this Time Entry as a Working, Traveling, or Idle Time Entry.
• Work Order #
  Click this drop-down box to choose and associate this Time Entry to a work order.
• Class
  Displays the associated QuickBooks Class for this Time Entry.
• Date
  Enter or displays the Date of this Time Entry.
• Start Time
  Lists the Start Time for this Time Entry.
• End Time
  Lists the End Time for this Time Entry.
• Duration
  Displays the total hours and minutes of this Time Entry. Duration is calculated by totaling the Start and End Time duration.
• Save
  Click Save to update FieldEdge with the changes you have made on this screen.