Process timesheets (list) – Primacy customer support

Click Time and billing > Lists > Process timesheets.

info (2).jpg This list is split into two sections. The top half of the screen labeled Timesheets displays a summary of all the time entries for the selected employee(s) and period. As an employee's summary is high-lighted, the bottom half of the screen labeled Time entries will display details each time entry for the selected period for the current employee.

i photo.PNG There is no Collapse icon on this list because the timesheet view is a split view (two lists on the same page).

Buttons

Button	Description
Actions	Opens a menu of available commands associated with the time entries. There may be several dimmed commands in the Actions menu. These commands can be made available by first selecting an item from the list.
Export to Excel	Exports the current list being viewed into a new Excel document.
Print	Opens a dialogue box to select print options.
Print preview	Opens a Print preview window.
Accept	This command will, when selected from the Actions menu in the upper pane, change the status of all Submitted time entries for the selected employees to Accepted. The same command in the Actions menu of the lower (Time entries) pane will change only those selected.
Reject	This command will, when selected from the Actions menu in the upper pane, change the status of all Submitted time entries for the selected employees to Rejected. The same command in the Actions menu of the lower (Time entries) pane will change only those selected.
Refresh	Each time you refresh data, you see the most recent version of the information in the database, including any changes that were just made to the data.
Add time entry (Time entries list)	Opens the New - Time form for entering a time entry.
Delete	The Delete command will appear dimmed if an item is not first selected in the list. Delete will remove the selected item from the database.
Properties (Time entries list)	The Properties command will appear dimmed if an item is not first selected in the list. Properties will open a window containing the data from the item selected in the list.
View	Use the menu options to select or save a view. You can create more than one layout of the data and these can be set as defaults which can be made available to all users.

Filters

Field	Description
Employee	The name of the employee whose timesheets are being viewed. By default, it will be the name of the current user but any employees whom you are authorized to work with will automatically be included. Check Working with employees and Working with employee roles for more details.
Period	The period for which timesheet entries are selected. There are several pre-defined periods available or you can specify your own date range.
From	The date from which the period begins.
Thru	The ending date of the selected period.
Find	Updates the list when a different period has been selected.
Find all	Displays all time sheets in all periods, for all employees.

Fields

Field	Description
Actual hours	The number of hours entered for the employee for the period.
Business party ID	The Primacy identification number for the business party.
Employee	The name of the employee.
Expected hours	The number of expected hours for the period. This is an approximate calculation based on the Normal hours per week and the Number of working days in the period as follows; ExpectedHours = (NormalHoursPerWeek / 5) * NumberOfWorkingDaysInPeriod
Normal hours per week	The number of expected hours the employee should record in a week. This is set in the system property Employee standard hours per week.
Progress	The overall actual hours as a percentage of the expected hours. Progress may not always show 100% depending on the approximate calculation for Expected hours.
Unsubmitted	Released in version: 5.47 The unsubmitted hours as a percentage of the expected hours. Progress may not always show 100% depending on the approximate calculation for Expected hours.
Submitted	Released in version: 5.47 The submitted hours as a percentage of the expected hours. Progress may not always show 100% depending on the approximate calculation for Expected hours.
Accepted	Released in version: 5.47 The accepted hours as a percentage of the expected hours. Progress may not always show 100% depending on the approximate calculation for Expected hours.
Record ID	The Primacy identification number for the business party.
Activity (Time entries list)	The activity (fee) description).
Billable? (Time entries list)	Whether or not the activity is billable to the client.
Billing status (Time entries list)	The current status of the item.
Client (Time entries list)	The name of the client.
Client ID (Time entries list)	The Primacy identification number of the client that is being billed.
Comment (Time entries list)	Any additional comments for the record.
Ccy (Time entries list)	The currency the item being billed.
Date (Time entries list)	The date the time was booked for.
Description (Time entries list)	A brief description of the activity.
Employee ID (Time entries list)	The Primacy identification number for the employee.
Employee (Time entries list)	The employee who submitted the entry.
Exchange rate (Time entries list)	The exchange rate to the currency of the matter, otherwise 0.00. This field is only available if the value of the system property Use matters is Yes.
Fee code (Time entries list)	The fee code.
Invoice narrative (Time entries list)	The narrative which will appear on the invoice.
Lookup code (Time entries list)	The Alternate lookup code 1 code for the client.
Matter (Time entries list)	The matter associated with the time entry.
Matter description (Time entries list)	The matter description associated with the time entry. This field is only available if the value of the system property Use matters is Yes.
Matter no (Time entries list)	The matter number associated with the time entry. This field is only available if the value of the system property Use matters is Yes.
Matter specialization (Time entries list)	This field is not currently in use. It only available if the value of the system property Use matters is Yes.
Matter status (Time entries list)	The matter status associated with the time entry. This field is only available if the value of the system property Use matters is Yes.
Matter type (Time entries list)	The matter description associated with the time entry. This field is only available if the value of the system property Use matters is Yes.
Base ccy (Time entries list)	The base currency of the client.This field is only available if the value of the system property Use matters is Yes.
Billing attorney (Time entries list)	The billing administrator associated with the matter. This field is only available if the value of the system property Use matters is Yes.
Closed on (Time entries list)	The date the matter was closed. This field is only available if the value of the system property Use matters is Yes.
Contracting office (Time entries list)	The contracting office associated with the matter. This field is only available if the value of the system property Use matters is Yes.
Opened on (Time entries list)	The date the matter was opened. This field is only available if the value of the system property Use matters is Yes.
Hours (Time entries list)	The number of hours the client will be billed.
Modified by (Time entries list)	The last user to modify the details of this record.
Modified on (Time entries list)	The date this record was last modified.
Rate (Time entries list)	The charge rate of the activity.
Record ID (Time entries list)	The Primacy internal identification number of the activity record.
Transaction name (Time entries list)	The name of the transaction associated with the matter.This field is only available if the value of the system property Use matters is Yes.
Total (Time entries list)	The total amount to be charged to the client, prior to adjustments.
Type (Time entries list)	The activity type. (Time or Charge).

The reason there is not a collapse icon is due to the fact that the timesheet view is a split view, meaning there are two lists displayed. Becuase of this, Primacy does not know which list the collapse action would apply to.