Customizing Weekly Timesheets

When you customize your weekly timesheet you must create two custom forms. First, you create a custom time bill form for your time entries. Then, you create a custom timesheet form and select the custom time entry form as the basis for the time entry grid on your timesheet.

To customize a weekly timesheet:

  1. Go to Transactions > Employees > Weekly Timesheet.

  2. Click Customize Time Bill Form in the Customize menu on the upper right corner of the page. A Custom Entry Form page opens.

  3. Enter a name for your custom time bill form.

  4. Make any changes you'd like to the form. For more information about customizing entry forms, see Creating Custom Entry and Transaction Forms.

    Note:

    The changes you make to the custom time bill form will change how the time entry grid appears on your weekly timesheets.

  5. When you're done, click Save.

  6. Go to Transactions > Employees > Weekly Timesheet.

  7. Click Customize Form in the Customize menu on the upper right corner of the page. A Custom Entry Form page opens.

  8. Enter a name for your custom timesheet form.

  9. In the Time Entry Custom Form field, select the name of your custom time bill form.

  10. Make any additional changes you'd like to the form.

  11. When you're done, click Save.

Your custom form is now available for weekly timesheets.

Related Topics

General Notices