Time registration list

Introduction

In this pop-up, you get a detailed list of specific registrations for the number you have selected to see details for.

Description

When you look at the detailed time registrations, you have several options to work with and change them. You also get a lot of details about each single registration, so you can quickly get an overview of the progress and e.g. see the comments for each registration.

You can:

  • Change hourly rate on the single registrations by double clicking the hourly rate. When you double click, the hourly rate turns into a drop down, where you can select one of the other hourly rates from your price list
  • See if the registrations are billable or not. You recognise it by looking at the dollar sign and the colour codes:
    - Grey: This is a non-billable registration on a non-billable task
    - Green: This is a billable registration on a billable task
    - Red: This is a non-billable registration on a billable task
  • The small circle to the right indicates whether the registration is invoiced or not using the following colour codes:
    - Grey: Non-booked
    - Green: Booked – If you click the circle, you are directed to the invoice or voucher
    - Yellow: On invoice or voucher draft – If you click the circle, you are directed to the invoice or voucher

You can sort the columns by clicking the column name, where there is an arrow next to the name. You can e.g. sort the tasks alphabetically, if you click Task.

You can export the time registration list to e.g. Excel to work with the data and make your own reports.

You also have shortcuts to other actions:

  • Time registrations (Enhanced) – This is a shortcut to the Time registrations (new) report, where you can see even more details about the time registrations
  • Change hourly rates on allocations – This is a shortcut to the Change hourly rates functionality, where you can search for many time registrations and change the hourly rate, and at the same time define if the change should affect existing allocations and registrations or only apply for future registrations
  • Adjust billable/non-billable – Here you can change the registrations on time and material contracts and decide if they should be billable or non-billable
  • Move allocations – Here you can move an allocation, or part of one, from one employee to another
Last updated 07 Jun 2023