View a report of all time logged by a particular user for different time periods, including this week, last week, this month, or a specific time range. Export this data to generate a report for your payroll records.
Using this guide, you can:
View the Timesheet Report by clicking on the Reports icon on the Navigation bar at the top of Accelo.
By default, you will be able to see all of the time you have logged throughout the current week, including the amount of non-billable and billable time, what it was logged against, and each individual activity you logged.
To view a Timesheet Overview for a different user, choose or search for their name from the drop-down list. Note that you must be an Admin user or be the Manager of a user to see the user in the dropdown.
To view the Timesheet Overview for a different period of time, select a time parameter from the drop-down list on the right. Select from Today, Yesterday, This Week (the default), Last Week, This Month, Last Month, or select a defined Date Range on the calendar.
To view a Timesheet Overview for work done on Companies, Projects, Tickets or Retainers, select that parameter from the drop-down list above the name. You will be able to search within that list to view a specific Company, Project, or Ticket.
The Timesheet Overview offers a variety of breakdowns to allow you to audit and export your data easily. You can always click on any row to break down more details. Now let's look at a break down of the information you can view on the Timesheet Overview:
Work Logged Against: See which Company the work was logged against, as well as the total number of Companies that were worked with.
# Activities: See the total number of Activities logged, as well as the number of Activities logged against each individual Company.
Non-Billable: The amount of Non-Billable time logged against the Company or Object, shown with a bar line.
Billable: The amount of Billable time logged against the Company or Object, shown with a bar line.
Total: The total amount of Billable and Non-Billable time logged for the parameters you are viewing, whether it be that specific user, Companies, Projects, or Tickets within the date period you selected.
Amount: The total amount of money that will be billed, based on the amount of Billable Time.
Cost: The total amount of money your company will pay your staff for the work done, based on the total amount of time logged.
Work drop-down: Click on the Company to view a drop-down list of each object under that Company that had time logged against it.
Activity drop-down: Click on the button indicating the number of Activities logged against each object to view a drop-down list of all Activities logged.
Activity Details: View the type of Activity logged, the Title of the Activity, the date the Activity was logged, and the Amount and Cost of the Activities logged.
Export this report of time logged for your records or your clients by clicking the Export button at the top of the page.
This will present you with two options: Timesheet Summary or Timesheet Detail. Select one of the two, depending on the level of detail you want in the export.
After selecting, a message will appear on your screen indicating the export is in progress and will be sent to you via email.
Accelo will then send you an email with a link to access the export file. This email notification can also be found in your Accelo Inbox as a private activity.
NOTE: This link will expire after 6 hours, and it can be shared with colleagues if you wish.