Security roles required:  

  • Timesheets - View, Add and Edit My Timesheet (to access the Timesheets area, and to view, add and edit your own timesheet entries);

  • Timesheets - View, Add and Edit All Timesheets (to view, add and edit timesheet entries for all staff members)

    You can copy timesheet entries for the same day or another day. This can save you time entering common timesheet entries, such as leave entries.

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CCH_iFirm_Practice_Management_Copy_a_TimeSheet_Data_Entry_1.png
  1. Access the My Timesheet page.
  2. Use the Daily, Weekly, and Monthly tabs to find the day of the entry you want to copy.
  3. Click the Copy entry button 
icon_copy_entry.png
  1.  on the row of the required entry.
  2. Set the date for the copied timesheet entry (in this example the timesheet entry on October 31 is copied to November 1).
  3. Select the Copy Comment check box, if required.
     
CCH_iFirm_Practice_Management_Copy_a_TimeSheet_Data_Entry_2.png
CCH_iFirm_Practice_Management_Copy_a_TimeSheet_Data_Entry_3.png
  • A new timesheet entry is automatically added for the selected date. The Job and Activity Code fields are populated with the details of the entry you copied:
  1. Edit the copied timesheet details, if required.
  2. Add a comment, if required.
  3. Click the Add button - the new (copied) timesheet entry appears on the right-hand side of the screen.
CCH_iFirm_Practice_Management_Copy_a_TimeSheet_Data_Entry_4.png

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You can set the general timesheet settings to automatically lock timesheets by date or job stage. Alternatively, you can manually lock timesheets for an individual job. When you do this, users will not be able to add, edit, or delete timesheet entries for that particular job.
View email contents
You can view the content of e-mails in the E-mail Centre. The e-mails are read-only, therefore, you cannot edit them.
Manage Email Templates
Templates are supplied for e-mailing invoices and statements, or you can add your own. You can delete these templates if you do not need them. You can set the default template in the billing entities area. You have the option of sending your e-mail as HTML or plain text.
Email Centre
The E-mail Centre displays client-related e-mails as well as some key internal e-mails.