How To
Manage missing time
CCH iFirm Time and Fees
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)
An information panel on the Daily tab of the My Timesheet page displays the hours or units that are still missing for that day. It displays on days where the user has standard hours allocated and the hours yet to be completed is greater than zero. If there is any missing time you need to add or edit a timesheet entry to resolve this.
Note: If missing timesheets are displaying for someone who is not on leave but is not expected to be working, for example a contractor who does not work for a month or an employee who is on extended maternity leave, you need to adjust that person's standard hours in his or her user account. This ensures that he or she does not show up in the timesheets for that period.
Missing time (where timesheet entry method is actual time)
Missing units (where timesheet entry method is units)
Related documents
Use interim or progress invoice text
How to use interim or progress invoice text
Recording time in lieu
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.