Editing Time Tracker for SME
Jump to navigation
Jump to search
Warning: You are not logged in. Your IP address will be publicly visible if you make any edits. If you log in or create an account, your edits will be attributed to your username, along with other benefits.
The edit can be undone. Please check the comparison below to verify that this is what you want to do, and then save the changes below to finish undoing the edit.
Latest revision | Your text | ||
Line 28: | Line 28: | ||
*Increase the efficiency of your time tracking and payroll operations by 10 times with a simple, highly automated user interface. | *Increase the efficiency of your time tracking and payroll operations by 10 times with a simple, highly automated user interface. | ||
− | |||
− | |||
− | |||
=Benefits= | =Benefits= | ||
Line 49: | Line 46: | ||
=Setup= | =Setup= | ||
− | |||
− | |||
<h3>Assign User Names</h3> | <h3>Assign User Names</h3> | ||
Each technician that will be entering time will need a username and password. Click here to review how to assign User Names: | Each technician that will be entering time will need a username and password. Click here to review how to assign User Names: | ||
Line 64: | Line 59: | ||
<br>How to assign: | <br>How to assign: | ||
<br>- Open SME | <br>- Open SME | ||
− | <br>- Go to | + | <br>- Go to Setup > Users |
<br>- Search for your tech | <br>- Search for your tech | ||
− | <br>- Locate the | + | <br>- Locate the Supervisor field and select. (image below) |
<br>[[File:SMEUser_SupervisorField.png]] | <br>[[File:SMEUser_SupervisorField.png]] | ||
Line 78: | Line 73: | ||
<br>- In window that opens, either search for an existing payroll item you want to use or click '''New''' to create a new one | <br>- In window that opens, either search for an existing payroll item you want to use or click '''New''' to create a new one | ||
<br>- Make sure your techs are added to the payroll item by clicking '''Add From Techs'''. | <br>- Make sure your techs are added to the payroll item by clicking '''Add From Techs'''. | ||
− | <br>- Enter in the cost for the payroll item in the | + | <br>- Enter in the cost for the payroll item in the Wage Amount column (image below) |
<br>[[File:Timesheet_SettingPayrollItem.png]] | <br>[[File:Timesheet_SettingPayrollItem.png]] | ||
Line 84: | Line 79: | ||
<br>- Go to '''Setup''' > '''Users''' | <br>- Go to '''Setup''' > '''Users''' | ||
<br>- Search for your tech | <br>- Search for your tech | ||
− | <br>- Click the | + | <br>- Click the Technician Settings tab |
− | <br>- Choose their | + | <br>- Choose their Default Payroll Item (image below). |
<br>[[File:AssignDefaultPayrollItemToTech.png]] | <br>[[File:AssignDefaultPayrollItemToTech.png]] | ||
Line 93: | Line 88: | ||
<br>[[File:PayrollItemsAssignedToTech.png]] | <br>[[File:PayrollItemsAssignedToTech.png]] | ||
− | + | =Submitting Time on Service or Install Orders= | |
− | + | <br>Log in to SME Mobile at m.high5software.com | |
− | + | <br>Click the Time Tracker option | |
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | = | ||
− | |||
− | |||
− | <br>Log in to SME Mobile at | ||
− | <br>Click the | ||
<br>In Time Tracker you will see the “Daily” tab. This is where you will select the day you are entering time for, select the service or install order you are entering time for, and either start the timer or manually add time. | <br>In Time Tracker you will see the “Daily” tab. This is where you will select the day you are entering time for, select the service or install order you are entering time for, and either start the timer or manually add time. | ||
Line 113: | Line 96: | ||
<br>[[File:TimeTracker_DailyTab.png]] | <br>[[File:TimeTracker_DailyTab.png]] | ||
− | <br> If you choose to use the timer in the | + | <br> If you choose to use the timer in the Start/Add Time section, you will need to click Start. You will see the time tracked. Click Stop Order #____ |
<br>[[File:TimeTracker_Timer.png]] | <br>[[File:TimeTracker_Timer.png]] | ||
Line 120: | Line 103: | ||
<br>[[File:TimeTracker_EntryFromTimer.png]] | <br>[[File:TimeTracker_EntryFromTimer.png]] | ||
− | <br>If you choose to click | + | <br> You can edit the entry before submitting the time. |
+ | |||
+ | <br>If you choose to click Add Entry | ||
<br>[[File:TimeTracker_AddEntry.png]] | <br>[[File:TimeTracker_AddEntry.png]] | ||
Line 130: | Line 115: | ||
<br>If you enter time on the wrong work order, you can't delete the entry but will need to change the hours to 0. | <br>If you enter time on the wrong work order, you can't delete the entry but will need to change the hours to 0. | ||
− | =Reviewing Time Entered | + | =Reviewing Time Entered= |
− | |||
− | |||
− | |||
<h3>Weekly Tab in Time Tracker</h3> | <h3>Weekly Tab in Time Tracker</h3> | ||
On the Weekly tab you can review your newly entered time, submitted time, approved time and paid time. Make sure you have the correct week selected and the correct tech at the top. | On the Weekly tab you can review your newly entered time, submitted time, approved time and paid time. Make sure you have the correct week selected and the correct tech at the top. | ||
Line 150: | Line 132: | ||
<br>When you go to Order # 1024 in SME you will see a Labor Item added to the order | <br>When you go to Order # 1024 in SME you will see a Labor Item added to the order | ||
− | <br>Open the labor item and click the | + | <br>Open the labor item and click the Time Tracking tab (image below) |
<br>[[File:SME_LaborEditor_TimeTrackingTab.png]] | <br>[[File:SME_LaborEditor_TimeTrackingTab.png]] | ||
− | <br> On the Time Tracking tab, you will see the | + | <br> On the Time Tracking tab, you will see the Start Time, Stop time, Total Time and more. This entry is from the Time tracker entry. |
<br>If you want to charge your customer for actual time of labor, choose the Billing Status you have setup for Billing equal Actual. | <br>If you want to charge your customer for actual time of labor, choose the Billing Status you have setup for Billing equal Actual. | ||
Line 161: | Line 143: | ||
<br>To setup a billing status to set the Billing Qty equal to the actual qty for time: | <br>To setup a billing status to set the Billing Qty equal to the actual qty for time: | ||
− | <br>- Go to | + | <br>- Go to Setup > Company |
− | <br>- Select | + | <br>- Select Lists |
− | <br>- Select | + | <br>- Select Billing Status |
− | <br>- Click | + | <br>- Click New in lower right corner |
<br>- Enter name such as “Billing equals Actual” and check “Set Billable Hours to Actual Hours” | <br>- Enter name such as “Billing equals Actual” and check “Set Billable Hours to Actual Hours” | ||
Line 170: | Line 152: | ||
= Approving Time= | = Approving Time= | ||
− | A Supervisor can approve time | + | A Supervisor can approve time. In this example, Bob Fieldguys is supervisor to CindyM. He can approve her time. Bob Fieldguy’s supervisor Mark can also approve CindyM’s time. |
<br>[[File:SupervisorStructure.png]] | <br>[[File:SupervisorStructure.png]] | ||
Line 187: | Line 169: | ||
<br>Once time is approved, your tech will see the time in their Approved section on the Weekly tab. You will also see the Approved flag checked in the Time Tracking tab on the Labor Editor in SME. | <br>Once time is approved, your tech will see the time in their Approved section on the Weekly tab. You will also see the Approved flag checked in the Time Tracking tab on the Labor Editor in SME. | ||
<br>[[File:LaborEditor_TimeTrackingTab_Approved.png]] | <br>[[File:LaborEditor_TimeTrackingTab_Approved.png]] | ||
+ | |||
+ | |||
= Payroll Tab = | = Payroll Tab = | ||
Line 205: | Line 189: | ||
− | = Syncing Time Entries to QuickBooks | + | = Syncing Time Entries to QuickBooks Time Sheet= |
− | + | If you need to sync time entries to QuickBooks time sheets, you need to decide which option works for you. | |
− | If you need to sync time entries to QuickBooks | + | <br>- To set your option, open SQLink |
− | <br>- To set your option, open | + | <br>- Click File > Setup |
− | <br>- Click | + | <br>- Locate the “Transfer Tech Time” section (image below) |
− | <br>- Locate the | ||
<br>[[File:TimeTracker_SyncingOptions.png]] | <br>[[File:TimeTracker_SyncingOptions.png]] | ||
Line 217: | Line 200: | ||
<br>Choose if you want to sync time that was '''Submitted''', '''Approved''' or '''Payrolled''' to export to QB. If you are syncing “submitted” time, then you don’t need to go through the process of approving time in Time Tracker. | <br>Choose if you want to sync time that was '''Submitted''', '''Approved''' or '''Payrolled''' to export to QB. If you are syncing “submitted” time, then you don’t need to go through the process of approving time in Time Tracker. | ||
− | <br> | + | <br>Manual Flag Only means you have to check on the labor editor which time entries sync. |
− | <br> | + | <br>Always Export will always export new time entries regardless of status. |
<br>Update to Payrolled after export - the Payrolled check on the Time Tracking tab will get checked once the time is synced to QuickBooks. | <br>Update to Payrolled after export - the Payrolled check on the Time Tracking tab will get checked once the time is synced to QuickBooks. | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− |