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 93: | Line 88: | ||
<br>[[File:PayrollItemsAssignedToTech.png]] | <br>[[File:PayrollItemsAssignedToTech.png]] | ||
− | <h3>Timesheet Manager in | + | <h3>Timesheet Manager in User Group</h3> |
<br>For any user that will need to approve to pay the approved time and print reports for time, they will need to be set to a user group in SME that has Timesheet Manager checked. | <br>For any user that will need to approve to pay the approved time and print reports for time, they will need to be set to a user group in SME that has Timesheet Manager checked. | ||
<br>[[File:UserGroup_TimesheetManager.png]] | <br>[[File:UserGroup_TimesheetManager.png]] | ||
Line 103: | Line 98: | ||
<br>- Click '''Edit''' and check '''Timesheet Manager''' | <br>- Click '''Edit''' and check '''Timesheet Manager''' | ||
− | = | + | =Submitting Time on Service or Install Orders= |
− | + | <br>Log in to SME Mobile at m.high5software.com | |
− | |||
− | <br>Log in to SME Mobile at | ||
<br>Click the '''Time Tracker''' option | <br>Click the '''Time Tracker''' option | ||
Line 113: | Line 106: | ||
<br>[[File:TimeTracker_DailyTab.png]] | <br>[[File:TimeTracker_DailyTab.png]] | ||
− | <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> 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 130: | Line 123: | ||
<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 170: | Line 160: | ||
= 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 177: | ||
<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 206: | Line 198: | ||
= Syncing Time Entries to QuickBooks Timesheet= | = Syncing Time Entries to QuickBooks Timesheet= | ||
− | |||
If you need to sync time entries to QuickBooks timesheets, you need to decide which option works for you. | If you need to sync time entries to QuickBooks timesheets, you need to decide which option works for you. | ||
− | <br>- To set your option, open | + | <br>- To set your option, open SQLink |
− | <br>- Click | + | <br>- Click File > Setup |
− | <br>- Locate the | + | <br>- Locate the “Transfer Tech Time” section (image below) |
<br>[[File:TimeTracker_SyncingOptions.png]] | <br>[[File:TimeTracker_SyncingOptions.png]] | ||
Line 217: | Line 208: | ||
<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. | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− |