Editing Time Tracker for SME
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*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. | ||
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=Benefits= | =Benefits= | ||
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=Setup= | =Setup= | ||
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<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: | ||
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=Entering Time on Service or Install Orders= | =Entering Time on Service or Install Orders= | ||
− | + | <br>Log in to SME Mobile at m.high5software.com | |
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− | <br>Log in to SME Mobile at | ||
<br>Click the '''Time Tracker''' option | <br>Click the '''Time Tracker''' option | ||
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<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]] | ||
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=Reviewing Time Entered and Submitting Time= | =Reviewing Time Entered and Submitting Time= | ||
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<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. | ||
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= Syncing Time Entries to QuickBooks Timesheet= | = Syncing Time Entries to QuickBooks Timesheet= | ||
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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]] | ||
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<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. | ||
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<br>In QuickBooks preferences, payroll needs to be setup and '''Use Time Data to Create Paychecks''' needs to be check in each employees Payroll Info tab | <br>In QuickBooks preferences, payroll needs to be setup and '''Use Time Data to Create Paychecks''' needs to be check in each employees Payroll Info tab | ||
<br>[[File:TimeTracker_UseTimeDataToCreatePaychecks.png]] | <br>[[File:TimeTracker_UseTimeDataToCreatePaychecks.png]] | ||
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