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Enter weekly timesheets in the desktop

You can enter timesheets in the Sage 200 desktop, or in a browser using the Self ServiceSelf Service provides web access to Sage 200 data via workspaces, and to some features such as authorise purchase orders and enter and authorise timesheets and expense claims. application.

Use weekly timesheet entry to record your own time (or time for a single resource) for each day in a week. You can use this method if you enter your own timesheets and submit them on a weekly basis.

To enter timesheets in the Sage 200 desktop:

Open: Project Accounting > Enter Transactions > Enter Timesheet - Weekly.

1. Your Works Number and Name will automatically be selected. If you are have permission to enter timesheets for other resources, you can select them from the list.

2. The days of the current week are displayed. To change the week, move backwards or forwards by clicking on the arrow buttons on either side of the date, type in a new date, or click on the calendar icon to select a date from the calendar.

   Note: You can set the starting day of the week, and also choose whether to allow time entries at weekends in the Timesheet and Expense Claim settings.

3. If you enter a Narrative, this will automatically be entered as the narrative for each entry (you can still amend the narrative if required).

4. You can add a new time entry by: clicking in a blank space in the Timesheet entries area; clicking Add; or, by pressing F6 to copy all the details from the above row to the current row and amending the copied details as required.

   On each line:

   Project Project Item	Select the Project and Project Itemif you are posting timesheets to Project Accounting. Note: Only project items that have been set up to be used for timesheets are displayed. To allow a project item type to be selected in timesheet entries, enter the timesheet integration settings for each Project Item Type in the Project Structure settings.
   Nominal account	Select this if you are not posting timesheets to Project Accounting and your system is set up to allow selection of a nominal account. Note: The account that you select must be a posting account, and must also include the cost centre and department codes set in your Resource record.
   Days of the week	Enter the number of hours to record for this activity on each day. The Total hours box will display the hours that you have entered so far for the week. Note: The colour of the text indicates the status of the timesheet entry; bold text (Draft), blue text (Saved), grey text (Submitted), green text (Authorised), yellow background (Rejected). If an entry is rejected, hover the mouse over the box to display the reason for rejection (if the authoriser has entered one). Note: Time is entered in a HH:MM format or decimal format, depending on your Timesheets and Expense Claim settings.
   Charge Cost Pay	Check the Charge rate, Cost rate and Pay rate (if integrated with Payroll), and select different rates if appropriate. Note: To display a panel showing the charge, cost and pay rates, click Show Rates.
   Post to Payroll	Clear this if you have linked to your Sage Payroll program and you do not want this timesheet to post to your payroll.

   Note: The timesheet may automatically include some activities that you have previously used on your timesheets. This is set in the Timesheet and Expense Claim settings.

5. When you have finished entering all the time entries for the week:

   • To submit the entries, click Submit.

     Note: If a figure has been entered for the resource's Standard hours, you will be notified if the weekly total is different to their standard hours.

   • To save the entries so that you can return to the timesheet and make further changes before submission, click Save.

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