Codes

Codes

Set up your jobs, the timesheet lines under them, and the activities you log time against.

The Codes tab holds three things:

Jobs: the job numbers you charge time to.
Timesheet lines: one row of your firm's timesheet each, a job plus a task code and a pay type.
Activities: your own names for what you work on. Each one points at a line.

You log time against activities. The Timesheet tab adds them up onto their lines.

Add a job #

In the box at the top, type the job number, or paste "number - name" straight from your firm's timesheet. Timecard keeps the number and suggests a nickname from the rest.
Type a Nickname if you like, like "Clinic".
Click Add job.

Job and task numbers are kept exactly as you type them. The nickname is your own word for the job, not the client's project name.

Add a timesheet line #

Click + line on a job. Then fill in:

task code: leave it empty if the code isn't issued yet. It shows as "task TBD" on the timesheet.
task name
common name (AKA): your own name for the line, like "CLINIC DESIGN". It's what you see when you pick, and what an AI assistant understands.
Pay type: like REGULAR, PTO or HOLIDAY. See Pay periods and rules.
Status: confirmed, not issued yet or unconfirmed. Lines that aren't confirmed show up in Checks.

Add an activity #

Under Activities, click + Activity.
Name it in your own words, as fine as you like, like "Clinic drawings" or "Site visit".
Pick its Timesheet line. Several activities can share one line.

Optional: give it a color and a Group. Activities with a group are listed under it when you pick one.

No code yet #

An activity with no line reads No code yet. You can log time on it, but those hours can't go on your timesheet until it gets a line. This pay period and Checks both flag them.

Change an activity's line #

Pick another line, and every hour already on the activity moves with it. Timecard asks first. Weeks you already submitted then show what changed.

Retire codes #

Click Retire on a job, or retire on a line or activity, to hide it from the lists. Its past hours stay. Tick show retired to see retired codes, and Unretire or unretire to bring one back.

A code that's never been used has a × to delete it. Anything with hours on it can only be retired.

Timesheet row order #

Timesheet row order sets the order rows appear on the Timesheet tab, and in Read out. Use ↑ and ↓ to move pay types and the lines inside them. Match your firm's system so you can copy straight down.

The Row order button on the Timesheet tab brings you here.