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Scheduling & staffing · Timecard

Submit a week

See a week as your firm's timesheet grid, record what you actually submitted, and carry the difference forward.

The Timesheet tab shows one week the way your firm's time system lays it out: a row per pay type, job and task, a column per day. You copy from it into your firm's system, then record what you actually submitted there.

Nothing goes to a client or to your firm from here. "Submitted" is your own note of what you entered.

The timesheet grid #

  • Pay type and Job · task: the line, with its common name above it.
  • A column per day, then Total.
  • Carry: hours carried on that line going into this week.

Overtime, when your rules say there is some, gets its own rows. Hours on an activity with no line show as No code yet. Use ‹ and › to change week, and This week to come back.

Copy into your firm's system #

  • Click a cell to copy its number.
  • copy row copies the line's seven days, tab-separated, ready to paste across.
  • Read out shows one number at a time, in the grid's order. Press Space to copy it and move on, ← to go back, Esc to stop.
  • CSV downloads the week's grid as a spreadsheet.

Rows follow the order set on the Codes tab. Click Row order to change it. See Codes.

Record what you submitted #

At the end of the week, the bar above the grid reads "You logged" and the week's hours.

  1. Click Record what I submitted. The grid becomes editable, starting from what you logged.
  2. Change it to what you put in your firm's timesheet. Type in a day, or type a line's total: the change comes off (or goes onto) the latest days first.
  3. Add a note if you like, like "held for next week".
  4. Click Submitted.

While you're editing, a small number under a cell shows what you logged there. A line with hours carried has use, which adds them into this week. A line submitted for more than you logged plus its carry says how far over it is.

The week then reads Submitted, with the date, the hours submitted of the hours logged, and how much carried forward or came from carry.

Change or clear a submission #

  • Edit submission opens the grid again to change it.
  • Clear submission goes back to assuming you submitted exactly what you logged, and its carry comes off.

You can still change entries in a submitted week. Checks then says the week changed after you submitted it.

A week you never record counts as submitting exactly what you logged.

Carry forward #

When you submit less than you logged on a line, the difference carries forward on that line. When you submit more, it comes out of the carry.

Carry forward, under the grid, lists each line with hours carried, its balance, and the weeks it came from. A line's carry stays with that line, so you can use it in a later week with use.