Getting Familiar with Web TimeSheet and QuickBooks
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To view the details of a particular client, select the
icon to the left of the clients name.
Accessing Projects and Tasks
To view the projects available in Web TimeSheet:
1. Log in to Web TimeSheet as a user with permission to view and edit projects.
2. Select Project from the top menu.
3. Select Projects from the side menu.
To view the details of a project, select the
icon next to the projects name. The tasks within the project
and their hierarchy are shown in the Project Structure section. To access detailed information for the
project or a task within it, select it from the Project Structure section. A dialog box will open, displaying all
of the information related to the item, such as codes, descriptions, start/end dates, and assigned users.
Accessing Roles
To view the roles available in Web TimeSheet:
1. Log in to Web TimeSheet as a user with permission to view and edit roles.
2. Select Project from the top menu.
3. Select Roles/Rates (or Roles in previous versions) from the side menu.
To view the details of a role, select the
icon to the left of the roles name.
Accessing Timesheets
To view previously-entered timesheets in Web TimeSheet:
1. Log in to Web TimeSheet as a user with full permissions for historical timesheets.
2. Select Admin from the top menu.
3. Select Historical Timesheets from the side menu.
4. If desired, select the criteria to filter the list and select Apply.
To view a specific timesheet, select the
icon from the Menu column.
Accessing Expense Sheets
To view previously-entered expense sheets in Web TimeSheet:
1. Log in to Web TimeSheet as a user with full permissions for historical expenses.
2. Select Admin from the top menu.
3. Select Historical Expenses from the side menu.
4. If desired, select the criteria to filter the list and select Apply.
To view a specific expense sheet, select the
icon from the Menu column.