Welcome to the Timekeeper Online Manual

Transcription

1 ur s Your olution M 90 Welcome to the imekeeper nline Manual How o Use his Guide ontents ndex

2 2 How to Use his Guide Go to the How to Use his Guide page (this page). ext on page... Go to the ontents. Go to the previous page. Go to the next page. Go back to the previous link. Go to the ndex. ndicates a jump to a topic. ookmarks appear in the overview window to the left of the document window. hese bookmarks are similar to a table of contents. ote: his manual is best viewed using crobat Reader 5.0, which can be installed from the -RM. For best printing results, print to a Postcript printer. imekeeper Manual

3 3 nformation in this document is furnished only under a ustomer License greement or non-disclosure agreement, and may be used or copied only in accordance with the terms of such agreement. he software described in this document is protected by copyright, and may not be copied on any medium except as specifically authorized in the license or non-disclosure agreement. his document is also protected by copyright, and may not be reproduced or transmitted, in whole or in part, by any means, including photocopying, facsimile transmission, or reduction to any electronic medium or machine readable form, without the express written consent of Highower, nc. opyright tatements: Food istribution, MR ncoded Laser hecks, Multi-in dvanced istribution, Point of ale Professional, Professional Retainer ontrol, Remote alesperson, Remote alesperson Laptop, canlaster, ime and illing, ime and illing Professional, and imekeeper are products of Highower, nc. opyright ll rights reserved. M 90, M 200, and M 500 are products of est oftware. opyright ll rights reserved. Palm esktop name and logo are trademarks of palmne nc. opyright Hotync Manager name and logo are registered trademarks of Palmource nc. opyright Microsoft Windows, 95, 98, 2000, M, and P names and logos are registered trademarks of the Microsoft orporation. opyright ll other trademarks and copyrights are the property of their respective holders. his manual was written for imekeeper version 4.0. t was last updated on 7/27/2004. imekeeper Manual

4 4 hapter 1 ntroduction 12 he Highower deal 12 Welcome to imekeeper 12 ntegrating imekeeper with other M 90/M 200 Modules 13 ccounts Receivable 14 Job ost 14 Payroll 14 ales rder 15 ime and illing 15 ime and illing Professional 15 Using the imekeeper Manual 15 ections in this Manual 15 Graphic onventions 17 ext onventions 18 Getting dditional Help 18 Getting dditional opies of the Manual 18 pen the Highower nline Manual 19 Using the imekeeper nline Help 21 pen the nline Help 21 Highower upport ervices 22 Related Manuals 22 hapter 2 imekeeper oncepts 24 ifferent Variations of the imekeeper Module 24 Remote evice Licenses 24 ynchronizing ata 25 ynchronizing Palm evices 25 ynchronizing Pocket P (Windows ) evices 25 ynchronizing imekeeper Remote 25 How imekeeper Works 25 imekeeper Work in Process (WP) File 26 ntegrated M 90/M 200 Modules 27 ontents hapter 3 nstalling the imekeeper Module 30 ystem Requirements 30 nstalling imekeeper 30 ystem tartup 34 able of ontents imekeeper Manual

5 5 etup the imekeeper Module in the Role Maintenance 34 Register the imekeeper nhancement 35 M 200 or M 200 for QL nstallations 36 efining the imekeeper nhancement 36 hapter 4 avigating in imekeeper 39 Using the Modules ree 39 pen a imekeeper Window through the Modules ree 40 Using the imekeeper Menu ar 41 pen a imekeeper Window through the Menu ar 41 Using utton Fields in imekeeper 42 hapter 5 Using the etup Menu 48 How to Use the etup Menu 48 pen a Window from the etup Menu 48 dd a Record 49 hange a Record 49 elete a Record 49 Print a etup Listing 50 imekeeper ptions 51 onfigure the tandard imekeeper ptions in the Main ab 51 hange imekeeper erminology in the erminology ab 56 epartment Maintenance 58 reate a epartment 58 mployee Maintenance 59 reate the mployee on the Main ab 59 etup a evice for an mployee 61 View or dit the mployee s Historical ime on the History ab 63 Review an mployee s ransactions 65 ivision illing Rate Maintenance 67 nter illing Rates for ifferent ivisions 67 ustomer Maintenance 68 reate a imekeeper ustomer in the Main ab 68 View or dit the ustomer s Historical ime on the History ab 70 Review a ustomer s ransactions 72 Project Maintenance 74 reate the Project in the Main ab 75 View or dit the Project s Historical ime on the History ab 76 able of ontents imekeeper Manual

6 6 Review a Project s ransactions 78 ctivity Maintenance 80 reate the ctivity in the Main ab 81 View or dit the ctivity s Historical ime on the History ab 82 Review an ctivity s ransactions 84 illing Rate Multiplier Maintenance 86 nter Multipliers for illing Rates 87 Word ubstitution Maintenance 87 reate a Word ubstitution 88 xception Maintenance 88 reate a illing xception 89 imekeeper mport 89 elect ata to mport 90 nstall Help on / lient 91 hapter 6 Using the Main Menu 92 How to Use the Main Menu 92 pen a Window from the Main Menu 92 elect tems from a Lookup List 93 elete a Record 93 Print from a Window 93 imekeeper ntry 94 ime ntries 95 nter a ime Record 95 earch for a pecific ime ntry 97 Place a ime ntry on Hold 97 View the ummary of an mployee s Hours 98 xpense ntries 99 nter an xpense Record 99 Place an xpense ntry on Hold 101 Management pproval 101 pprove an mployee s ime and xpense ntries 102 earch for a pecific ime/xpense ntry 102 hange an mployee s ntry 103 View the ummary of an mployee s Hours 106 econdary pproval 107 omplete a econdary pproval for an mployee s ime and xpense ntries 107 earch for a pecific ime/xpense ntry 108 able of ontents imekeeper Manual

7 7 imekeeper History 109 View an mployee s Historical ime 109 hapter 7 Using the Posting Menu 110 How to Use the Posting Menu 110 pen a Window from the Posting Menu 110 elect tems from a Lookup List 111 elete a Record 111 Print from a Window 111 imekeeper WP election 112 elect the WP Files to Post 112 election Maintenance 113 Review/dit the ime/xpense ntries 113 imekeeper Register 115 Update the ntegrated Module with the imekeeper ata 115 hapter 8 Using the Reports Menu 117 How to Use the Reports Menu 117 pen a Window from the Reports Menu 117 elect ata for a Report 118 Work in Process Report 118 Print the Work in Process Report 119 mployee ummary Report 120 Print the mployee ummary Report 121 ustomer ummary Report 122 Print the ustomer ummary Report 123 Project ummary Report 124 Print the Project ummary Report 125 ctivity ummary Report 126 Print the ctivity ummary Report 127 History Report 128 Print the History Report 129 hapter 9 Using the Period nd Menu 131 Purge imekeeper History 131 Purge the History nformation 131 able of ontents imekeeper Manual

8 8 hapter 10 etting Up and Using imekeeper Remote 133 nstalling imekeeper Remote 133 nstall imekeeper Remote on a P or Laptop 133 onfiguring imekeeper Remote 137 reate a Remote User 137 ssign a Remote User to an mployee 139 reate a evice 139 reate a Remote License 140 tarting the imekeeper Remote pplication for the First ime 141 tart the evice 142 ctivate the pplication 143 ynchronize the ata 144 Using imekeeper Remote 145 imekeeper Remote Menu ar 145 onfigure 146 onfigure the Location of the M 90/M 200 ystem 146 ctivate 146 ync 146 etup the ynchronization Process 147 elete atabases 147 Use the elete atabases Feature 148 ime/xpense ntries in imekeeper Remote 148 nter a ime Record 148 nter an xpense Record 151 earch for a pecific ime/xpense ntry 152 View the ummary of an mployee s Hours 153 ynchronizing M 90/M 200 with imekeeper Remote ata 153 ynchronize the ata 154 hapter 11 nstalling and onfiguring imekeeper P 156 Palm nstructions 156 ystem Requirements 156 onfiguring imekeeper on the Palm evice 156 reate a Remote User 156 ssign a Remote User to an mployee 158 reate a evice 158 reate a Remote License 159 nstalling imekeeper on a Palm evice 160 able of ontents imekeeper Manual

9 9 nstall the imekeeper Module on a Palm evice 161 Use the Palm Hotync Feature 165 tart imekeeper on the Palm evice for the First ime 166 elect the User and ynchronize the imekeeper Files 166 Pocket P (Windows ) nstructions 168 ystem Requirements 168 onfiguring imekeeper on the Pocket P (Windows ) evice 168 reate a Remote User 169 ssign a Remote User to an mployee 170 reate a Remote evice 171 reate a Remote License 171 nstalling imekeeper on a Pocket P (Windows ) evice 172 nstall imekeeper on a Pocket P (Windows ) evice 173 ynchronize the Pocket P (Windows ) evice 177 tart imekeeper on the Pocket P (Windows ) evice for the First ime 178 elect the User and ynchronize the imekeeper Files 178 hapter 12 Using imekeeper P 180 tart imekeeper on the P 180 imekeeper P Menu ar 181 View ame 181 ync 182 etup the ynchronization Process 182 hange User 183 hange the User nformation 183 bout 184 ccess the bout creen 184 elete atabases 184 Use the elete atabases Feature 185 ntering ime and xpense ata 185 dd a ew ime ntry 186 dd a ew xpense ntry 189 hange a ime/xpense ntry 190 elete a ime/xpense ntry 191 ynchronizing the ata 191 ynchronize the Palm evice 192 ynchronize the Pocket P (Windows ) evice 193 able of ontents imekeeper Manual

10 10 hapter 13 nstalling and onfiguring.timekeeper 195 rchitecture 195 pplication erver 195 Provide Web erver 195 Microsoft nternet nformation erver () 195 ystem Requirements 196 onfigure the Provide Web erver 197 etup and onfigure the Web erver 201 etup FP for.timekeeper 201 onfiguring.timekeeper 202.timekeeper etup 202 reating Remote Users/evices/Licenses for.timekeeper 205 reate a Remote User 205 ssign a Remote User to an mployee 207 reate a evice 207 reate a Remote License 208 tarting the.timekeeper pplication 209 dd the.timekeeper con to Your ompany Website 209 Launch the.timekeeper efault Page 210 hapter 14 Using.timekeeper 211 tart.timekeeper 211 Using the utton Menu 213 hange ompanies 214 Use the earch Feature 214 ntering ime and xpense ata 215 dd a ew ime ntry 216 dd a ew xpense ntry 217 hange a ime/xpense ntry 220 elete a ime/xpense ntry 220 View the ummary of an mployee s Hours 221 Management pprovals 221 pprove a ime/xpense ntry 222 alesperson pprovals 223 pprove a ime/xpense ntry 224 ustomer pprovals 225 Use the ustomer pproval 226 hange ompanies 228 able of ontents imekeeper Manual

11 11 hapter 15 ndex 229 able of ontents imekeeper Manual

12 12 ntroduction hapter 1 hapter 1 he Highower deal t Highower, we are committed to delivering superior accounting, time management, manufacturing and distribution solutions to small and mid-sized businesses. Highower is a est oftware Master eveloper for M 90 and M 200 software with titles such as Food istribution, MR ncoded Laser hecks, Multi-in dvanced istribution, Point of ale Professional, Remote alesperson P, Remote alesperson Laptop, canlaster, ime and illing, ime and illing Professional, and imekeeper to our credit. Highower uses a unique Patch nstallation system, which installs the Highower enhancements without overwriting your original est oftware program. ur patch installation method makes our products attractive to users installing enhancements from multiple est oftware Master evelopers. ur promise of exceptional technical products is only exceeded by our commitment to customer service. ur success is measured in customer satisfaction. Welcome to imekeeper imekeeper is a Highower enhancement for the M 90 and M 200 applications developed by est oftware. imekeeper creates accurate time reports that ensure your client invoices are correct and complete, that they are processed cost-effectively, and that they are sent out as quickly as possible. imekeeper gives your employees the tools they need to maintain an accurate and comprehensive account of their time, wherever they are - whether they are sitting at their desk or out in the field with their Palm handheld or Pocket P (Windows ) device, or via the nternet. hapter 1: ntroduction imekeeper Manual

13 13 mployees that do not use M 90/M 200 do not need the full est oftware installation to use imekeeper. imekeeper Remote allows employees to launch imekeeper from their workstations or laptops and enter time. fter the time entries are uploaded to M 90/M 200, managers, HR, or accounting employees that do have M 90/M 200 installed can review the information and mark the data as approved or rejected. his feature allows you to ensure the information being added to M 90/M 200 is accurate. ntegrating imekeeper with other M 90/M 200 Modules he imekeeper module must be integrated with at least one other M 90/M 200 module. When integrated, each module "shares" common information with any related modules. Your company can integrate the following M 90/M 200 modules with the imekeeper module: ccounts Receivable Job ost Payroll ales rder ime and illing ime and illing Professional o integrate the imekeeper module with the ccounts Receivable, Job ost, Payroll, ales rder, ime and illing, and/or ime and illing Professional modules, you must set up these modules before installing imekeeper. You can integrate with ccounts Receivable, Job ost, ales rder, ime and illing, or ime and illing Professional and also integrate with Payroll. 5PL : epending on which module you integrate with imekeeper, the windows in the imekeeper module may have different fields available. hapter 1: ntroduction imekeeper Manual

14 14 ccounts Receivable When the imekeeper module is integrated with the M 90/M 200 ccounts Receivable module, time entry data is posted to the /R nvoice ata ntry feature, allowing your company to bill clients for time-based projects. f the ccounts Receivable module is integrated with the Job ost module and the Job ost module is integrated with the ccounts Receivable module, you can set imekeeper data to be available in both modules. s a result, time entries will be posted to /R nvoice ata ntry with Job ost data. Job ost When the imekeeper module is integrated with the M 90/M 200 Job ost module, time entry data is posted to the J/ Job Posting ntry feature, allowing your company to accurately determine the cost of a project. f the Job ost module is integrated with the ccounts Receivable module and the ccounts Receivable module is integrated with the Job ost module, you can set imekeeper data to be available in both modules. s a result, time entries will be posted to /R nvoice ata ntry with Job ost data. Payroll When the imekeeper module is integrated with the M 90/M 200 Payroll module, time entry data is posted to the Payroll ata ntry feature, allowing your company to print accurate payroll checks. You can integrate imekeeper with any of the other modules and with the Payroll module. he imekeeper module will post time entries to the other integrated module and to Payroll. f you integrate imekeeper with ccounts Receivable, ccounts Receivable with Job ost, ales rder, ime and illing, or ime and illing Professional and Payroll, you can also include Job ost data when imekeeper posts time entries to Payroll. hapter 1: ntroduction imekeeper Manual

15 15 f imekeeper is only integrated with the Payroll module and the Payroll module is integrated with the Job ost module, you can select the dditionally ntegrated Payroll feature. his feature will update the Payroll ata ntry feature with the job number created in imekeeper s Project Maintenance feature. ales rder When the imekeeper module is integrated with the M 90/M 200 ales rder module, time entry data is posted to the / nvoice ata ntry feature, allowing your company to create accurate sales invoices. ime and illing When the imekeeper module is integrated with the Highower ime and illing module, time entry data is posted to the ime/xpense ntry feature, allowing your company to create accurate billing invoices for time-based projects. ime and illing Professional When the imekeeper module is integrated with the Highower ime and illing Professional module, time entry data is posted to the /2 ime/xpense ntry feature, allowing your company to create accurate billing invoices for time-based projects. Using the imekeeper Manual his manual provides the information necessary for setting up and operating your imekeeper module. Use the imekeeper manual as a guide when initially setting up imekeeper, and then as a resource for understanding features of the application. he manual contains overviews and samples of windows and menus. ections in this Manual his manual is divided by the full workstation version, imekeeper Remote version, the P version of the imekeeper module, and the nternet version,.timekeeper. he first section of the manual discusses how to setup the full workstation module that runs on a M 90/M 200 system. he second section of the manual discusses how to setup and use the hapter 1: ntroduction imekeeper Manual

16 16 imekeeper Remote on a local workstation or laptop. he third section of the manual discusses how to setup and use the imekeeper module on a P (Palm handheld or Windows device). he final section discusses how to setup and use.timekeeper on the nternet. he following table describes the chapters available in this manual. hapter hapter 2: imekeeper oncepts Part 1: Full M 90/M 200 Workstation nstructions hapter 3: nstalling the imekeeper Module hapter 4: avigating in imekeeper hapter 5: Using the etup Menu hapter 6: Using the Main Menu hapter 7: Using the Posting Menu hapter 8: Using the Reports Menu hapter 9: Using the Period nd Menu Part 2: imekeeper Remote Workstation/Laptop nstructions hapter 10: etting Up and Using imekeeper Remote Part 3: P nstructions escription his chapter explains different concepts you need to know about using your imekeeper system. his section of the manual contains instructions on how to setup imekeeper on your M 90/M 200 system. his chapter details the installation procedures for imekeeper on a full M 90/M 200 system. his chapter describes the basic features available in the imekeeper module. his chapter describes how to enter the basic information required to use the imekeeper module. his chapter includes setting general options for the module. his chapter describes how to enter time and expense records, and how a complete approvals. his chapter describes how to post data to integrated modules. his chapter details how to print reports based on information available in the imekeeper module. his chapter details the steps required for period-end processing. his chapter includes period and year-end processing. his section of the manual contains instructions on how to setup imekeeper locally without installing M 90/M 200 on the workstation or laptop. his chapter details how to setup and use imekeeper Remote for time/expense entry employees. his section of the manual contains instructions on how to setup and use imekeeper on a P device. hapter 1: ntroduction imekeeper Manual

17 17 hapter hapter 11: nstalling and onfiguring the imekeeper P hapter 12: Using the imekeeper P Part 4:.timekeeper nstructions hapter 13: nstalling and onfiguring.timekeeper escription his chapter details how to setup imekeeper on your P device. his chapter details how to use imekeeper on your P device. his section of the manual contains instructions on how to setup and use imekeeper on the nternet. his chapter details how to setup.timekeeper on your nternet. hapter 14: Using.timekeeper Graphic onventions his chapter details how to use.timekeeper. he following icons are used throughout this manual to indicate different types of information. Graphic escription he ote symbol is followed by additional information 5 about a topic. he Helpful Hint symbol is located in the left margin and 2 contains additional information about an option. he Warning symbol is followed by information to help you : avoid costly mistakes. hapter 1: ntroduction imekeeper Manual

18 18 ext onventions he following table describes the text conventions used in this manual. ext onvention Field font xplanation ndicates a field name, list box name, options in a list, column name, or check box. xample: he Modes button is available only if Windows Printer Port or Physical evice is selected at the evice ype field. talic font Getting dditional Help ndicates directory names or references to other manuals. xample: For more information about setting up and processing sales tax, refer to your ccounts Receivable or ccounts Payable manual. Highower provides online manuals, online help, and technical support for all our enhancements. Getting dditional opies of the Manual he imekeeper manual is available when you install the module. hapter 1: ntroduction imekeeper Manual

19 19 pen the Highower nline Manual 1 From the Help menu on the M 90/M 200 menu bar, select Highower Manuals. he Highower Manuals list appears on the right side of the screen. Highower Manuals List 2 lick on the imekeeper link. his manual will appear in PF format. hapter 1: ntroduction imekeeper Manual

20 20 nline Manual hapter 1: ntroduction imekeeper Manual

21 21 Using the imekeeper nline Help he imekeeper module includes the standard content online help. nline Help pen the nline Help For field level context-sensitive help, move your cursor to the field and press F1. pop-up window appears with help for the field. For window level context-sensitive help, click the button on the window. he help screen for the window appears. hapter 1: ntroduction imekeeper Manual

22 22 Highower upport ervices Highower provides several methods of support for your imekeeper module: ontact your uthorized Reseller or onsultant. f you do not have an uthorized Reseller or onsultant, contact Highower ( ). Refer to the Highower ata efinitions available in the Highower Library Master module in the Utilities menu. his feature lists all the data fields available on each window of each Highower module. ccess technical bulletins and download program corrections through the Highower website ( ote that program corrections are available exclusively through the nternet. For more information about Highower s fee-based customer support services, contact our Help esk epartment. Regular Help esk hours are 9:00.M. to 5:00 P.M. entral tandard ime Monday through Friday. You can reach our Help esk epartment in the following ways: Phone: Fax: mail: helpdesk@hightowerinc.com Related Manuals here are several manuals you might have to referred to while using the imekeeper module. he following table lists the names of the manuals and locations of the manuals. Manual ccounts Receivable Manual Job ost Manual Payroll Manual escription and Location his manual documents the features available in the ccounts Receivable module by est oftware. his manual documents the features available in the Job ost module by est oftware. his manual documents the features available in the Payroll module by est oftware. hapter 1: ntroduction imekeeper Manual

23 23 Manual ales rder Manual ime and illing Manual ime and illing Professional Manual escription and Location his manual documents the features available in the ales rder module by est oftware. his manual documents the features available in the ime and illing module by Highower, and is available through the Help menu. his manual documents the features available in the ime and illing Professional module by Highower, and is available through the Help menu. his concludes hapter 1: ntroduction of the imekeeper manual. hapter 1: ntroduction imekeeper Manual

24 hapter 2 imekeeper oncepts hapter 2 hapter 2: imekeeper oncepts explains different concepts you need to know to use your imekeeper module to the fullest extent. ifferent Variations of the imekeeper Module here are four variations of the imekeeper module that different employees can use to record time. imekeeper for P - he P version can be installed on a Palm or Pocket P (Windows ) device for users who enter their time using handheld devices. 24 imekeeper Remote pplication - he imekeeper Remote application includes a time-entry window for users that do not use a company s M 90/M 200 system. Full imekeeper Module - he full imekeeper module runs on a fully installed M 90/M 200 system. his module allows M 90/M 200 to use the time entries created in the P and imekeeper Remote application..timekeeper - he.timekeeper module runs on your company s website. here are different installations for a Palm device, a Pocket P (Windows ) device, the imekeeper Remote application,.timekeeper, and the full imekeeper module. Review the correct section of this manual for the installation procedures. Remote evice Licenses imekeeper P and the imekeeper Remote application require Highower remote device licenses. ach User/evice/pplication combination requires one license. he number of device licenses available for any given M 90/M 200 system, is managed by the registration of the Highower Library Master module from Highower. Please contact a Highower alesperson to purchase licenses. f the Highower Library Master module is not registered it will allow 45 days of access from the hapter 2: imekeeper oncepts imekeeper Manual

25 25 installation date for demonstration purposes, which is standard for any M 90/M 200 module. he Remote License Maintenance feature will allow one User/evice/pplication to be entered and accessed 40 times. ee the Highower Library Master Manual for full details. ynchronizing ata o keep the data between the P device, imekeeper Remote, and the M 90/M 200 system consistent, you must synchronize the data. y synchronizing the data, you send the information the user entered in the P or imekeeper Remote to the imekeeper module on the M 90/M 200 system, and you download the latest data from the M 90/M 200 system to the P or imekeeper Remote application. ynchronizing Palm evices Palm devices come installed with the Hotync Manager application. his application exchanges the information available on the Palm device to the M 90/M 200 system. he M 90/M 200 workstation that will synchronize the data requires the Palm esktop application by palmne, nc. (version 4.0 or later). he installation will supply the Hotync Manager application. ynchronizing Pocket P (Windows ) evices Pocket P (Windows ) devices must be connected to the workstation running M 90/M 200 via ctiveync by Microsoft. o synchronize a Pocket P (Windows ) device, use the Windows ync feature available in the imekeeper module s Remote menu. ynchronizing imekeeper Remote he users running imekeeper Remote can synchronize the data by clicking the ync button available on the imekeeper Remote window. How imekeeper Works n employee records time spent on billable projects on a P, while another employee enters standard workable hours through imekeeper Remote. he P user connects the Palm device to the computer that will use the synchronized data and performs the synchronization. he hapter 2: imekeeper oncepts imekeeper Manual

26 26 imekeeper Remote user clicks the ync button and sends the data to location of the M 90/M 200 system. heir time entries are sent to M 90/M 200 while their applications receive the latest M 90/M 200 information such as the latest customer, project, and activity lists. nce the data is available in M 90/M 200, another user with the full M 90/M 200 system can view the time entries using the imekeeper module. manager or payroll personnel can also approve or reject time entries. f approved, time entries are updated throughout the entire M 90/M 200 system, and to the integrated modules. imekeeper Work in Process (WP) File he imekeeper Work in Process (WP) file is central to all data processing that occurs in the imekeeper module. he WP file can receive input from the imekeeper Remote program and a P source. imekeeper enables you to post WP file data to the integrated application you specify. imekeeper setup enables you to use various sources for time data input. You can post WP data to the integrated module that you specify on the imekeeper ptions Main tab. imekeeper enables you to post data from the WP file to any of the following modules: ccounts Receivable Job ost Payroll ales rder ime and illing ime and illing Professional hapter 2: imekeeper oncepts imekeeper Manual

27 27 he following diagram illustrates the data linkages in imekeeper. PU P mport imekeeper Remote imekeeper WP File PG ccounts Receivable ime & illing Professional Job ost Payroll ntegrated M 90/M 200 Modules ales rder ime & illing he imekeeper ptions window allows you to select other M 90/M 200 to integrate data with imekeeper. he modules listed on the imekeeper ptions window are limited to the modules that are configured for the current company. he integrated modules allow imekeeper to post data from the WP file to ccounts Receivable, ccounts Receivable with Job ost data, Job ost, Payroll, Payroll with Job ost data, ales rder, ime and illing, or ime and illing Professional. he following list describes how data is posted. f ccounts Receivable is the integrated module, then data from the WP file will be posted to /R nvoice ata ntry. f Job ost is integrated with ccounts Receivable and ccounts Receivable is integrated with Job ost, then you can select ccounts Receivable with Job ost as the integrated module. ata from the WP file will be posted to /R nvoice ata ntry with Job ost data. hapter 2: imekeeper oncepts imekeeper Manual

28 28 f Job ost is the integrated module, then data from the WP file will be posted to J/ Job Posting ntry of the irect ost type. f Payroll is the integrated module, then data from the WP file will be posted to Payroll ata ntry. f imekeeper is integrated with any module other than Payroll, then you can select the dditionally ntegrate with Payroll check box in the imekeeper options window. his integration allows you to post data from the WP file to Payroll at the same time that you are posting data to the other integrated module. f the integrated module is ccounts Receivable, ccounts Receivable with Job ost, ales rder, ime and illing or ime and illing Professional and you select the dditionally ntegrated with Payroll check box, then if Payroll is integrated with Job ost, you can also select the nclude Job ost ata with Payroll check box. his feature allows you to post data from the WP file to Payroll with Job ost data. 5: f you select Job ost as your integrated module, you cannot select nclude Job ost ata with Payroll because it would result in a double posting to the Job ost module. f the integrated module is Payroll and the Payroll module is integrated with Job ost then you can also select the dditionally ntegrated with Payroll check box. his option will update Payroll ata ntry with the job number setup in the imekeeper Project Maintenance feature. f ales rder is the integrated module, then data from the WP file will be posted to / nvoice ata ntry. f ime and illing is the integrated module, then data from the WP file will be posted to / ime/xpense ntry. f ime and illing Professional is the integrated module, then data from the WP file will be Posted to /2 ime/xpense ntry. his concludes hapter 2: imekeeper oncepts of the imekeeper manual. hapter 2: imekeeper oncepts imekeeper Manual

29 ur s Your olution Workstation nstructions

30 hapter 3 nstalling the imekeeper Module hapter 3 hapter 3: nstalling the imekeeper Module provides detailed installation instructions, and contains the steps to register the imekeeper module. ystem Requirements est oftware does set standard system requirements for workstations using M 90/M 200. ee the system requirements determined by est ( nstalling imekeeper 30 omplete the following steps to install the imekeeper module. 1 lose all programs. 2 nsert your Highower nhancements -RM into your -RM drive. he installation screen appears. hapter 3: nstalling the imekeeper Module imekeeper Manual

31 31 3 elect nstall Highower nhancements. he system starts the installation wizard. Welcome Window 4 lick ext from the main welcome screen to begin installation. oftware License greement Window hapter 3: nstalling the imekeeper Module imekeeper Manual

32 32 5 lick Yes in the software license agreement screen. nstallation Location Window 6 rowse to the location on your computer where your M 90/M 200 system is installed and click ext. Highower omponents Window 7 elect the imekeeper from the list of Highower applications and click ext. hapter 3: nstalling the imekeeper Module imekeeper Manual

33 33 warning dialog box displays reminding you to close M 90/M 200 before proceeding with the installation. urrent ettings Window 8 Verify the installation settings and click ext. Finish nstallation Window 9 lick Finish to complete the installation. You may view the Read Me file by selecting the Launch Read Me check box. hapter 3: nstalling the imekeeper Module imekeeper Manual

34 34 ystem tartup ystem tartup is an automatic procedure that must be performed once per company. his procedure is initiated the first time you access imekeeper for a specific company. etup the imekeeper Module in the Role Maintenance You must make sure that you check the module in the Role Maintenance feature of the M 90/M 200 s Library Master module. 1 From the M 90/M 200 s Library Master, select Role Maintenance from the Main menu. Role Maintenance Window 2 elect your user role defined for your M 90/M 200 system. ee your M 90/M 200 Library Master Manual for more information. 3 heck the imekeeper option. 4 lick the ccept button. hapter 3: nstalling the imekeeper Module imekeeper Manual

35 35 Register the imekeeper nhancement When you try to open the imekeeper module for the first time, you will need to register the enhancement. You will receive a registration and key from your Highower representative. You can install all Highower enhancements for a 45-access trial period. When you purchase an enhancement, you will receive a registration and key from your Highower representative. You register Highower enhancements through the Highower Library Master module. 1 From the Highower Library Master module, select Highower nhancement Registration from the Main menu. he nhancement Registration window appears. Highower nhancement Registration Window 2 nter the registration key in the Registration ey field. 3 nter the unlocking key in the Product ey field. 4 lick ccept. he system will register all purchased Highower enhancements. ee the Highower Library Master Manual for more information. hapter 3: nstalling the imekeeper Module imekeeper Manual

36 36 M 200 or M 200 for QL nstallations fter the installation or upgrade is completed on the M 200 server, you must run the a lient erver Workstation nstall on each workstation for each Highower enhancement that has been installed or upgraded. 1 o run the lient erver Workstation nstall, click on the Utilities menu of Highower Library Master module. lick on the lient erver Workstation nstall menu option to display the lient erver Workstation nstallation window. 2 For each enhancement there are three options that may be selected - nstall, Help, and Manual. elect nstall (the Help and Manual options are not required). fter the options have been selected, click Proceed to install the selected options to the workstation. ee the Highower Library Master Manual for more information. efining the imekeeper nhancement he ystem tartup occurs when you try to access the imekeeper module for the first time. 1 elect an option from the imekeeper module. f the application has not been activated, the following dialog box displays. M 90 ialog ox hapter 3: nstalling the imekeeper Module imekeeper Manual

37 37 2 lick Yes. he ompany Maintenance window appears. ompany Maintenance Window 3 lick the ctivate button. he ctivate pplication window appears. ctivate pplication Window 5: For more information about activating modules, see the Library Master Module Manual by est oftware. 4 elect the imekeeper module and click Proceed. hapter 3: nstalling the imekeeper Module imekeeper Manual

38 38 5 n the Modules menu, click imekeeper. he application displays the hange ate window. hange ate Window 6 lick. You can change the date, but the application defaults to the current accounting date. he following dialog box displays. M 90 ialog ox 7 lick Yes to begin defining files to start Multi-in dvanced istribution. When all data files are defined, you automatically advance to options in the imekeeper etup menu. ee hapter 5: Using the etup Menu for more information about the options in the etup menu. his concludes hapter 3: nstalling the imekeeper Module of the imekeeper manual. hapter 3: nstalling the imekeeper Module imekeeper Manual

39 hapter 4 avigating in imekeeper hapter 4 hapter 4: avigating in imekeeper contains instructions on how to access specific features of the imekeeper module. his chapter describes how to access windows in imekeeper, use the menu bar, and use different button fields available in the module. Using the Modules ree he imekeeper module displays the menu options in the M 90/M 200 Modules tab, which contains the "tree-like" view. You can access a window in the imekeeper module through the tree-like view. 39 M 90 Window hapter 4: avigating in imekeeper imekeeper Manual

40 40 pen a imekeeper Window through the Modules ree 1 ouble-click the imekeeper module from the Modules tab. he module expands to display all the menu options available in the imekeeper module. 2 lick on the menu option you want to access. he names of the windows available in the menu appear on the right side of the M 90/M 200 window. Windows vailable in the etup Menu 3 ouble-click on the name of the window to open. he system displays the selected window. hapter 4: avigating in imekeeper imekeeper Manual

41 41 Using the imekeeper Menu ar he imekeeper menu bar is available through the M 90/M 200 menu bar. You can access the windows in the imekeeper module through the menu bar. M 90 Window imekeeper Menu pen a imekeeper Window through the Menu ar 1 From the Modules menu, select imekeeper. 2 elect the menu option, then select the name of the window. he system displays the window. fter opening the imekeeper module, the imekeeper menu appears in the right side of the menu bar. You can access additional imekeeper windows using this menu bar. hapter 4: avigating in imekeeper imekeeper Manual

42 42 Using utton Fields in imekeeper he imekeeper module uses the standard M 90/M 200 button fields that you use to perform a specific activity. You can also use the keyboard to perform many of the same functions. he following table describes each button and provides the keyboard variation of the button when applicable. utton eyboard escription R PR P L HM PG UP PG W RL+HM RL+ dvances you to the next field on a window. n a grid, pressing the key moves focus from cell to cell. t the end of the row, pressing moves the key to the next row. dvances you to the next required field on a window and allows you to save changes. You can use the spacebar to clear or select a check box or radio button field. eletes the information in a field. loses the current window. n a grid, pressing the key cancels a cell entry. eletes information from a field. Highlights the first item in a list box or Lookup window. n a grid, pressing the HM key moves focus to the first cell of a row. Highlights the last item in a list box or Lookup window. n a grid, pressing the key moves focus to the last cell of a row. Highlights an item in the previous page of a list box or Lookup window. Highlights an item in the next page of a list box or Lookup window. n a grid, moves focus to the first row in the same cell position. n a grid, moves focus to the last row in the same cell position. hapter 4: avigating in imekeeper imekeeper Manual

43 43 utton eyboard escription RL+R RL+R RL+L RRW F1 in a Field F1 on a Window F2 F3 or L+L F4 F5 RL+F5 RL+F6 RL+F7 n a grid, adds line feeds to comments. nserts a line. eletes the current line. n a grid, pressing the RRW keys moves focus from cell to cell. isplays the pop-up help for the current field. isplays the help for the entire window. isplays the Lookup window for the current field. elect an item from the Lookup window and click elect. he item appears in the field. isplays an alternate Lookup window for the current field. his window is usually more tailored for the current field than the general Lookup window. elect an item from the Lookup window and click elect. he item appears in the field. llows you to print the information available on a window. his option my display an options window, where you can select the type of data to include in a printout. n a grid, allows you to toggle between the primary and secondary grids. pens a window for you to perform a special task associated to the field or window. Usually allows you to display/enter lot/serial items. Many windows display rowse buttons in the lower left corner, to help you browse through existing records. his button displays the first record available. Many windows display rowse buttons in the lower left corner, to help you browse through existing records. his button displays the previous record available. Many windows display rowse buttons in the lower left corner, to help you browse through existing records. his button displays the next record available. hapter 4: avigating in imekeeper imekeeper Manual

44 44 utton eyboard escription RL+F8 L+ Many windows display rowse buttons in the lower left corner, to help you browse through existing records. his button displays the last record available. aves the information you added or changed in a window. L+ isregards any changes you entered in a window. L+ L+P L+V L+ HF+F1 L+ L+U L+ Removes the currently selected record from the M 90/M 200 system. lick this button to print a report, journal, or listing. lick this button to preview a report, journal, or listing before printing it. lick this button to change the printing configurations for the report, journal, or listing. isplays Help text for the window. lick for dialog boxes and line entries. Undo line changes. nserts a line. L+ eletes a line. L+1, 2, 3... L+ n a data entry window, selects the first tab, second tab, third tab... pens a atch window where you can start a multiple data entry session. ends an to the address entered in the -mail ddress field. hapter 4: avigating in imekeeper imekeeper Manual

45 45 utton eyboard escription isplays a text window to enter or view additional information about an item. L+M L+M pens the Memo Maintenance window where you can write a memo. isplays a memo already assigned to a customer or item. L+Q L+ Launches the MapQuest website for directions to a location. hows the image specified at the adjacent field. L+ L+U L+ L+Z F2 earch through a list or Lookup window for items that match a specified search criteria. Use the earch option to limit the number of items in a list or Lookup window. Launches a website based on the URL entered at the URL ddress field. isplays the next number for a record. lick this button to add a new item. isplays the details of an item. alculates the net balance. pens the calculator. F2 pens the calendar. isplays options for changing budget amounts. L+U e-selects all rows in a grid. L+ elects all rows in a grid. hapter 4: avigating in imekeeper imekeeper Manual

46 46 utton eyboard escription elects a column in a grid. elects a row in a grid. elects all rows in a grid. elects the total row in a grid. L+ nserts a row in a grid. L+W L+U L+ L+R Moves a row down in a grid. Moves a row up in a grid. Preview button. eletes a row in a grid. Resets a row in a grid. aves changes. witches between displaying the ew alance view and the ebits and redits view. Lists files in a directory. pens a ext Maintenance window where you can write an extended description. his button is available on a Lookup window. lick Filters to enter additional filters for the lookup. he text on this button will appear in red, if filters already exist. hapter 4: avigating in imekeeper imekeeper Manual

47 47 utton eyboard escription his button is available on a Lookup window. lick ustom to create a unique lookup view by adding, removing, and/or modifying columns and filters. his button is available on a Lookup window. lick Find to activate the search. lick elect to select a record, or double-click the current line. his concludes hapter 4: avigating in imekeeper of the imekeeper manual. hapter 4: avigating in imekeeper imekeeper Manual

48 hapter 5 Using the etup Menu hapter 5 hapter 5: Using the etup Menu teaches you how to setup options for your company and how to create and maintain standard data used within the imekeeper module. he activities in this chapter are performed by a manager or system administrator. How to Use the etup Menu he imekeeper etup menu contains the features used to build and maintain the files required for the operation of the imekeeper module. You might not need to use every feature available in the etup menu. elect only the options your company requires. 48 his chapter does not describe every procedure that can be completed on a etup window. his chapter describes each option so you can setup your imekeeper system quickly and start using the module. etailed instructions about changing information, deleting information, and printing from the etup windows are available in the online help. he following instructions provide a quick overview of how to complete these procedures. pen a Window from the etup Menu 1 ouble-click the imekeeper module from the Modules tab. he module expands to display all the menu options available in the imekeeper module. 2 lick on the etup menu. he names of the windows available in the menu appear on the right side of the M 90/M 200 window. Windows vailable in the etup Menu hapter 5: Using the etup Menu imekeeper Manual

49 49 3 ouble-click on the name of the window to open. he system displays the selected window. dd a Record 1 nter the new record name or number in the first field on the window. very window in the etup menu, with the exception of the imekeeper ptions window and the imekeeper mport window, allows you to manually enter new information in the first field. 2 et the options your company requires from the fields available on the window. ee the section in this chapter for detailed information about each option you can set. 3 lick the ccept button to save the changes. hange a Record 1 lick the button in the first field to select a record account from the Lookup window. he system displays the record s information in the window. 2 et the options your company requires from the fields available on the window. ee the section in this chapter for detailed information about each option you can set. 3 lick the ccept button to save the changes. elete a Record 1 lick the button in the first field to select a record account from the Lookup window. he system displays the record s information in the window. 2 lick the elete button. he system displays a warning dialog box similar to the following. Warning ialog hapter 5: Using the etup Menu imekeeper Manual

50 50 3 lick the Yes button. he record is deleted. 4 lick the ccept button to save the changes. Print a etup Listing You can print information from any of the windows available in the etup menu. hese windows provide a listing of the options set or the records available. For many of the windows you can select the type of information to include in the listing. For detailed information about each type of listing, see the online help. 1 lick the button on the window. Listing window similar to the following appears. xception Listing Window 2 elect how to sort the list from the ort ptions field. 3 elect the type of information to include in the list from the remaining fields on the Listing window. For many fields you can select all records or a range of information. For example, in the previous picture you can check ll to print all exceptions, or you can use the Lookup windows in the tarting and nding fields and select specific exceptions. f there is a date field available in a Listing window and you want to print information for a particular date, enter the same date in the tarting and nding fields. 4 lick the Print button to print the list or the Preview button to preview the list. hapter 5: Using the etup Menu imekeeper Manual

51 51 imekeeper ptions he module "ptions" window, a standard feature available in all M 90/M 200 accounting software modules, allows you to customize each module to fit your company s specific accounting requirements. he imekeeper ptions window allows you to select from a wide range of options. Using this feature you tailor the imekeeper module to suite your business requirements. onfigure which M 90/M 200 modules will integrate with imekeeper, set standards for company terminology, and determine billing procedures. fter installing imekeeper, the system startup process begins and the imekeeper ptions window appears. You can setup the module right after installation and update the configuration whenever required by your business. he imekeeper ptions window contains two tabs for different configuration settings. onfigure the tandard imekeeper ptions in the Main ab he Main tab contains the general settings for the imekeeper module. imekeeper ptions Window - Main ab hapter 5: Using the etup Menu imekeeper Manual

52 52 1 elect the main module that will integrate with the imekeeper module from the ntegrated pplication field. You must select one module. he following table describes each option. Field ccounts Receivable ccounts Receivable with Job ost ales rder escription elect this option to integrate imekeeper with the ccounts Receivable module. imekeeper will post time entries to the /R nvoice ata ntry feature, allowing your company to bill clients for time-based projects. When you select this option, the dditionally ntegrate with Payroll, illing Rate ource, llow ntry of xpenses, Require Management pproval, Require econdary pproval, Lock pproved WP, llow n Hold WP, llow illing Rate nquiry, Post to xisting nvoices, Post escriptions as omment Lines, First omment Line ncludes, and apitalization fields are the only fields available on the Main tab. f the ccounts Receivable module is integrated with the Job ost module and the Job ost module is integrated with the ccounts Receivable module, you can set imekeeper data to be available in both modules. s a result, time entries will be posted to /R nvoice ata ntry with Job ost data. When you select this option, the dditionally ntegrate with Payroll, illing Rate ource, llow ntry of xpenses, Require Management pproval, Require econdary pproval, Lock pproved WP, llow n Hold WP, llow illing Rate nquiry, Post to xisting nvoices, Post escriptions as omment Lines, First omment Line ncludes, and apitalization fields are the only fields available on the Main tab. elect this option to integrate imekeeper with the ales rder module. imekeeper will post time entries the / nvoice ata ntry feature, allowing your company to create accurate sales invoices. When you select this option, the dditionally ntegrate with Payroll, illing Rate ource, llow ntry of xpenses, Require Management pproval, Require econdary pproval, Lock pproved WP, llow n Hold WP, llow illing Rate nquiry, Post to xisting nvoices, Post escriptions as omment Lines, First omment Line ncludes, and apitalization fields are the only fields available on the Main tab. hapter 5: Using the etup Menu imekeeper Manual

53 53 Field ime and illing Payroll Job ost ime and illing Professional escription elect this option to integrate imekeeper with the Highower ime and illing module. imekeeper will post time entries to the ime/xpense ntry feature, allowing your company to create accurate billing invoices for time-based projects. When you select this option, the dditionally ntegrate with Payroll, illing Rate ource, llow ntry of xpenses, Require Management pproval, Lock pproved WP, llow n Hold WP, Post escriptions as omment Lines, and apitalization fields are the only fields available on the Main tab. elect this option to integrate imekeeper with the Payroll module. imekeeper will post time entries to the Payroll ata ntry feature, allowing your company to print accurate payroll checks. When you select this option, the llow alary mployees, llow ntry of xpenses, Require Management pproval, Lock pproved WP, llow n Hold WP, and apitalization fields are the only fields available on the Main tab. elect this option to integrate imekeeper with the Job ost module. imekeeper will post time entries to the J/ Job Posting ntry feature, allowing your company to accurately determine the cost of a project. When you select this option, the dditionally ntegrate with Payroll, J/ redit ccount, Unit ost ource, llow ntry of xpenses, Require Management pproval, Lock pproved WP, llow n Hold WP, and apitalization fields are the only fields available on the Main tab. elect this option to integrate imekeeper with the Highower ime and illing Professional module. imekeeper will post time entries to the /2 ime/xpense ntry feature, allowing your company to create accurate billing invoices for time-based projects. When you select this option, the dditionally ntegrate with Payroll, illing Rate ource, llow ntry of xpenses, Require Management pproval, Require econdary pproval, Lock pproved WP, llow n Hold WP, llow illing Rate nquiry, Post to xisting nvoices, Post escriptions as omment Lines, and apitalization fields are the only fields available on the Main tab. 2 elect the additional Payroll and Job ost integration options. hapter 5: Using the etup Menu imekeeper Manual

54 54 heck dditionally ntegrate with Payroll to post time entries to Payroll, as well as the module selected in the ntegrated pplication field. heck llow alary mployees to post time entries of salaried employees to Payroll. f this option is not selected, imekeeper posts time from hourly employees only. his field is available only if dditionally ntegrate with Payroll is selected. heck nclude Job ost ata with Payroll to post Job ost data with Payroll data. his field is available only when dditionally ntegrated with Payroll is selected, and the Payroll module is integrated with the Job ost module. elect the General Ledger credit account for direct job cost posting entry in the J/ redit ccount field. his field is only available if Job ost is selected in the ntegrated pplication field. elect the source for the billing rate/cost rate for time entry in the illing Rate ource or Unit ost ource field. f you selected Job ost in the ntegrated pplication field, the Unit ost ource field appears. he following table describes each feature. ption mployee ustomer Project escription imekeeper uses the billing rate configured for an employee in the mployee Maintenance window. imekeeper uses the billing rate configured for a customer in the ustomer Maintenance window. imekeeper uses the billing rate configured for a project in the Project Maintenance window. ctivity pplication imekeeper uses the billing rate configured for an activity in the ctivity Maintenance window. imekeeper uses the billing rate configured in the integrated module selected in the ntegrated pplication field. 3 heck llow ntry of xpenses to allow employees to enter expense data in imekeeper ntry. hapter 5: Using the etup Menu imekeeper Manual

55 55 4 et approval standards for imekeeper. heck Require Management pproval to require a manager to approve each time/expense entry before it can be posted to the integrated module. heck Require econdary pproval to require a secondary approval for each time/expense entry before it can be posted to the integrated application. When this option is selected, the econdary field becomes available. elect the person responsible for the secondary approval from the econdary field. You can select either ustomer or alesperson. his field is available only if the Require econdary pproval option is selected. heck Lock pproved WP to prevent imekeeper Remote users from changing approved work in process (WP) entries. his field is only available when either the Require Management pproval or Require econdary pproval options are selected. heck llow n Hold WP to mark a work in process entry as n Hold. ntries on hold cannot be approved unless a department manager or corporate administrator has override privileges. heck llow illing Rate nquiry to allow a user to change an employee s level of access in the mployee Maintenance window. his field is available only if ccounts Receivable, ccounts Receivable with Job ost, or ales rder is selected in the ntegrated pplication field. 5 elect how to post data to the integrated module. heck Post to xisting nvoices to post the imported imekeeper data to existing invoices. his field is available only if ccounts Receivable, ccounts Receivable with Job ost, or ales rder is selected in the ntegrated pplication field. hapter 5: Using the etup Menu imekeeper Manual

56 56 heck Post escriptions as omment Lines to post descriptions as comment lines in the module selected in the ntegrated pplication field. his field is available only if ccounts Receivable, ccounts Receivable with Job ost, ales rder, ime and illing, or ime and illing Professional is selected in the ntegrated pplication field. elect the data to include in the first line of comments posted to the integrated module from the First omment Line ncludes field. You can select User ode, User ame, ate nly, or one. his field is only available if ccounts Receivable, ccounts Receivable with Job ost, or ales rder is selected in the ntegrated pplication field. elect how imekeeper will capitalize descriptions in the imekeeper WP election window from the apitalization field. elect ll Uppercase to capitalize all letters, o hange to keep the capitalization as entered, or Proper ase to capitalize the first character of every word. 5: ome words do not look right when you choose to capitalize the first letter of every word. For example, small words like and or in should not be capitalized. lthough you can define general capitalization settings in imekeeper ptions, use the Word ubstitution Maintenance window to define custom rules for specific words and to override the setting made in imekeeper ptions when a conflict occurs. hange imekeeper erminology in the erminology ab he erminology tab enables you to change specific imekeeper terminology to match the terminology your organization uses. hanging the terminology will change the names of menu bar descriptions, imekeeper windows, and imekeeper fields. hapter 5: Using the etup Menu imekeeper Manual

57 57 imekeeper ptions Window - erminology ab 1 nter the changes for the imekeeper terms in the text fields available on the window. You can change the terminology for mployee, ustomer, Project, and ctivity. 2 lick ccept to save the changes. hapter 5: Using the etup Menu imekeeper Manual

58 58 epartment Maintenance Use the epartment Maintenance window to maintain a list of your organization s departments. You must define at least one department to use the imekeeper module. 5: epartments used in imekeeper are independent of other M 90/M 200 modules, such as Payroll. t is highly recommended that you maintain a consistent department naming convention among modules. reate a epartment epartment Maintenance Window 1 nter a two-character, numeric only code to identify a department in the epartment field. lick the button to search for a department that is already available in imekeeper, so you can change the settings. 2 nter a description for the department in the escription field. 3 lick the ccept button to save the changes. hapter 5: Using the etup Menu imekeeper Manual

59 59 mployee Maintenance M 90/M 200 user must be assigned to an employee in order to use imekeeper ntry. Use the mployee Maintenance window to view and maintain employee data. You may import employee data into imekeeper from other systems including Payroll and ime and illing Professional. n order to import employee data from other systems, you must specify the employee code as it appears in each system. epending on your integration settings, certain fields may not be available. You can also set up preferences for the current employee and allow them to override on hold work in process (WP) entries, or be defined as a department manager or corporate administrator. he mployee Maintenance window consists of three tabs for different settings. reate the mployee on the Main ab he Main tab of the mployee Maintenance window enables you to specify information about an employee. he Main tab also contains features required for remote solutions. ee the etup a evice for an mployee section for more information. mployee Maintenance Window - Main ab hapter 5: Using the etup Menu imekeeper Manual

60 60 1 nter an alphanumeric code (0-9 or -Z) to identify a new employee in the mployee field. lick the button to search for an employee that is already available in imekeeper, so you can change the settings. 2 nter the employee s full name in the text field available. 3 nter the M 90/M 200 user code to link to this employee in the M90 User field. his field is only required if the employee will be entering time through imekeeper ntry. imekeeper ntry will verify the current M 90 user and default the entry window to the linked employee. f an employee linked to the current M 90 user is not found, imekeeper ntry will not proceed. 4 For an employee that will use imekeeper Remote, imekeeper P, or.timekeeper, enter the remote user this employee will use for these applications in the Remote User field. Please see the imekeeper Remote, imekeeper P, or.timekeeper section for more information. 5 elect or enter the two-digit department code for the employee in the epartment field. lick the button to create a new department code by launching the epartment Maintenance window. 6 nter the billing rate for the employee in the illing Rate field. You may enter up to three decimal places. his field is available only if mployee is selected in the illing Rate ource field on the imekeeper ptions window. 7 elect how much access the employee has to the billing rate information from the illing Rate ccess field. ptions include one, View, Modify, and verride. his field is available only if the llow illing Rate nquiry field is selected in the imekeeper ptions window. 8 heck epartment Manager to mark an employee as a manager for the department. 9 heck orporate dministrator to mark an employee as a corporate administrator. 10 heck verride n Hold WP to allow this employee to override an entry that has been marked as on hold. his field is only available if llow n Hold WP is checked in imekeeper ptions, and the epartment Manager or orporate dministrator field is selected. hapter 5: Using the etup Menu imekeeper Manual

61 61 11 ssign a salesperson to the employee from the alesperson field to access the econdary pproval window. his field is only available if ccounts Receivable is selected in the ntegrated pplication field and the econdary pproval field is selected on the Main tab of the imekeeper ptions window. 12 o match this employee with data in the Payroll system, select the Payroll employee from the P/R mployee field. his field is only available if Payroll is selected in the ntegrated pplication field on the Main tab of the imekeeper ptions window. 13 o match this employee with data in the ime and illing Professional system, select the ime and illing Professional employee from the /2 mployee field. everal imekeeper employees can be cross-referenced to the same ime and illing Professional employee. lick the button to create a new ime and illing Professional employee. his field is only available if ime and illing Professional is selected in the ntegrated pplication field on the Main tab of the imekeeper ptions window. etup a evice for an mployee For employees to update their imekeeper data using Hotync functions on a Palm handheld, the synchronization on a Pocket P (Windows ) device, or within imekeeper Remote, you must set them up through the evice xport onfiguration window, which you access by clicking on the xport onfig button on the mployee Maintenance Main tab. ll fields on this window are required to use the synchronization process. You can choose to include all customers and clients in ccounts Receivable, ime and illing, or ime and illing Professional, or specify a limited range to export. 5: You can use devices with imekeeper, only when imekeeper Remote or the P has a valid serial number and unlocking key entered in Product Registration. hapter 5: Using the etup Menu imekeeper Manual

62 62 1 lick the xport onfig button. he evice xport onfiguration window appears. evice xport onfiguration Window 2 o apply the configuration settings to the.timekeeper application, check pply this configuration to.timekeeper. 3 f imekeeper is integrated with ccounts Receivable, select the ccounts Receivable customers to include in the synchronization by clicking elect ll ustomers, or by entering a range of customers. 4 f imekeeper is integrated with ime and illing, select the ime and illing clients to include in the synchronization by clicking elect ll lients, or by entering a range of clients. 5 f imekeeper is integrated with ime and illing Professional, select the ime and illing Professional clients to include in the synchronization by clicking elect ll lients, or by entering a range of clients. hapter 5: Using the etup Menu imekeeper Manual

63 63 6 elect the synchronization process from the ync ptions section. he following table describes each option. ption ynchronize the files evice Updates M 90 M 90 verwrites evice escription his option performs the full synchronization process by sending any data available in the P to the imekeeper module on M 90/M 200, and by sending the M 90/M 200 data to the P. his option sends any data available in the P to the imekeeper module on M 90/M 200. his option sends the M 90/M 200 data to the P. o ync his option does not perform any synchronization. 7 lick. he files required to synchronize the employee s P and imekeeper Remote are installed on the employee s P. For Pocket P (Windows ) devices, the files are also installed on the actual device. When the employee synchronizes the information, the data selected on the evice xport onfiguration window is synced. View or dit the mployee s Historical ime on the History ab Use the History tab to view/edit historical information concerning this employee. he History tab contains a list of time data for the employee based on the fiscal year specified in the Year field. hapter 5: Using the etup Menu imekeeper Manual

64 64 1 lick on the History tab from the mployee Maintenance window to access an employee s historical hours. mployee Maintenance Window - History ab 2 elect the year to view from the Year field. he History tab displays the employee s billable, no charge, non-billable, and total hours and the total amount billed for each month and the whole year. 3 elect the type of data to edit. he History tab defaults to ime nly. elect xpense nly to display expense data or ime & xpense to list data for both time and expenses. ime nly allows you to change any of the information on this tab, except the otal Hours field. xpense nly does not allow you to change any of the information. ime & xpense allows you to change the illable Hours, o hange Hours, and o ot ill Hours fields. 4 hange the number of illable Hours posted to the employee in the Month fields. 5 hange the number of o harge Hours posted to the employee in the Month fields. 6 hange the number of o ot ill Hours posted to the employee in the Month fields. hapter 5: Using the etup Menu imekeeper Manual

65 65 7 hange the otal illed mount posted to the employee in the Month fields. Review an mployee s ransactions Use the mployee Maintenance ransactions tab to display a list of billing transactions for the employee. 1 lick on the ransactions tab from the mployee Maintenance window to access an employee s transactions. mployee Maintenance Window - ransactions ab 2 Use the button fields to view further details about the invoices. lick to search for a particular invoice. he ransaction Filter window appears. ransaction Filter Window hapter 5: Using the etup Menu imekeeper Manual

66 66 elect the ate, ustomer, Project, and ctivity criteria for the search by checking ll for each, or entering a range of data in the tarting and nding fields. When you click, the ransactions tab displays data matching the selection criteria you specified. lick on an invoice and click the button to view the time/expense details. imekeeper History Window hapter 5: Using the etup Menu imekeeper Manual

67 67 lick on an invoice and click the button to view the invoice details. nvoice rill own Window 3 lick the ccept button to save the changes. ivision illing Rate Maintenance Use the ivision illing Rate Maintenance window to define billing rate by division. his option is only available if the llow illing Rate nquiry field is selected in the imekeeper ptions window. nter illing Rates for ifferent ivisions ivision illing Rate Maintenance Window 1 elect a division from the ivision o. field. lick the button to enable a division from a list of all M 90/M 200 divisions available. lick the button to search for a division that is already enabled in imekeeper, so you can change the settings. hapter 5: Using the etup Menu imekeeper Manual

68 68 2 nter the desired billing rate amount for the selected division in the illing Rate field. 3 lick ccept to save the changes. ustomer Maintenance he ustomer Maintenance window contains information about customers. You can import customer data into imekeeper from other systems including ccounts Receivable, ime and illing, and ime and illing Professional. he availability of certain fields on the ustomer Maintenance window depends upon the integrated module selected in the ntegrated pplication field on the imekeeper ptions window. he ustomer Maintenance window consists of three tabs for entering customer information. reate a imekeeper ustomer in the Main ab he Main tab of the ustomer Maintenance window enables you to specify information about a customer. You can also match imekeeper customer information with customer information in other systems. ustomer Maintenance Window - Main ab hapter 5: Using the etup Menu imekeeper Manual

69 69 1 nter the customer code in the ustomer field. he picture of the ustomer Maintenance window - Main tab uses the same code that was already created for the customer in the ccounts Receivable module. 2 nter the full name of the customer in the text field. 3 nter the billing rate for the customer in the illing Rate field. his rate is used if ustomer is selected in the illing Rate ource field in the imekeeper ptions window. his field is only available if ccounts Receivable, ccounts Receivable with Job ost, ales rder, ime and illing, or ime and illing Professional is selected in the ntegrated pplication field on the Main tab of the imekeeper ptions window. 4 nter the pay rate for the customer in the Pay Rate field. his field is only available if Payroll is selected in the ntegrated pplication field on the Main tab of the imekeeper ptions window. 5 nter the cost for the customer in the Unit ost field. his field is only available if Job ost is selected in the ntegrated pplication field on the Main tab of the imekeeper ptions window. 6 heck the o ot harge field if the customer is not charged for hours. his field is only available if ccounts Receivable, ccounts Receivable with Job ost, or ales rder is selected in the ntegrated pplication field on the Main tab of the imekeeper ptions window. 7 ssign a memo to a customer, click the button and select the memo from the Memo Maintenance. his field is only available if ccounts Receivable, ccounts Receivable with Job ost, ales rder, ime and illing, or ime and illing Professional is selected in the ntegrated pplication field on the Main tab of the imekeeper ptions window. 8 elect the ccounts Receivable customer to match this customer s data with from the /R ustomer field. his field is only available if ccounts Receivable, ccounts Receivable with Job ost, or ales rder is selected in the ntegrated pplication field on the Main tab of the imekeeper ptions window. hapter 5: Using the etup Menu imekeeper Manual

70 70 9 elect the customer s shipping address from the / hip o field. his field is only available if ales rder is selected in the ntegrated pplication field on the Main tab of the imekeeper ptions window. 10 f the customer s transactions involve payroll, select the Payroll module s department affected from the P/R epartment field. his field is only available if Payroll is selected in the ntegrated pplication field on the Main tab of the imekeeper ptions window. 11 elect the ime and illing client to match this customer s data with from the / ustomer field. his field is only available if ime and illing is selected in the ntegrated pplication field on the Main tab of the imekeeper ptions window. 12 elect the ime and illing Professional client to match this customer s data with from the /2 ustomer field. his field is only available if ime and illing Professional is selected in the ntegrated pplication field on the Main tab of the imekeeper ptions window. View or dit the ustomer s Historical ime on the History ab Use the History tab to view/edit historical information concerning this customer. he History tab contains a list of time data for the customer based on the fiscal year specified in the Year field. hapter 5: Using the etup Menu imekeeper Manual

71 71 1 lick on the History tab from the ustomer Maintenance window to access a customer s historical hours. ustomer Maintenance Window - History ab 2 elect the year to view from the Year field. he History tab displays the customer s billable, no charge, non-billable, and total hours and the total amount billed for each month and the whole year. 3 elect the type of data to edit. he History tab defaults to ime nly. elect xpense nly to display expense data or ime & xpense to list data for both time and expenses. ime nly allows you to change any of the information on this tab, except the otal Hours field. xpense nly does not allow you to change any of the information. ime & xpense allows you to change the illable Hours, o hange Hours, and o ot ill Hours fields. 4 hange the number of illable Hours posted to the customer in the Month fields. 5 hange the number of o harge Hours posted to the customer in the Month fields. 6 hange the number of o ot ill Hours posted to the customer in the Month fields. hapter 5: Using the etup Menu imekeeper Manual

72 72 7 hange the otal illed mount posted to the customer in the Month fields. Review a ustomer s ransactions Use the ustomer Maintenance ransactions tab to display a list of billing transactions for the customer. 1 lick on the ransactions tab from the ustomer Maintenance window to access a customer s transactions. ustomer Maintenance Window - ransactions ab 2 Use the button fields to view further details about the invoices. lick to search for a particular invoice. he ransaction Filter window appears. ransaction Filter Window hapter 5: Using the etup Menu imekeeper Manual

73 73 elect the ate, mployee, Project, and ctivity criteria for the search by checking ll for each, or entering a range of data in the tarting and nding fields. When you click, the ransactions tab displays data matching the selection criteria you specified. lick on an invoice and click the button to view the time/expense details. imekeeper History Window hapter 5: Using the etup Menu imekeeper Manual

74 74 lick on an invoice and click the button to view the invoice details. nvoice rill own Window Project Maintenance 3 lick the ccept button to save the changes. he Project Maintenance window contains information about customer projects. You can link project data into imekeeper from other systems including Job ost, ime and illing, and ime and illing Professional. o link imekeeper project data with information from other modules, you must specify the job number or engagement code to link with the project. he fields available on the Project Maintenance window depend upon the integrated module selected in the ntegrated pplication field on the imekeeper ptions window. hapter 5: Using the etup Menu imekeeper Manual

75 75 reate the Project in the Main ab he Main tab of the Project Maintenance window enables you to specify information about a project. You can also match imekeeper project information with project information in other modules. 2H: lick the ummary button to display a recap of the detailed budget amounts and hours. he Project History ummary window appears displaying the budget (hours and amount), WP (hours and amount), billed (hours and amount), and available (hours and amount). Project Maintenance Window - Main ab 1 elect the customer the project is for from the ustomer field. 2 nter the new project code in the Project field, or click the button to change an existing project. 3 nter the full description of the project in the text field. 4 nter the billing rate for the project in the illing Rate field. his rate is used if Project is selected in the illing Rate ource field in the imekeeper ptions window. his field is only available if ccounts Receivable, ccounts Receivable with Job ost, ales rder, ime and illing, or ime and illing Professional is selected in the ntegrated pplication field on the Main tab of the imekeeper ptions window. hapter 5: Using the etup Menu imekeeper Manual

76 76 5 nter the pay rate for projects in the Pay Rate field. his field is only available if Payroll is selected in the ntegrated pplication field on the Main tab of the imekeeper ptions window. 6 nter the cost for projects in the Unit ost field. his field is only available if Job ost is selected in the ntegrated pplication field on the Main tab of the imekeeper ptions window. 7 elect the status of the project from the tatus field. ptions include pen, omplete, and losed. 8 heck the Hold ill While pen field to not send customer bills for open projects. 9 nter the expected number of hours for the project in the udgeted Hours field. his field is only available if the llow illing Rate nquiry field is selected in the imekeeper ptions window. 10 nter the expected code of the project in the udgeted ollars field. his field is only available if the llow illing Rate nquiry field is selected in the imekeeper ptions window. 11 elect the ime and illing engagement code from the / ngagement field. his field is only available if ime and illing is selected in the ntegrated pplication field on the Main tab of the imekeeper ptions window. 12 elect the ime and illing Professional engagement code from the /2 ngagement field. his field is only available if ime and illing Professional is selected in the ntegrated pplication field on the Main tab of the imekeeper ptions window. 13 elect the Job ost module s job number from the J/ Job umber field. his field is only available if Job ost is selected in the ntegrated pplication field on the Main tab of the imekeeper ptions window. View or dit the Project s Historical ime on the History ab Use the History tab to view/edit historical information concerning this project. he History tab contains a list of time data for the project based on the fiscal year specified in the Year field. hapter 5: Using the etup Menu imekeeper Manual

77 77 1 lick on the History tab from the Project Maintenance window to access a project s historical hours. Project Maintenance Window - History ab 2 elect the year to view from the Year field. he History tab displays the project s billable, no charge, non-billable, and total hours and the total amount billed for each month and the whole year. 3 elect the type of data to edit. he History tab defaults to ime nly. elect xpense nly to display expense data or ime & xpense to list data for both time and expenses. ime nly allows you to change any of the information on this tab, except the otal Hours field. xpense nly does not allow you to change any of the information. ime & xpense allows you to change the illable Hours, o hange Hours, and o ot ill Hours fields. 4 hange the number of illable Hours posted to the project in the Month fields. 5 hange the number of o harge Hours posted to the project in the Month fields. 6 hange the number of o ot ill Hours posted to the project in the Month fields. hapter 5: Using the etup Menu imekeeper Manual

78 78 7 hange the otal illed mount posted to the project in the Month fields. Review a Project s ransactions Use the Project Maintenance ransactions tab to display a list of billing transactions for the project. 1 lick on the ransactions tab from the Project Maintenance window to access a project s transactions. Project Maintenance Window - ransactions ab 2 Use the button fields to view further details about the invoices. lick to search for a particular invoice. he ransaction Filter window appears. ransaction Filter Window hapter 5: Using the etup Menu imekeeper Manual

79 79 elect the ate, mployee, and ctivity criteria for the search by checking ll for each, or entering a range of data in the tarting and nding fields. When you click, the ransactions tab displays data matching the selection criteria you specified. lick on an invoice and click the button to view the invoice details. imekeeper History Window hapter 5: Using the etup Menu imekeeper Manual

80 80 lick on an invoice and click the button to view the invoice details. nvoice rill own Window ctivity Maintenance 3 lick the ccept button to save the changes. he ctivity Maintenance window contains information about activities. epending on your integration settings, you can link activity data into imekeeper from other systems including ccounts Receivable, ales rder, ime and illing, ime and illing Professional, Payroll, and Job ost. he fields available on the ctivity Maintenance window depend upon the integrated module selected in the ntegrated pplication field on the imekeeper ptions window. hapter 5: Using the etup Menu imekeeper Manual

81 81 reate the ctivity in the Main ab he Main tab of the ctivity Maintenance window enables you to specify information about an activity. ctivity Maintenance Window - Main ab 1 nter the new activity code in the ctivity field, or click the button to change an existing activity. 2 nter the full description of the activity in the text field. 3 nter the billing rate for the activity in the illing Rate field. his rate is used if ctivity is selected in the illing Rate ource field in the imekeeper ptions window. his field is only available if ccounts Receivable, ccounts Receivable with Job ost, ales rder, ime and illing, or ime and illing Professional is selected in the ntegrated pplication field on the Main tab of the imekeeper ptions window. 4 elect the default status for the activity from the efault illing tatus field. ptions include illable, o harge, and o ot ill. 5 heck xpense to include expense costs for the activity. he Unit Rate and Markup % fields become available. hapter 5: Using the etup Menu imekeeper Manual

82 82 6 heck o ot harge to not charge for a particular activity. his field is only available if llow illing Rate nquiry is selected on the Main tab of the imekeeper ptions window. 7 nter the rate for the expense in the Unit Rate field. his field is only available if xpense is selected. 8 nter the percentage markup for the expense in the Markup % field. his field is only available if xpense is selected. 9 elect the ime and illing work code from the / Work ode field. his field is only available if ime and illing is selected in the ntegrated pplication field on the Main tab of the imekeeper ptions window. 10 elect the ime and illing Professional work code from the /2 Work ode field. his field is only available if ime and illing Professional is selected in the ntegrated pplication field on the Main tab of the imekeeper ptions window. 11 elect the Job ost module s job number from the J/ Job umber field. his field is only available if Job ost is selected in the ntegrated pplication field on the Main tab of the imekeeper ptions window. View or dit the ctivity s Historical ime on the History ab Use the History tab to view/edit historical information concerning this activity. he History tab contains a list of time data for the activity based on the fiscal year specified in the Year field. hapter 5: Using the etup Menu imekeeper Manual

83 83 1 lick on the History tab from the ctivity Maintenance window to access an activity s historical hours. ctivity Maintenance Window - History ab 2 elect the year to view from the Year field. he History tab displays the activity s billable, no charge, non-billable, and total hours and the total amount billed for each month and the whole year. 3 elect the type of data to edit. he History tab defaults to ime nly. elect xpense nly to display expense data or ime & xpense to list data for both time and expenses. ime nly allows you to change any of the information on this tab, except the otal Hours field. xpense nly does not allow you to change any of the information. ime & xpense allows you to change the illable Hours, o hange Hours, and o ot ill Hours fields. 4 hange the number of illable Hours posted to the activity in the Month fields. 5 hange the number of o harge Hours posted to the activity in the Month fields. 6 hange the number of o ot ill Hours posted to the activity in the Month fields. hapter 5: Using the etup Menu imekeeper Manual

84 84 7 hange the otal illed mount posted to the activity in the Month fields. Review an ctivity s ransactions Use the ctivity Maintenance ransactions tab to display a list of billing transactions for the activity. 1 lick on the ransactions tab from the ctivity Maintenance window to access an activity s transactions. ctivity Maintenance Window - ransactions ab 2 Use the button fields to view further details about the invoices. lick to search for a particular invoice. he ransaction Filter window appears. ransaction Filter Window hapter 5: Using the etup Menu imekeeper Manual

85 85 elect the ate, mployee, ustomer, and Project criteria for the search by checking ll for each, or entering a range of data in the tarting and nding fields. When you click, the ransactions tab displays data matching the selection criteria you specified. lick on an invoice and click the button to view the invoice details. imekeeper History Window hapter 5: Using the etup Menu imekeeper Manual

86 86 lick on an invoice and click the button to view the invoice details. nvoice rill own Window 3 lick the ccept button to save the changes. illing Rate Multiplier Maintenance Use the illing Rate Multiplier Maintenance window to setup custom billing rate calculation methods, using multiplier factors. Multipliers are only available for non-expense activities. his option is only available if the llow illing Rate nquiry field is selected in the imekeeper ptions window. hapter 5: Using the etup Menu imekeeper Manual

87 87 nter Multipliers for illing Rates illing Rate Multiplier Maintenance Window 1 nter a two-character, alphanumeric (0-1 or -Z) code to identify the multiplier rate in the Multiplier ode field. lick the button to search for a code that is already available in imekeeper, so you can change the settings. 2 nter the description for the code in the escription field. 3 nter the desired multiplier factor in the Multiplier field. 4 lick ccept to save the changes. Word ubstitution Maintenance You can use the Word ubstitution Maintenance window to specify unique capitalization rules for specific words. he capitalization rules are applied to the descriptions of the time entries during the work in process (WP) selection process automatically using the uto ext feature. For example, if Proper ase is selected in the apitalization field in imekeeper ptions, the word Highower would appear as Hightower. Use Word ubstitution Maintenance to correct the capitalization to Highower. Word ubstitution Maintenance can also be used to replace a word. For example, if the Highower abbreviation H is entered, Word ubstitution Maintenance will change it to Highower. When entries made in Word ubstitution Maintenance conflict with the capitalization rules you defined in imekeeper ptions, the Word ubstitution entry will take precedence. hapter 5: Using the etup Menu imekeeper Manual

88 88 reate a Word ubstitution Word ubstitution Maintenance Window 1 nter a word that is commonly not capitalized correctly or an abbreviation to replace in the Word ntered field. lick the button to search for word already available in imekeeper, so you can change the settings. 2 nter the word to use as the replacement in the Replace with field. 3 lick ccept to save the changes. xception Maintenance Use the xception Maintenance window to prevent specified imekeeper entries from posting to your system. For example, employees enter o ot ill time against the company regularly, for lunch or administrative work. n exception occurs when an employee mistakenly bills that time. xceptions cause import and posting functions to fail and print an rror Log. With the xception Maintenance, you can create a Lunch or dministrative Work exception to prevent imekeeper form posting the activity. hapter 5: Using the etup Menu imekeeper Manual

89 89 reate a illing xception xception Maintenance Window 1 nter the exception in the xception field. lick the button to search for an exception already available in imekeeper, so you can change the settings. 2 elect the employee that can use the excepted circumstance from the mployee field. Leave this field blank for all employees. 3 elect the customer for the excepted circumstance from the ustomer field. Leave this field blank for all customers. 4 elect the project for the excepted circumstance from the Project field. Leave this field blank for all projects. 5 elect the activity that can use the excepted circumstance from the ctivity field. 6 nter the billing status for the exception in the illing tatus field. ptions include illable, o harge, and o ot ill. imekeeper mport 7 lick ccept to save the changes. he imekeeper mport window allows you to specify which data you want to import into imekeeper from other M 90/M 200 modules. his feature allows you to import information such as customers and activities from other modules. hapter 5: Using the etup Menu imekeeper Manual

90 90 elect ata to mport imekeeper mport Window 1 elect the type of data to import from the mport field. he options available depend upon the module integrated with imekeeper. 2 lick the Proceed button to view the list of possible data to import. imekeeper mport Window hapter 5: Using the etup Menu imekeeper Manual

91 91 3 f there is any data you want to change or delete, click on the row of information. nter any changes in the imekeeper field, or click the button to delete the data from the import. 4 lick the Proceed button to create the data import. nstall Help on / lient elect this option to install help on a client machine. Help will not work on the client machine unless you perform this function. his concludes hapter 5: Using the etup Menu of the imekeeper manual. hapter 5: Using the etup Menu imekeeper Manual

92 hapter 6 Using the Main Menu hapter 6 hapter 6: Using the Main Menu teaches you how to access imekeeper s data-entry, approval, and history functions. mployees that have M 90/M 200 on their workstations can record their time through the Main menu, and managers that approve employee times and expenses can review those records in the Main menu. How to Use the Main Menu 92 he Main menu contains the options used to enter and approve time and expense records. his chapter does not describe every procedure that can be completed on a Main window. For example, this chapter does not include detailed instructions on how to print or change information from certain windows available in the Main menu. etailed instructions about changing, deleting, and printing information from the Main windows are available in the online help. he following instructions provide a quick overview of how to complete these procedures. pen a Window from the Main Menu 1 ouble-click on the imekeeper module from the Modules tab. he module expands to display all the menu options available in the imekeeper module. 2 lick on the Main menu. he names of the windows available in the menu appear on the right side of the M 90/M 200 window. Windows vailable in the Main Menu 3 ouble-click on the name of the window to open. he system displays the selected window. hapter 6: Using the Main Menu imekeeper Manual

93 93 elect tems from a Lookup List Many fields in the Main menu feature a Lookup list. hese lists allow you to select data for the field. lick the button in the first field to select an item from the Lookup window. he system displays the information in the field. elete a Record 1 lick the button in the first field to select a record account from the Lookup window. he system displays the record s information in the window. 2 lick the elete button. he system displays a warning dialog box similar to the following. Warning ialog 3 lick the Yes button. he record is deleted. 4 lick the ccept button to save the changes. Print from a Window You can print information from many of the windows available in the Main menu. hese windows provide a listing of the options set or the records available. For many of the windows you can select the type of information to include in the listing. For detailed information about each type of listing, see the online help. hapter 6: Using the Main Menu imekeeper Manual

94 94 1 lick the button on the window. Listing window similar to the following appears. History Report Window 2 elect how to sort the list from the ort ptions field. 3 elect the type of information to include in the report from the remaining fields on the Listing window. For many fields you can select all records or a range of information. For example, in the previous picture you can check ll to print all employees, or you can use the Lookup windows in the tarting and nding fields and select specific employees. f there is a date field available in a Listing window and you want to print information for a particular date, enter the same date in the tarting and nding fields. 4 lick the Print button to print the list or the Preview button to print preview the list. imekeeper ntry imekeeper ntry enables you to enter and maintain employee time data. f llow ntry of xpenses is checked in imekeeper ptions, you can also enter expense data. he imekeeper ntry window contains two tabs for different information. hapter 6: Using the Main Menu imekeeper Manual

95 95 ime ntries nter a ime Record 2H: lick the Memo button in the ustomer field to access the ustomer Memo nquiry window and view the memos for a customer. imekeeper Window - ime ab 1 elect the employee to enter the time for from the mployee field. his field will default to your employee name. 2 lick the button to select the calendar week to enter the time for. he imekeeper ntry window defaults to the current week. 3 elect the customer for the time entry from the ustomer field. 4 elect the project, if necessary, for the time entry from the Project field. 5 elect the activity for the time entry from the ctivity field. 6 nter the hours worked in the ay field. he fields in the bottom section of the window become available. 7 nter a description for the time entry in the escription field. hapter 6: Using the Main Menu imekeeper Manual

96 96 8 elect the billing status for the time entry from the illing tatus field. ptions include illable, o harge, and o ot ill. 9 elect the billing option for the time entry from the illing ption field. his field is displayed if View, Modify, or verride is selected in the illing Rate ccess field on the mployee Maintenance window. he following table describes each option. ption pplication mployee ivision ustomer Project ctivity escription imekeeper uses the billing rate configured in the integrated module selected in the ntegrated pplication field. imekeeper uses the billing rate configured for an employee in the mployee Maintenance window. imekeeper uses the division billing rate configured for a customer in the ivision illing Rate Maintenance window. imekeeper uses the billing rate configured for a customer in the ustomer Maintenance window. imekeeper uses the billing rate configured for a project in the Project Maintenance window. imekeeper uses the billing rate configured for an activity in the ctivity Maintenance window. 10 elect the multiplying factor, if necessary, to apply to the time entry from the Multiplier ode field. his field is displayed if View, Modify, or verride is selected in the illing Rate ccess field on the mployee Maintenance window. multiplier code can be entered only if the access is set to Modify or verride. he factor appears in the Multiplier Factor field. 11 nter the billing rate for the time entry in the Rate field. his field is displayed if View, Modify, or verride is selected in the illing Rate ccess field on the mployee Maintenance window. he rate can be changed only if access is set to verride. he billable amount appears in the mount field. hapter 6: Using the Main Menu imekeeper Manual

97 97 12 heck pproved to approve the time entry. his field is only available if Require Management pproval is checked in imekeeper ptions, and the user is a department manager or corporate administrator. You cannot approve time entries that have been placed on hold unless verride n Hold WP is checked in mployee Maintenance. 13 lick ccept to save all changes. earch for a pecific ime ntry You can use the earch function available on the imekeeper ntry window to view a specific list of time entries. 1 lick the button on the imekeeper ntry window. he ransaction Filter window. ransaction Filter Window 2 elect the customer criteria from the ustomer field. 3 elect the project criteria from the Project field. 4 elect the activity criteria from the ctivity field. 5 lick the button. he imekeeper ntry window displays only the time entries that meet the search criteria. Place a ime ntry on Hold You can place a time entry on hold through the imekeeper ntry window. his feature is only available if llow n Hold WP is checked in imekeeper ptions. You cannot place a time entry on hold if the entry has been approved. 1 lick on the ay field of the entry you want to place on hold, and click the dit button. he etail window appears. hapter 6: Using the Main Menu imekeeper Manual

98 98 2H: You can also use the etail window to change any information about the time entry, including the customer, billing rates, and status level. etail Window 2 heck n Hold and click ccept. he etail window closes and the imekeeper ntry window displays the hours on hold. Hours n Hold 3 lick ccept to save all changes. View the ummary of an mployee s Hours You can view an employee s hours and billable amounts. hapter 6: Using the Main Menu imekeeper Manual

99 99 1 lick the button from the ime tab. he Hours ummary window appears. Hours ummary Window 2 lick the button when finished. xpense ntries n the xpense tab of the imekeeper ntry window, you can enter any expenses that the employee had that are billable, of no charge, or not billable to a customer. nter an xpense Record 1 lick on the xpense tab to enter expenses. hapter 6: Using the Main Menu imekeeper Manual

100 100 imekeeper Window - xpense ab 2 elect the customer for the expense entry from the ustomer field. 3 elect the project, if necessary, for the expense entry from the Project field. 4 elect the activity for the expense entry from the ctivity field. 5 nter a description for the activity in the escription field. 6 elect the billing status for the expense entry from the illing tatus field. ptions include illable, o harge, and o ot ill. 7 nter the percentage of the markup for the expense entry in the Markup % field. his field is displayed if View, Modify, or verride is selected in the illing Rate ccess field on the mployee Maintenance window. he markup percent can be entered only if the access is set to Modify or verride. 8 nter the quantity of the expense item in the Units field. hapter 6: Using the Main Menu imekeeper Manual

101 101 9 nter the billing rate of the expense item in the Rate field. he standard amount without the markup percent appears in the mount field. he billable amount with the markup percent appears in the ill mount field. 10 Make any changes to the billable amount in the ill mount field. his field is displayed if View, Modify, or verride is selected in the illing Rate ccess field on the mployee Maintenance window. he bill amount can be changed only if access is set to verride. 11 heck pproved to approve the expense entry. his field is only available if Require Management pproval is checked in imekeeper ptions, and the user is a department manager or corporate administrator. You cannot approve expense entries that have been placed on hold unless verride n Hold WP is checked in mployee Maintenance. 12 lick to add the expense entry. 13 lick ccept to save the changes. Place an xpense ntry on Hold You can place an expense entry on hold through the imekeeper ntry window. his feature is only available if llow n Hold WP is checked in imekeeper ptions. You cannot place an expense entry on hold if the entry has been approved. 1 From the xpense tab, check n Hold. 2 lick ccept to save all changes. Management pproval he Management pproval window enables department managers or corporate administrators to approve employee time and expense entries. separate row appears in the list for each entry of the selected employee. ach entry row includes a check box to indicate whether the entry has been approved or not. hapter 6: Using the Main Menu imekeeper Manual

102 102 pprove an mployee s ime and xpense ntries Management pproval Window 1 elect the employee from the mployee field. he employee s time and expense entries appear in the Management pproval window. 2 heck each entry to approve, or click the pprove ll to approval all the entries. f an entry is on hold, only a department manager or corporate administrator with verride privileges set in the mployee Maintenance window can approve the entry. 3 lick ccept to save all changes. earch for a pecific ime/xpense ntry You can use the earch function available on the Management pproval window to view a specific list of time or expense entries. hapter 6: Using the Main Menu imekeeper Manual

103 103 1 lick the button on the Management pproval window. he ransaction Filter window. ransaction Filter Window 2 elect the customer criteria from the ustomer field. 3 elect the project criteria from the Project field. 4 elect the activity criteria from the ctivity field. 5 elect the date criteria from the ate field. 6 lick the button. he Management pproval window displays only the time and expense entries that meet the search criteria. hange an mployee s ntry You can change the details of an employee s time or expense entry. 1 lick on the row of the time or expense entry you want to change. 2 lick the dit button. he etail window appears. his window will have different fields depending on the type of entry selected. he etail window for a time entry is available in the Place a ime ntry on Hold section. he following is the window for an expense entry. hapter 6: Using the Main Menu imekeeper Manual

104 104 etail Window 3 hange the date of the entry in the ate field. 4 hange the customer for the entry from the ustomer field. 5 hange the project for the entry from the Project field. 6 hange the activity for the entry from the ctivity field. 7 hange the billing status for the entry from the illing tatus field. ptions include illable, o harge, and o ot ill. 8 For an expense entry, change the percentage of the markup for the expense entry in the Markup % field. his field is displayed if View, Modify, or verride is selected in the illing Rate ccess field on the mployee Maintenance window. he markup percent can be entered only if the access is set to Modify or verride. hapter 6: Using the Main Menu imekeeper Manual

105 105 9 For a time entry, change the billing option from the illing ption field. his field is displayed if View, Modify, or verride is selected in the illing Rate ccess field on the mployee Maintenance window. he following table describes each option. ption pplication mployee escription imekeeper uses the billing rate configured in the integrated module selected in the ntegrated pplication field. imekeeper uses the billing rate configured for an employee in the mployee Maintenance window. ivision ustomer Project ctivity imekeeper uses the division billing rate configured for a customer in the ivision illing Rate Maintenance window. imekeeper uses the billing rate configured for a customer in the ustomer Maintenance window. imekeeper uses the billing rate configured for a project in the Project Maintenance window. imekeeper uses the billing rate configured for an activity in the ctivity Maintenance window. 10 For a time entry, change the multiplying factor to apply to the time entry from the Multiplier ode field. his field is displayed if View, Modify, or verride is selected in the illing Rate ccess field on the mployee Maintenance window. multiplier code can be entered only if the access is set to Modify or verride. he factor appears in the Multiplier Factor field. 11 For an expense entry, change the quantity of the expense item in the Units field. 12 For a time entry, change the number of hours in the Hours field. 13 nter the billing rate for the time or expense item in the Rate field. For a time entry, this field is displayed if View, Modify, or verride is selected in the illing Rate ccess field on the mployee Maintenance window. he rate can be changed only if the access is set to verride. hapter 6: Using the Main Menu imekeeper Manual

106 hange the billable amount in the ill mount field. For an expense entry, this field is displayed if View, Modify, or verride is selected in the illing Rate ccess field on the mployee Maintenance window. You can change the billable amount only if the access is set to verride. 15 heck pproved to approve the entry. 16 heck n Hold to place an entry on hold. 17 hange the description for the entry in the escription field. 18 lick ccept to save all changes. View the ummary of an mployee s Hours You can view an employee s hours and billable amounts. 1 lick the button from the Management pproval window. he Hours ummary window appears. Hours ummary Window 2 lick the button when finished. hapter 6: Using the Main Menu imekeeper Manual

107 107 econdary pproval he econdary pproval window enables the secondary approver (customer or salesperson) to approve employee time and expense entries. he title of this window varies depending on the selection made in the econdary field of the imekeeper ptions window. f ustomer is selected, this window is named ustomer pproval. f alesperson is selected, this window is named alesperson pproval. omplete a econdary pproval for an mployee s ime and xpense ntries alesperson Window 5: customer will have to enter a login name and password before accessing the econdary pproval feature. hapter 6: Using the Main Menu imekeeper Manual

108 108 1 elect the customer from the ustomer field. he time and expense entries for the customer appear in the econdary pproval window. 2 heck each entry to approve, or click the pprove ll to approval all the entries. ntries that have been approved by a department manager or corporate administrator in the Management pproval window contain a green check mark. f an entry is on hold, only a department manager or corporate administrator with verride privileges set in the mployee Maintenance window can approve the entry. 3 lick ccept to save all changes. earch for a pecific ime/xpense ntry You can use the earch function available on the econdary pproval window to view a specific list of time or expense entries. 1 lick the button on the econdary pproval window. he ransaction Filter window appears. ransaction Filter Window 2 elect the employee criteria from the mployee field. 3 elect the project criteria from the Project field. 4 elect the activity criteria from the ctivity field. 5 elect the date criteria from the ate field. 6 lick the button. he econdary pproval window displays only the time and expense entries that meet the search criteria. hapter 6: Using the Main Menu imekeeper Manual

109 109 imekeeper History he imekeeper History window displays historical time entry data based on the selection criteria you specify. View an mployee s Historical ime imekeeper History Window 1 elect an employee from the mployee field. 2 elect the date of records from the ate field. 3 elect the sequence number from the equence field. he imekeeper History window displays the customer, project, activity, billing status, multiplier, invoice number, hours/units, rate, amount, and invoice number. 4 lick when finished. his concludes hapter 6: Using the Main Menu of the imekeeper manual. hapter 6: Using the Main Menu imekeeper Manual

110 hapter 7 Using the Posting Menu hapter 7 hapter 7: Using the Posting Menu teaches you how to post time and expense data from the Work in Process (WP) file to the integrated application. How to Use the Posting Menu 110 he Posting menu contains the options used to post time and expense records to the integrated M 90/M 200 modules. his chapter does not describe every procedure that can be completed on a Posting window. For example, this chapter does not include detailed instructions on how to print or change information from certain windows available in the Posting menu. etailed instructions about changing, deleting, and printing information from the Posting windows are available in the online help. he following instructions provide a quick overview of how to complete these procedures. pen a Window from the Posting Menu 1 ouble-click on the imekeeper module from the Modules tab. he module expands to display all the menu options available in the imekeeper module. 2 lick on the Posting menu. he names of the windows available in the menu appear on the right side of the M 90/M 200 window. Windows vailable in the Posting Menu 3 ouble-click on the name of the window to open. he system displays the selected window. hapter 7: Using the Posting Menu imekeeper Manual

111 111 elect tems from a Lookup List Many fields in the Posting menu feature a Lookup list. hese lists allow you to select data for the field. lick the button in the first field to select an item from the Lookup window. he system displays the information in the field. elete a Record 1 lick the button in the first field to select a record account from the Lookup window. he system displays the record s information in the window. 2 lick the elete button. he system displays a warning dialog box similar to the following. Warning ialog 3 lick the Yes button. he record is deleted. 4 lick the ccept button to save the changes. Print from a Window You can print information from many of the windows available in the Posting menu. hese windows provide a listing of the options set or the records available. For many of the windows you can select the type of information to include in the listing. For detailed information about each type of listing, see the online help. 1 lick the button on the window. Listing window similar to the following appears. imekeeper Register Window hapter 7: Using the Posting Menu imekeeper Manual

112 112 2 nter the date to include in the ransaction ate field. 3 lick the Print button to print the list or the Preview button to print preview the list. imekeeper WP election Use the imekeeper WP election window to enter selection criteria to specify which data to post from the WP file to the integrated module. elect the WP Files to Post imekeeper WP election Window 1 elect the dates of the WP files to include in the ate field. 2 elect the customers of the WP files to include in the ustomer field. 3 elect the projects of the WP files to include in the Project field. 4 elect the activities of the WP files to include in the ctivity field. 5 elect the employees of the WP files to include in the mployee field. 6 lick Proceed. dialog box displays containing the number of records selected. M 90 ialog he records selected will be available in the election Maintenance window. hapter 7: Using the Posting Menu imekeeper Manual

113 113 election Maintenance he election Maintenance window allows you to review and edit time/expense data before posting these records from the WP file to the integrated module. ntries that are "n Hold" are displayed but cannot be selected. Review/dit the ime/xpense ntries imekeeper WP election Maintenance Window 1 elect the employee from the mployee field. 2 elect the date of the time/expense entry from the ate field. 3 elect the time/expense entry from the equence field. he details of the entry appear in the imekeeper WP election Maintenance window. 4 hange the customer for the entry from the ustomer field. 5 hange the project for the entry from the Project field. 6 hange the activity for the entry from the ctivity field. 7 hange the billing status for the entry from the illing tatus field. ptions include illable, o harge, and o ot ill. hapter 7: Using the Posting Menu imekeeper Manual

114 114 8 For an expense entry, change the percentage of the markup in the Markup % field. his field is displayed if View, Modify, or verride is selected in the illing Rate ccess field on the mployee Maintenance window. he markup percent can be entered only if the access is set to Modify or verride. 9 For a time entry, change the billing option from the illing ption field. his field is displayed if View, Modify, or verride is selected in the illing Rate ccess field on the mployee Maintenance window. he following table describes each option. ption pplication mployee ivision ustomer Project escription imekeeper uses the billing rate configured in the integrated module selected in the ntegrated pplication field. imekeeper uses the billing rate configured for an employee in the mployee Maintenance window. imekeeper uses the division billing rate configured for a customer in the ivision illing Rate Maintenance window. imekeeper uses the billing rate configured for a customer in the ustomer Maintenance window. imekeeper uses the billing rate configured for a project in the Project Maintenance window. ctivity imekeeper uses the billing rate configured for an activity in the ctivity Maintenance window. 10 For a time entry, change the multiplying factor to apply to the time entry from the Multiplier ode field. his field is displayed if View, Modify, or verride is selected in the illing Rate ccess field on the mployee Maintenance window. multiplier code can be entered only if the access is set to Modify or verride. he factor appears in the Multiplier Factor field. 11 For an expense entry, change the quantity of the expense item in the Hrs/Units field. 12 For a time entry, change the number of hours in the Hrs/Units field. hapter 7: Using the Posting Menu imekeeper Manual

115 nter the billing rate for the time or expense entry in the Rate field. For a time entry, this field is displayed if View, Modify, or verride is selected in the illing Rate ccess field on the mployee Maintenance window. he rate can be changed only if the access is set to verride. 14 hange the billable amount in the ill mount field. For an expense entry, this field is displayed if View, Modify, or verride is selected in the illing Rate ccess field on the mployee Maintenance window. he billable amount can be changed only if the access is set to verride. 15 hange the description for the entry in the escription field. 16 lick ccept to save all changes. imekeeper Register he imekeeper Register window enables you post the time/expense data you have selected from the WP file to the integrated module. Update the ntegrated Module with the imekeeper ata imekeeper Register Window 1 nter the posting date for the transactions in the ransaction ate field. 2 lick the Print button to print the list or the Preview button to print preview the list. hapter 7: Using the Posting Menu imekeeper Manual

116 116 he imekeeper Register displays the files being posted including employee, date, entry, entry type, customer, project, activity, hours/units, rate, amount, and bill amount information. imekeeper Register fter the imekeeper Register, a dialog box appears to update the integrated module. M 90 ialog 3 fter ensuring the register is accurate, click the Yes button to update integrated module with the information. he time/expense data records you specified are posted from the WP file to the integrated module. his concludes hapter 7: Using the Posting Menu of the imekeeper manual. hapter 7: Using the Posting Menu imekeeper Manual

117 hapter 8 Using the Reports Menu hapter 8 hapter 8: Using the Reports Menu contains instructions on how to print reports based on the information available in the imekeeper module. his module provides a variety of timely, informative reports that help you analyze time and expense data. How to Use the Reports Menu he options available in the Reports menu allow your company to print or preview different reports. You can select the type of data to include in a report and determine how to sort the report. 117 pen a Window from the Reports Menu 1 ouble-click the imekeeper module from the Modules tab. he module expands to display all the menu options available in the imekeeper module. 2 lick on the Reports menu. he names of the windows available in the menu appear on the right side of the M 90/M 200 window. Windows vailable in the Reports Menu 3 ouble-click on the name of the window to open. he system displays the selected window. hapter 8: Using the Reports Menu imekeeper Manual

118 118 elect ata for a Report he sections in this manual detail the different types of information you can include in an individual report. he following steps teaches you how to select the information from the fields. When you open a Report window it contains fields similar to the following picture. / Work n Process Report Window 1 elect how to sort the report from the drop-down list in the ort ptions field. 2 elect the type of information to include in the report from the remaining fields on the Report window. For many fields you can select all records or a range of information. For example, in the previous picture you can check ll to print all employees, or you can use the Lookup windows in the tarting and nding fields and select specific employees. f there is a date field available in a Report window and you want to print information for a particular date, enter the same date in the tarting and nding fields. 3 lick the Print button to print the list or the Preview button to preview the report. Work in Process Report Use the Work in Process Report to view all the time entries listed as work in process. hapter 8: Using the Reports Menu imekeeper Manual

119 119 Print the Work in Process Report / Work n Process Report Window 1 elect how to sort the report from the ort ptions field. You can sort the report by mployee, ustomer, ctivity, or illing tatus. 2 heck nclude o not ill ntries to include work in process entries that are marked as do not bill. 3 nter the employees to include in the mployee field. 4 nter the departments to include in the epartment field. 5 nter the dates to include in the ate field. 6 nter customers to include in the ustomer field. 7 nter the projects to include in the Project field. 8 nter the activities to include in the ctivity field. 9 lick the Print button to print the report or the Preview button to preview the report. hapter 8: Using the Reports Menu imekeeper Manual

120 120 he / Work n Process Report includes the employee, customer, project, activity, bill status, entry type, description, date, hours, rate, multiplier, amount billed, and billable amount. / Work n Process Report mployee ummary Report he mployee ummary Report contains the details of the hours worked by a particular employee. hapter 8: Using the Reports Menu imekeeper Manual

121 121 Print the mployee ummary Report mployee ummary Report Window 1 elect how to sort the report from the ort ptions field. You can sort the report by mployee or epartment. 2 elect the year of data to include from the Year field. 3 heck Print illable Hours to include hours marked as billable in the report. 4 heck Print o harge Hours to include hours marked as no charge in the report. 5 heck Print o ot ill Hours to include hours marked as do not bill in the report. 6 heck Print illed Hours to include hours that have been billed in the report. 7 heck Print illed xpenses to include expenses that have been billed in the report. 8 nter the employees to include in the mployee field. 9 nter the departments to include in the epartment field. 10 lick the Print button to print the report or the Preview button to preview the report. hapter 8: Using the Reports Menu imekeeper Manual

122 122 he mployee ummary Report includes the employee and hours and expenses per month for the selected year. mployee ummary Report ustomer ummary Report he ustomer ummary Report contains the details of the hours and expenses for a particular customer. hapter 8: Using the Reports Menu imekeeper Manual

123 123 Print the ustomer ummary Report ustomer ummary Report Window 1 elect the year of data to include from the Year field. 2 heck Print illable Hours to include hours marked as billable in the report. 3 heck Print o harge Hours to include hours marked as no charge in the report. 4 heck Print o ot ill Hours to include hours marked as do not bill in the report. 5 heck Print illed Hours to include hours that have been billed in the report. 6 heck Print illed xpenses to include expenses that have been billed in the report. 7 nter the customers to include in the ustomer field. 8 lick the Print button to print the report or the Preview button to preview the report. hapter 8: Using the Reports Menu imekeeper Manual

124 124 he ustomer ummary Report includes the customer and hours and expenses per month for the selected year. ustomer ummary Report Project ummary Report he Project ummary Report contains the details of the hours and expenses for a particular project. hapter 8: Using the Reports Menu imekeeper Manual

125 125 Print the Project ummary Report Project ummary Report Window 1 elect the year of data to include from the Year field. 2 heck Print illable Hours to include hours marked as billable in the report. 3 heck Print o harge Hours to include hours marked as no charge in the report. 4 heck Print o ot ill Hours to include hours marked as do not bill in the report. 5 heck Print illed Hours to include hours that have been billed in the report. 6 heck Print illed xpenses to include expenses that have been billed in the report. 7 nter the customers to include in the ustomer field. 8 nter the projects to include in the Projects field. 9 lick the Print button to print the report or the Preview button to preview the report. hapter 8: Using the Reports Menu imekeeper Manual

126 126 he Project ummary Report includes the customer, project, hours and expenses per month for the selected year. Project ummary Report ctivity ummary Report he ctivity ummary Report contains the details of the hours and expenses for a particular activity. hapter 8: Using the Reports Menu imekeeper Manual

127 127 Print the ctivity ummary Report ctivity ummary Report Window 1 elect the year of data to include from the Year field. 2 heck Print illable Hours to include hours marked as billable in the report. 3 heck Print o harge Hours to include hours marked as no charge in the report. 4 heck Print o ot ill Hours to include hours marked as do not bill in the report. 5 heck Print illed Hours to include hours that have been billed in the report. 6 heck Print illed xpenses to include expenses that have been billed in the report. 7 nter the activities to include in the ctivity field. 8 lick the Print button to print the report or the Preview button to preview the report. hapter 8: Using the Reports Menu imekeeper Manual

128 128 he ctivity ummary Report includes the activity, hours and expenses per month for the selected year. History Report ctivity ummary Report he History Report contains the full time and expense history for each employee, including activities and customer projects. hapter 8: Using the Reports Menu imekeeper Manual

129 129 Print the History Report History Report Window 1 elect how to sort the report from the ort ptions field. You can sort the report by mployee, ustomer, ctivity, illing tatus, or Posting ate. 2 heck nclude o not ill ntries to include work in process entries that are marked as do not bill. 3 nter the employees to include in the mployee field. 4 nter the departments to include in the epartment field. 5 nter the dates to include in the ate field. 6 nter customers to include in the ustomer field. 7 nter the projects to include in the Project field. 8 nter the activities to include in the ctivity field. 9 nter the posting dates to include in the Posting ate field. 10 lick the Print button to print the report or the Preview button to preview the report. hapter 8: Using the Reports Menu imekeeper Manual

130 130 he History Report includes the employee, customer, project, activity, bill status, entry type, date, hours, rate, multiplier, amount billed, billable amount, and the posting date. History Report his concludes hapter 8: Using the Reports Menu of the imekeeper manual. hapter 8: Using the Reports Menu imekeeper Manual

131 hapter 9 Using the Period nd Menu hapter 9 hapter 9: Using the Period nd Menu explains how to purge imekeeper history fields. he activities in this chapter are usually performed by an accountant or financial administrator at the end of each accounting period. Purge imekeeper History Perform Purge imekeeper History at the end of each accounting period (usually the last business day of each month) to clear periodic files and prepare for the following period s business. 131 Purge the History nformation 1 From the imekeeper Period nd menu, select Purge imekeeper History. he Purge imekeeper History window appears. Purge imekeeper History Window 2 nter the last date to include in the purge process and click Proceed. he following dialog appears. M 90 ialog 3 lick Proceed to purge the information. his concludes hapter 9: Using the Period nd Menu of the imekeeper manual. hapter 9: Using the Period nd Menu imekeeper Manual

132 ur s Your olution imekeeper Remote nstructions

133 hapter 10 etting Up and Using imekeeper Remote hapter 10 hapter 10: etting Up and Using imekeeper Remote contains details on how to install and configure the imekeeper Remote application to run on a workstation or laptop without a M 90/M 200 installation. his chapter also includes how to enter time and expense records using imekeeper Remote. nstalling imekeeper Remote 133 he imekeeper Remote application is installed when the imekeeper module is installed on the M 90/M 200 system (see hapter 3: nstalling the imekeeper Module). fter installing the application, you must create a remote user, create a device, create a remote license, and activate the device in the imekeeper Remote application. nstall imekeeper Remote on a P or Laptop 1 ccess the location of the M 90/M 200 system from your network. he M 90/M directory will contain the UP directory UP irectory hapter 10: etting Up and Using imekeeper Remote imekeeper Manual

134 134 2 pen the etup.exe application from the UP directory within the M 90/M 200 directory. he installation wizard starts. Welcome Window 3 lick the ext button. he License greement appears. License greement Window hapter 10: etting Up and Using imekeeper Remote imekeeper Manual

135 135 4 lick the Yes button. he etup ype window appears. etup ype Window 5 elect either M 200 or M 90 and click ext. he M 90/M 200 Location window appears. M 90/M 200 Location Window hapter 10: etting Up and Using imekeeper Remote imekeeper Manual

136 136 6 nter the location of your company s M 90/M 200 system and click ext. he estination Location window appears. estination Location Window 7 nter the location for the imekeeper Remote application and click ext. he tart opying Files window appears. tart opying Files Window hapter 10: etting Up and Using imekeeper Remote imekeeper Manual

137 137 8 lick ext. he system installs the program. When finished the nstallhield Wizard omplete window appears. nstallhield Wizard omplete Window 9 lick Yes and click Finish. he system reboots the computer. onfiguring imekeeper Remote efore a user can access or synchronize data in imekeeper Remote, the remote device license must exist. First, the user must be created as a remote user. fter creating the remote user, the user must be assigned to an employee. ext, a device along with a remote license needs to be created. he following section contains the steps for creating a remote user, assigning the remote user to an employee, creating a device and device license. reate a Remote User he Remote User Maintenance window available in the Highower Library Master module allows you to create remote users. hapter 10: etting Up and Using imekeeper Remote imekeeper Manual

138 138 1 From the Highower Library Master Remote menu, select Remote User Maintenance to open the Highower Remote User window. Highower Remote User Window 2 nter the login name of the user in the Remote User field. 3 nter the full name of the user in the User ame field. 4 nter the user s password in the Password field. 5 lick ccept to save the changes. hapter 10: etting Up and Using imekeeper Remote imekeeper Manual

139 139 ssign a Remote User to an mployee he mployee Maintenance window from the imekeeper module must have an employee assigned to the remote user. For example, the following picture displays the John oe user in the Remote User field. mployee Maintenance Window ee the mployee Maintenance section for more information on configuring imekeeper employees. reate a evice he Remote evice Maintenance window available in the Highower Library Master module is used to create remote devices for M 90/M 200. hapter 10: etting Up and Using imekeeper Remote imekeeper Manual

140 140 1 From the Highower Library Master Remote menu, select Highower Remote evice to open the Highower Remote evice window. Highower Remote evice Window 2 nter the name of the device in the evice ame field. 3 elect omputer from the evice ype field. 4 lick the ccept button to save the changes. reate a Remote License he Remote License Maintenance window available in the Highower Library Master module is used to assign available licenses to particular applications. ach User/evice/pplication combination requires one license. hapter 10: etting Up and Using imekeeper Remote imekeeper Manual

141 141 1 From the Highower Library Master Remote menu, select Remote License Maintenance to open the Remote License Maintenance window. Remote License Maintenance Window 2 elect imekeeper from the Module field. 3 elect the name of the remote user created in the Remote User Maintenance window from the Remote User field. 4 elect the name of the device you created in the Remote evice Maintenance window from the Remote evice field. 5 lick the ccept button. his license is set to Pending until the user synchronizes the data. tarting the imekeeper Remote pplication for the First ime fter installing the application and creating the license, you can start the application. he first time you start the application, you must activate the remote device and synchronize the data. hapter 10: etting Up and Using imekeeper Remote imekeeper Manual

142 142 tart the evice From the Windows tart button, select Programs/Highower/imekeeper Remote. he imekeeper Remote window appears. imekeeper Remote Window hapter 10: etting Up and Using imekeeper Remote imekeeper Manual

143 143 ctivate the pplication 1 From the ptions menu, select ctivate. he Highower Remote evice window appears. Remote evice onfiguration Window 2 elect the device created in the reate a evice activity from the evice ame field. 3 lick the button to activate imekeeper Remote. he following dialog appears. M 90 ialog 4 lick the button to save the changes. hapter 10: etting Up and Using imekeeper Remote imekeeper Manual

144 144 ynchronize the ata 1 From the imekeeper Remote window, click the ync button. he imekeeper Logon window appears. imekeeper Logon Window 2 elect the company from the ompany field. he synchronization process will copy the M 90/M 200 data for the company selected. 3 elect the remote user from the Remote User field. 4 nter the user password in the Password field. 5 lick the button. he system synchronizes the data and activates the imekeeper Remote window. hapter 10: etting Up and Using imekeeper Remote imekeeper Manual

145 145 imekeeper Remote Window Using imekeeper Remote With imekeeper Remote, you can record time entries, expenses, search for an entry, and review the summary of hours, just like with the imekeeper ntry window available in the imekeeper module. imekeeper Remote Menu ar he imekeeper Remote application includes a menu bar that allows you to configure the location of the M 90/M 200 system, setup synchronization options, and delete databases. hapter 10: etting Up and Using imekeeper Remote imekeeper Manual

146 146 onfigure he onfigure feature from the ptions menu allows you to enter the location of the M 90/M 200 system. uring the imekeeper Remote installation, you enter the location of the M 90/M 200 system. You can change this information if needed. onfigure the Location of the M 90/M 200 ystem 1 From the imekeeper Remote ptions menu, select onfigure. he onfigure window appears. onfigure Window 2 nter the location of the M 90/M 200 system, or use the button to search for the location. 3 lick ccept to save the changes. ctivate he ctivate feature from the ptions menu allows you to activate the imekeeper Remote application. ee the ctivate the pplication section for details on how to use this feature. ync elect the ync feature to control the synchronization process between imekeeper Remote and the M 90/M 200 system. You can synchronize the data between both, send the updates from imekeeper Remote to M 90/M 200, do not synchronize the data at all, or update imekeeper Remote with the information available in M 90/M 200. hese synchronization options are also available on the evice xport onfiguration window in mployee Maintenance. hapter 10: etting Up and Using imekeeper Remote imekeeper Manual

147 147 etup the ynchronization Process 1 From the imekeeper Remote ptions menu, select ync. he ync window appears. ync Window 2 elect the synchronization process you need. he following table describes each process. ption Full ync omputer updates M 90 M 90 updates omputer escription his option sends the information available in imekeeper Remote to M 90/M 200, and sends the data available in M 90/M 200 to the imekeeper. he full sync process is automatically completed the first time you synchronize imekeeper Remote. his option sends the information available imekeeper Remote to M 90/M 200. his option sends the data available in M 90/M 200 to imekeeper Remote. o ync his option does not synchronize any data. 3 lick ccept to save the changes. ee the ynchronize the ata section to sync imekeeper Remote. elete atabases From the Utilities menu, you can access the elete atabases option. his feature removes all imekeeper databases along with the device activation information, and should only be used when recommended by a Highower Help esk representative. hapter 10: etting Up and Using imekeeper Remote imekeeper Manual

148 148 Use the elete atabases Feature 1 From the imekeeper Remote Utilities menu, select elete atabases. he following warning appears. imekeeper Remote Warning 2 lick the Yes button. ll imekeeper data is removed and the activation settings are invalidated. ime/xpense ntries in imekeeper Remote nter a ime Record imekeeper Remote Window 1 elect the date for the time entry from the ate field. hapter 10: etting Up and Using imekeeper Remote imekeeper Manual

149 149 2 elect the customer for the time entry from the ustomer field. 3 elect the project, if necessary, for the time entry from the Project field. 4 elect the activity for the time entry from the ctivity field. f the activity is a time related activity, the imekeeper Remote window will display the time related fields. 5 elect the billing status for the time entry from the illing tatus field. ptions include illable, o harge, and o ot ill. 6 elect the billing option for the time entry from the illing ption field. his field is displayed if View, Modify, or verride is selected in the illing Rate ccess field on the mployee Maintenance window. he following table describes each option. ption pplication mployee ivision ustomer Project escription imekeeper uses the billing rate configured in the integrated module selected in the ntegrated pplication field. imekeeper uses the billing rate configured for an employee in the mployee Maintenance window. imekeeper uses the division billing rate configured for a customer in the ivision illing Rate Maintenance window. imekeeper uses the billing rate configured for a customer in the ustomer Maintenance window. imekeeper uses the billing rate configured for a project in the Project Maintenance window. ctivity imekeeper uses the billing rate configured for an activity in the ctivity Maintenance window. 7 elect the multiplying factor, if necessary, to apply to the time entry from the Multiplier ode field. his field is displayed if View, Modify, or verride is selected in the illing Rate ccess field on the mployee Maintenance window. multiplier can be entered only if the access is set to Modify or verride. he factor appears in the Multiplier Factor field. hapter 10: etting Up and Using imekeeper Remote imekeeper Manual

150 150 8 nter the hours worked in the Hours field. 9 nter the billing rate for the time entry in the Rate field. his field is displayed if View, Modify, or verride is selected in the illing Rate ccess field on the mployee Maintenance window. he rate can be changed only if the access is set to verride. his field is not displayed if the illing ption field is set to pplication. 10 nter a description for the time entry in the escription field. 11 heck pproved to approve the time entry. his field is only available if Require Management pproval is checked in imekeeper ptions, and the user is a department manager or corporate administrator. You cannot approve time entries that have been placed on hold unless verride n Hold WP is checked in mployee Maintenance. 12 heck n Hold to place the time entry on hold. You cannot place an approved time entry on hold. 13 lick to save the changes. hapter 10: etting Up and Using imekeeper Remote imekeeper Manual

151 151 nter an xpense Record imekeeper Remote Window 1 elect the date for the expense entry from the ate field. 2 elect the customer for the expense entry from the ustomer field. 3 elect the project, if necessary, for the expense entry from the Project field. 4 elect the activity for the expense entry from the ctivity field. f the activity is an expense, the imekeeper Remote window will display the expense related fields. 5 elect the billing status for the expense entry from the illing tatus field. ptions include illable, o harge, and o ot ill. 6 nter the quantity of the expense item in the Units field. 7 nter the billing rate for the expense entry in the Rate field. he billable amount appears in the mount field. hapter 10: etting Up and Using imekeeper Remote imekeeper Manual

152 152 8 nter a description for the expense entry in the escription field. 9 heck pproved to approve the expense entry. his field is only available if Require Management pproval is checked in imekeeper ptions, and the user is a department manager or corporate administrator. You cannot approve time entries that have been placed on hold unless verride n Hold WP is checked in mployee Maintenance. 10 heck n Hold to place the expense entry on hold. You cannot place an approved expense entry on hold. 11 lick to save the changes. earch for a pecific ime/xpense ntry You can use the earch function available on the imekeeper Remote window to view a specific list of time or expense entries. 1 lick the button on the imekeeper Remote window. he ransaction Filter window appears. ransaction Filter Window 2 elect the customer criteria from the ustomer field. 3 elect the project criteria from the Project field. 4 elect the activity criteria from the ctivity field. 5 lick the button. he imekeeper Remote window displays only the entries that meet the search criteria. 5: o remove the search filter, open the ransaction Filter window and click the lear button. hapter 10: etting Up and Using imekeeper Remote imekeeper Manual

153 153 View the ummary of an mployee s Hours You can view an employee s hours and billable amounts. 1 lick the button from the imekeeper Remote window. he Hours ummary window appears. Hours ummary Window 2 lick the button when finished. ynchronizing M 90/M 200 with imekeeper Remote ata efore closing the imekeeper Remote application, you can synchronize the entries with M 90/M 200. uring the synchronization process, imekeeper Remote sends the new entries to M 90/M 200, and M 90/M 200 sends new customer, project, and activity lists to imekeeper Remote. hapter 10: etting Up and Using imekeeper Remote imekeeper Manual

154 154 ynchronize the ata 1 From the imekeeper Remote window, click the ync button. he imekeeper Logon window appears. imekeeper Logon Window 2 elect the company from the ompany field. he synchronization process will synchronize the data for the company selected. 3 elect the common user from the ommon User field. 4 nter the user password in the Password field. 5 lick the button. he system synchronizes the data. his concludes hapter 10: etting Up and Using imekeeper Remote of the imekeeper manual. hapter 10: etting Up and Using imekeeper Remote imekeeper Manual

155 ur s Your olution P nstructions

156 hapter 11 nstalling and onfiguring imekeeper P hapter 11 hapter 11: nstalling and onfiguring imekeeper P teaches you to install, configure, and synchronize your P for the imekeeper application. You can install imekeeper on a Palm or Pocket P (Windows ) device. Palm nstructions ystem Requirements 156 he imekeeper Palm application must be installed to a Palm device running Palm 4.0 or later. t is not possible for the install script to determine what Palm version your device runs. Please make sure you install only to devices running Palm 4.0 or later. f you install to a device running an earlier than Palm 4.0, the program will display an error message indicating incompatibility and immediately exit. onfiguring imekeeper on the Palm evice efore a user can access or synchronize data in imekeeper on a Palm device, the remote device license must exist in the M 90/M 200 system. First, the user must be created as a remote user. fter creating the remote user, the user must be assigned to an employee. ext, a device along with a remote license needs to be created. he following section contains the steps for creating a remote user, assigning the remote user to an employee, creating a device and device license. reate a Remote User he Remote User Maintenance window available in the Highower Library Master module allows you to create remote users. hapter 11: nstalling and onfiguring imekeeper P imekeeper Manual

157 157 1 From the Highower Library Master Remote menu, select Remote User Maintenance to open the Highower Remote User window. Highower Remote User Window 2 nter the login name of the user in the Remote User field. 3 nter the full name of the user in the User ame field. 4 nter the user s password in the Password field. 5 lick ccept to save the changes. hapter 11: nstalling and onfiguring imekeeper P imekeeper Manual

158 158 ssign a Remote User to an mployee he mployee Maintenance window from the imekeeper module must have an employee assigned to the remote user. For example, the following picture displays the John oe user in the Remote User field. mployee Maintenance Window ee the mployee Maintenance section for more information on configuring imekeeper employees. reate a evice he Remote evice Maintenance window available in the Highower Library Master module is used to create remote devices for M 90/M 200. hapter 11: nstalling and onfiguring imekeeper P imekeeper Manual

159 159 1 From the Highower Library Master Remote menu, select Remote evice Maintenance to open the Highower Remote evice window. Highower Remote evice Window 2 nter the name of the device in the evice ame field. 3 elect Palm from the evice ype field. 4 lick the ccept button to save the changes. reate a Remote License he Remote License Maintenance window available in the Highower Library Master module is used to assign available licenses to particular applications. ach User/evice/pplication combination requires one license. hapter 11: nstalling and onfiguring imekeeper P imekeeper Manual

160 160 1 From the Highower Library Master Remote menu, select Remote License Maintenance to open the Remote License Maintenance window. Remote License Maintenance Window 2 elect imekeeper module from the Module field. 3 elect the name of the remote user created in the Remote User Maintenance window from the Remote User field. 4 elect the name of the device you created in the Remote evice Maintenance window from the Remote evice field. 5 lick the ccept button. his license is set to Pending until the user synchronizes the data. nstalling imekeeper on a Palm evice he imekeeper module on the M 90/M 200 system features a Remote menu, which contains options for you to install imekeeper to the Palm device and register the conduit. hapter 11: nstalling and onfiguring imekeeper P imekeeper Manual

161 161 nstall the imekeeper Module on a Palm evice 1 From the imekeeper Remote menu, select nstall P pplication. he imekeeper P pplication nstallation wizard starts. imekeeper P pplication nstallation Wizard Window 2 lick ext to access the next window. imekeeper P pplication nstallation Wizard Window hapter 11: nstalling and onfiguring imekeeper P imekeeper Manual

162 162 3 he Workstation etup window only appears if the workstation is not setup to synchronize with M 90/M 200. f this window appears, click the Run Workstation etup button. he system installs the components and prompts you to reboot your system. fter rebooting the workstation, open M 90/M 200 and relaunch the imekeeper P pplication nstallation wizard, then continue with the next step. 4 lick ext to access the next window. imekeeper P pplication nstallation Wizard Window hapter 11: nstalling and onfiguring imekeeper P imekeeper Manual

163 163 5 elect the remote device you created and check your device for the minimum requirements (see the instructions under the How do check? section in the installation wizard). heck My device conforms and click the ext button to access the next window. imekeeper P pplication nstallation Wizard Window 6 heck the ooster version (see the instructions under the How do check ooster? section in the installation wizard) and select the installation option from this window. Perform a Hotync operation on the Palm device to finish installing the ooster application. lick the ext button to access the next window. imekeeper P pplication nstallation Wizard Window hapter 11: nstalling and onfiguring imekeeper P imekeeper Manual

164 164 7 lick the ext button to install the application. Perform a Hotync operation on the Palm device to finish the installation. ee the Use the Palm Hotync Feature section for more information. fter you perform a Hotync operation, the following window appears. imekeeper P pplication nstallation Wizard Window 8 lick Finish to close the installation wizard. hapter 11: nstalling and onfiguring imekeeper P imekeeper Manual

165 165 Use the Palm Hotync Feature Hotync tart the Hotync application on your Palm. he synchronization will include the imekeeper files. Hotync Progress hapter 11: nstalling and onfiguring imekeeper P imekeeper Manual

166 166 When the process is finished, the imekeeper icon appears on the Palm device. imekeeper con tart imekeeper on the Palm evice for the First ime he first time you start the imekeeper application, you must select the user and synchronize the Palm device. elect the User and ynchronize the imekeeper Files 1 ap the imekeeper icon. he following warning appears. Warning creen hapter 11: nstalling and onfiguring imekeeper P imekeeper Manual

167 167 2 ap. he ew User screen appears. ew User creen 3 nter the name in the ew User field. 4 nter the password in the ew Password field. 5 ap ccept. he following message appears. nformation creen 6 lick and start Hotync again. hapter 11: nstalling and onfiguring imekeeper P imekeeper Manual

168 168 7 tart imekeeper after the Hotync. he ntry List screen appears. ntry List creen he imekeeper application on the Palm device is now ready to be used. Pocket P (Windows ) nstructions ystem Requirements he imekeeper Pocket P application requires Microsoft s ctiveync application to run on the workstation and Pocket P (Windows ) device that will be used for the synchronization process. onfiguring imekeeper on the Pocket P (Windows ) evice efore a user can access or synchronize data in imekeeper on a Pocket P (Windows ) device, the remote device license must exist in the M 90/M 200 system. First, the user must be created as a remote user. fter creating the remote user, the user must be assigned to an employee. ext, a device along with a device license needs to be created. he following section contains the steps for creating a remote user, assigning the remote user to an employee, creating a device and device license. hapter 11: nstalling and onfiguring imekeeper P imekeeper Manual

169 169 reate a Remote User he Remote User Maintenance window available in the Highower Library Master module allows you to create remote users. 1 From the Highower Library Master Remote menu, select Remote User Maintenance to open the Highower Remote User window. Highower Remote User Window 2 nter the login name of the user in the Remote User field. 3 nter the full name of the user in the User ame field. 4 nter the user s password in the Password field. 5 lick ccept to save the changes. hapter 11: nstalling and onfiguring imekeeper P imekeeper Manual

170 170 ssign a Remote User to an mployee he mployee Maintenance window from the imekeeper module must have an employee assigned to the remote user. For example, the following picture displays the John oe user in the Remote User field. mployee Maintenance Window ee the mployee Maintenance section for more information on configuring imekeeper employees. hapter 11: nstalling and onfiguring imekeeper P imekeeper Manual

171 171 reate a Remote evice 1 From the Highower Library Master Remote menu, select Highower Remote evice to open the Highower Remote evice window. Highower Remote evice Window 2 nter the name of the device in the evice field. 3 elect Windows from the evice ype field. 4 lick the ccept button to save the changes. reate a Remote License he Remote License Maintenance feature is used to assign available licenses to particular applications. ach User/evice/pplication combination requires one license. hapter 11: nstalling and onfiguring imekeeper P imekeeper Manual

172 172 1 From the Highower Library Master Remote menu, select Remote License Maintenance to open the Highower Remote Licenses window. Highower Remote Licenses Window 2 elect imekeeper from the Module field. 3 elect the name of the remote user created in the Remote User Maintenance window from the Remote User field. 4 elect the name of the device you created in the Remote evice Maintenance window from the Remote evice field. 5 lick the ccept button. his license is set to Pending until the user synchronizes the data. nstalling imekeeper on a Pocket P (Windows ) evice he imekeeper module on the M 90/M 200 system features a Remote menu, which contains options to install imekeeper to the Pocket P (Windows ) device and synchronize the data. hapter 11: nstalling and onfiguring imekeeper P imekeeper Manual

173 173 nstall imekeeper on a Pocket P (Windows ) evice 1 From the imekeeper module s Remote menu, select nstall P pplication. he imekeeper P pplication nstallation wizard starts. imekeeper P pplication nstallation Wizard Window 2 lick ext to access the next window. imekeeper P pplication nstallation Wizard Window hapter 11: nstalling and onfiguring imekeeper P imekeeper Manual

174 174 3 he Workstation etup window only appears if the workstation is not setup to synchronize with M 90/M 200. f this window appears and you will not use a Palm device, uncheck the will be using a Palm device, and click the Run Workstation etup button. he system installs the components and prompts you to reboot your system. fter rebooting the workstation, open M 90/M 200 and relaunch the imekeeper P pplication nstallation wizard, then continue with the next step. 4 lick ext to access the next window. imekeeper P pplication nstallation Wizard Window hapter 11: nstalling and onfiguring imekeeper P imekeeper Manual

175 175 5 elect the remote device you created and check your device for the minimum requirements (see the instructions under the How do check? section in the installation wizard). heck My device conforms and click the ext button to access the next window. imekeeper P pplication nstallation Wizard Window 6 heck the ooster version (see the instructions under the How do check ooster? section in the installation wizard) and select the installation option from this window. lick the ext button to access the next window. imekeeper P pplication nstallation Wizard Window hapter 11: nstalling and onfiguring imekeeper P imekeeper Manual

176 176 7 lick the nstall button to install the application. he installation process begins. f you are installing the ppforge ooster, the following dialog appears. nstalling pplications ialog 8 lick the Yes button. he following dialog appears. pplication ownloading omplete ialog 9 heck your device to see if any additional steps are required. fter completing the additional steps, click the button. he following dialog appears. M 90 ialog 10 lick the button. he following dialog appears. nstalling pplications ialog 11 lick the Yes button. he following dialog appears. pplication ownloading omplete ialog hapter 11: nstalling and onfiguring imekeeper P imekeeper Manual

177 heck your device to see if any additional steps are required. fter completing the additional steps, click the button. fter you install the application, the following window appears. imekeeper P pplication nstallation Wizard Window 13 lick Finish to close the installation wizard. ynchronize the Pocket P (Windows ) evice 1 From the imekeeper module s Remote menu, select Windows ync. he following imekeeper ync window appears. imekeeper ync Window 2 lick the ync button. he system synchronizes the data. hapter 11: nstalling and onfiguring imekeeper P imekeeper Manual

178 178 tart imekeeper on the Pocket P (Windows ) evice for the First ime he first time you start the imekeeper application, you must select the user and synchronize the Pocket P (Windows ) device. elect the User and ynchronize the imekeeper Files 1 ap the imekeeper icon. he following warning appears. Warning creen 2 ap. he ew User screen appears. ew User creen 3 nter the name in the ew User field. 4 nter the password in the ew Password field. hapter 11: nstalling and onfiguring imekeeper P imekeeper Manual

179 179 5 ap ccept. he following message appears. nformation creen 6 lick and start the synchronization process described in the ynchronize the Pocket P (Windows ) evice section. 7 tart imekeeper after the synchronization. he ntry List screen appears. ntry List creen he imekeeper application on the Pocket P (Windows ) device is now ready to be used. his concludes hapter 11: nstalling and onfiguring imekeeper P of the imekeeper manual. hapter 11: nstalling and onfiguring imekeeper P imekeeper Manual

180 hapter 12 Using imekeeper P hapter 12 hapter 12: Using imekeeper P teaches you how to enter time and expense information on a Palm or Pocket P (Windows ) device. his chapter also includes information on synchronization options. tart imekeeper on the P 180 imekeeper con on Palm evice imekeeper con on Pocket P evice ap the imekeeper icon from the application list on the P. he ntry List window appears. ntry List creen on Palm evice ntry List creen on Pocket P evice hapter 12: Using imekeeper P imekeeper Manual

181 181 imekeeper P Menu ar imekeeper P includes a menu bar that allows you to change users, setup synchronization options, and delete databases. Palm evice Menu View ame Pocket P evice Menu he View ame feature allows you to toggle between viewing the customer s name of viewing the customer number. he following pictures display both options on a Palm device. his feature is also available on a Pocket P (Windows ) device. ntry List with ustomer umber ntry List with ustomer ame hapter 12: Using imekeeper P imekeeper Manual

182 182 ync elect the ync option to control the synchronization process between imekeeper P and the M 90/M 200 system. You can synchronize the data between both, send the updates from the P to M 90/M 200, update the P with the information available in M 90/M 200, or do not synchronize the data at all. hese synchronization options are also available on the evice xport onfiguration window in mployee Maintenance. etup the ynchronization Process 1 elect ync from the menu. he ync screen appears. ync creen on Palm evice 2 elect the synchronization process you need. he following table describes each process. ption ync creen on Pocket P evice escription Full ync Palm updates M 90 his option sends the information available on the P to M 90/M 200, and sends the data available in M 90/M 200 to the P. he full synchronization process is completed automatically the first time imekeeper P is synchronized. his option sends the information available on the P to M 90/M 200. hapter 12: Using imekeeper P imekeeper Manual

183 183 ption M 90 updates Palm o ync escription his option sends the data available in M 90/M 200 to the P. his option does not synchronize any data. 3 ap ack when finished. ee the ynchronizing the ata section to sync the P. hange User Use the hange User feature allows multiple users to enter time through the same P device. nly one user can be active at one time. hange the User nformation 1 elect hange User from the menu. he hange User screen appears. hange User creen on Palm evice hange User creen on Pocket P evice 2 nter the new user s name in the ew User field. 3 nter the new user s password in the ew Password field. 4 ap ccept. he imekeeper application will synchronize the data for the new user the next time the synchronization process updates M 90/M 200. hapter 12: Using imekeeper P imekeeper Manual

184 184 bout elect this option to view the version number and build date of the imekeeper application that is installed on the P device. You can use this information during troubleshooting or software inventory procedures. he bout screen also contains the Utilities menu with the elete atabases option. ccess the bout creen 1 elect bout from the menu. he bout imekeeper screen appears. bout imekeeper creen on Palm evice 2 ap ack when finished. elete atabases bout imekeeper creen on Pocket P evice From the bout screen, you can access the elete atabases option. his feature removes all imekeeper databases along with device activation information, and should only be used when recommended by a Highower Help esk representative. hapter 12: Using imekeeper P imekeeper Manual

185 185 Use the elete atabases Feature 1 From the bout menu, tap the Utilities menu. 2 ap the elete atabases option. he following warning appears. elete atabase Warning on Palm evice 3 ap Yes. he imekeeper data is removed and activation settings are invalidated. ntering ime and xpense ata elete atabase Warning on Pocket P evice You can easily add, change, and delete time and expense entries using the imekeeper application on the P device. hapter 12: Using imekeeper P imekeeper Manual

186 186 dd a ew ime ntry ntry List creen on Palm evice ntry List creen on Pocket P 1 From the ntry List screen, tap ew. he ew ntry screen appears. ew ntry creen for ime ntry on Palm evice ew ntry creen for ime ntry on Pocket P 2 ap on the ate field or use the browse buttons next to the field to change the date of the entry. his field defaults to the current date. hapter 12: Using imekeeper P imekeeper Manual

187 187 3 ap the ustomer field to select a customer. he ustomer List screen appears. ustomer List creen on Palm evice ustomer List creen on Pocket P evice ap on the customer name and the name appears in the ustomer field on the ew ntry screen. 4 ap the Project field to select a project for the customer. he Project List screen appears. Project List creen on Palm evice Project List creen on Pocket P evice ap on the project name and the name appears in the Project field on the ew ntry screen. hapter 12: Using imekeeper P imekeeper Manual

188 188 5 ap the ctivity field to select an activity for the time entry. he ctivity List screen appears. ctivity List creen on Palm evice ap on the activity name and the name appears in the ctivity field on the ew ntry screen. f the activity selected is a time related activity, the entry becomes a time entry and the ew ntry screen displays the Hours field. 6 nter the hours worked in the Hours field. 7 elect the billing status for the time entry from the illing tatus field. ptions include illable, o harge, and o ot ill. 8 nter a description for the time entry in the escription field. 9 ap ccept to save the changes. ctivity List creen on Pocket P evice hapter 12: Using imekeeper P imekeeper Manual

189 189 dd a ew xpense ntry ntry List creen on Palm evice ntry List creen on Pocket P evice 1 From the ntry List screen, tap ew. he ew ntry screen appears. ew ntry creen for xpense ntry on Palm evice ew ntry creen for xpense ntry on Pocket P evice 2 ap on the ate field or use the browse buttons next to the field to change the date of the entry. his field defaults to the current date. 3 ap the ustomer field to select a customer. he ustomer List screen appears. ap on the customer name and the name appears in the ustomer field on the ew ntry screen. 4 ap the Project field to select a project for the customer. he Project List screen appears. ap on the project name and the name appears in the Project field on the ew ntry screen. hapter 12: Using imekeeper P imekeeper Manual

190 190 5 ap the ctivity field to select an activity for the expense entry. he ctivity List screen appears. ap on the activity name and the name appears in the ctivity field on the ew ntry screen. f the activity selected is an expense related activity, the entry becomes an expense entry and the ew ntry screen displays the Units, Rate, and mount fields. 6 nter the quantity of the expense item in the Units field. 7 elect the billing status for the expense entry from the illing tatus field. ptions include illable, o harge, and o ot ill. 8 nter the billing rate for the expense entry in the Rate field. he billable amount appears in the mount field. 9 nter a description for the expense entry in the escription field. 10 ap ccept to save the changes. hange a ime/xpense ntry You can change any field for a time/expense entry. ntry List creen on Palm evice ntry List creen on Pocket P evice 1 From the ntry List screen, tap on the time or expense to change. he hange ntry screen appears. 2H: Use the browse buttons to quickly navigate through the time and expense records. 2 Make changes to any of the fields available in the hange ntry screen. ee the dd a ew ime ntry or dd a ew xpense ntry for more information. hapter 12: Using imekeeper P imekeeper Manual

191 191 3 ap ccept to save the changes. elete a ime/xpense ntry 1 From the ntry List screen, tap on the time or expense to delete. he hange ntry screen appears. 2 ap elete. he following warning appears. elete ntry Warning on Palm evice 3 ap Yes to delete the entry. ynchronizing the ata elete ntry Warning on Pocket P evice fter entering time and expenses through the P, you must synchronize the data so that it is available in M 90/M 200. You can also update the P device with the latest customer, project, and activity lists available in the M 90/M 200 system. f you have multiple companies data on a P device, all data from all companies are synchronized at the same time. hapter 12: Using imekeeper P imekeeper Manual

192 192 ynchronize the Palm evice 1 From the imekeeper ync menu, select the synchronization method. ee the etup the ynchronization Process section for more information. Hotync 2 tart the Hotync application on your Palm device. he synchronization will include the imekeeper files. Hotync Progress he entries will be available for manager approval in the imekeeper module in the M 90/M 200 system. hapter 12: Using imekeeper P imekeeper Manual

193 193 ynchronize the Pocket P (Windows ) evice 1 From the imekeeper ync menu, select the synchronization method. ee the etup the ynchronization Process section for more information. 2 From the imekeeper module s Remote menu, select Windows ync. he following imekeeper ync window appears. imekeeper ync Window 3 lick the ync button. he system synchronizes the data. his concludes hapter 12: Using the imekeeper P of the imekeeper manual. hapter 12: Using imekeeper P imekeeper Manual

194 ur s Your olution.timekeeper nstructions

195 hapter 13 nstalling and onfiguring.timekeeper hapter 13 hapter 13: nstalling and onfiguring.timekeeper teaches you to install and configure the.timekeeper website. rchitecture he.timekeeper s architecture is divided into three servers, which split the overall processing power requirement for optimal flexibility and performance. pplication erver 195 he pplication erver is the server where M 90/M 200 and the system data files reside. When the imekeeper module is installed, all.timekeeper s program files are placed under the directory. Provide Web erver he Provide Web erver is responsible for servicing web requests between the and pplication erver. request comes into the Web ngine from the nternet via a specific ransmission ontrol Protocol (P) port defined in the Web ngine onfiguration program. he Web ngine merges standard HML documents with the data obtained from the M 90/M 200 database. t then returns content to the, which services the content back to the requesting user s browser. Microsoft nternet nformation erver () he erver hosts the website used for the.timekeeper application. t directs nternet requests for web pages to the Provide Web erver. When you click the Publish button in the.timekeeper etup program, all.timekeeper s web pages are placed here, under a directory specified by the user. he following diagram depicts the orporate ntranet rchitecture. hapter 13: nstalling and onfiguring.timekeeper imekeeper Manual

196 196 Picture from document "e-usiness Manager with M 90 and M 200 White Paper" by est oftware. opyright ystem Requirements efore proceeding with the installation of.timekeeper, you must have the following: M 90/M 200 system with the imekeeper module installed. he Provide Web erver installed with a secure connection to the pplication erver and full rights to the data on that server. For operating system requirements, see the upported Platform Matrix on the est oftware website. For installation procedures, refer to the product documentation. he configuration of the Provide Web erver that is required by.timekeeper is discussed in detail throughout this chapter. Microsoft nternet nformation erver () installed properly configured (including FP). he erver will act as the web server for the.timekeeper web pages. FP must be setup properly to allow imekeeper to publish web pages to the server. hapter 13: nstalling and onfiguring.timekeeper imekeeper Manual

197 197 he.timekeeper application requires: nternet xplorer 6.0 or higher. For the application to function properly, your browser needs to be configured to allow session cookies. onfigure the Provide Web erver his section teaches you how to configure the Provide Web erver. For more information regarding the Provide Web erver, please refer to the documentation provided by Provide. 1 From the Windows tart menu, launch the Weberver tatus/onfiguration window. Weberver tatus/onfiguration Window 2 lick the dit button to access the Weberver etails onfiguration window. Weberver etails onfiguration Window hapter 13: nstalling and onfiguring.timekeeper imekeeper Manual

198 198 3 nter the web server name in the erver field. fter you press R, the following dialog appears. Provide-Weberver ialog 4 lick Yes and enter the information for the rest of the fields. t a very minimum, the following fields need to be filled. Weberver etails onfiguration Window 5 nter the description in the escription field. 6 nter the socket number that is not commonly used in the P ocket field. his number can be any open socket you want to use. e careful not to choose a socket used for other protocols. We recommend using nter the directory in the efault Root ir field. You can enter the local drive path or the U path to the M 90/M 200 directory. 8 o enable the web server, check the erver nabled field. 9 nter the number of task handlers in the Max ask Handlers field. 10 lick the button to save all the information. hapter 13: nstalling and onfiguring.timekeeper imekeeper Manual

199 lick the button again to access the Weberver tatus/onfiguration window. Weberver tatus/onfiguration Window 12 o start the web server, select it from the list and click the tart/top button. f during installation you configured your Web ngine as an pplication, the imekeeper web server will start running. t does not require any other web server to be running. Weberver tatus/onfiguration Window f during installation you configured your Web ngine as a ervice, you will be prompted to start it from the ontrol Panel. Provide-Weberver ialog hapter 13: nstalling and onfiguring.timekeeper imekeeper Manual

200 200 From the ontrol Panel, select dministrative ools/ervices. ervices Window elect the M 90 Web ngine and click the tart button from the tool bar, or right-click on the M 90 Web ngine, choose Properties and click the tart option. Upon startup, the M 90 Web ngine automatically starts all web servers that are enabled in the Weberver tatus/onfiguration window. oth Weberver web server and imekeeper web server must be running. Weberver tatus/onfiguration Window Your Provide Web erver is now ready to accept requests. hapter 13: nstalling and onfiguring.timekeeper imekeeper Manual

201 201 etup and onfigure the Web erver etting up your web server is beyond the scope of this manual. Please refer to your Microsoft documentation for complete details of setting up on your server. etup FP for.timekeeper he full details of setting up your FP server are beyond the scope of this manual. Please refer to the appropriate Microsoft documentation on the particulars of setting up FP on your server. ince.timekeeper makes use of FP to publish web pages to Web erver, we will mention here a few important things to note. he first is that you need to have installed and running on your computer. he Microsoft FP server is a part of the package. nce the is installed and running, you need to configure the FP server. MPR: FP is not a secure protocol! ll login information (username, password) and data (files, directory listings, etc.) are sent in plaintext. s a result, any computer that is on the network between the client and the server (host) can potentially read your data. Microsoft s website provides extensive documentation on the security implications regarding FP. Please be aware of them and take the time to review them at Microsoft s website. n overview of server administration is available at ndard/proddocs/en-us/efault.asp?url= /resources/documentation/windowsserv/2003/standard/proddocs/en-us/sa_ serveradmin.asp. n setting up the FP server, there are two requirements that must be met. he first is that the directory containing the website files must be accessible via FP. he second is that there must be an FP user that has read and write access to the previously mentioned directory. he ultimate goal is that the FP server needs to be configured such that a user can log on through.timekeeper setup and upload files to the desired directory on the Web erver. hapter 13: nstalling and onfiguring.timekeeper imekeeper Manual

202 202 onfiguring.timekeeper nce the pplication erver, Provide Web erver, and erver (weband FP) have been installed and properly configured, the.timekeeper files must be uploaded to the Web erver and the.timekeeper application must be properly configured. efore a user can access the.timekeeper application, a remote device license must also exist in the M90/M 200 system. First, the user must be added as a remote user. fter the remote user is created, it must be assigned to an employee. hen, a device license needs to be created. (he remote device used in the remote license must be the R type.) reating a remote user and assigning it to an employee is not necessary for the ustomer pproval. o create a M 90/M 200 user, see the Library Master Manual by est oftware. he following section contains the steps for configuring the.timekeeper application, creating a remote user and device license..timekeeper etup he.timekeeper etup window is used to install.timekeeper Web erver components and configure the.timekeeper application. 1 From the M 90/M 200 imekeeper s Remote menu, select.timekeeper etup. he following window appears. M 90 ialog hapter 13: nstalling and onfiguring.timekeeper imekeeper Manual

203 203 2 lick to open the.timekeeper etup window..timekeeper etup Window 3 nter the URL (e.g. server_name) or P address (e.g ) of the website in the ite URL field. his URL indicates the location from which the.timekeeper application will be accessed. 5: o include " in the ite URL. :WRG: f a new website is being created at your location, make sure your nternet ervice Provider (P) allows web hosting. Microsoft s will be listening on port 80 by default, which your P may block if they do not allow web hosting. he imposed limitation can be overcome by changing Microsoft s to listen on a different port. f you have a firewall, remember to open the port there as well. nce the port is changed, change the P address of the website in.timekeeper etup to include the port (for example: xxx.xxx.xxx.xxx:pp). Make sure the P address is a public P address - an P address someone would use outside of your network. (Private P addresses resemble the following: or 10...) fter making any changes in.timekeeper etup, click the Publish button to send the updated.timekeeper files to the server. hapter 13: nstalling and onfiguring.timekeeper imekeeper Manual

204 204 4 nter the URL (e.g. server_name) or P address (e.g ) of the FP site in the FP URL field. his URL indicates the location of the.timekeeper pages on your Web erver. t is strongly recommended that you use a subdirectory rather than your website s default directory to avoid potential file conflicts. When files are published, the subdirectory will be created if it does not exist on the server. 5: o include " in the FP URL. o use your website s root directory for the FP URL as it might result in file conflicts. 5 nter the URL (e.g. server_name) or P address (e.g ) of the server where the Web ngine is installed in the M URL field. pecify the port number where your Web ngine is listening. he port number must match the port number entered in the onfigure the Provide Web erver section. f no port number is entered, port number 80 will be used by default, however, for security purposes we do not recommend port 80. 5: o include " in the M URL. 6 lick the button located to the right of the Logo mage field, and select the image to be used as a logo on.timekeeper website. t is strongly recommended that you use a.gif file rather than a.bmp file as bitmaps tend to slow performance. lso, for best appearance the image should not exceed 36 pixels in height and 310 pixels in width. his field defaults to the hightower.gif. 7 heck the ctive Validation field to validate the ustomer, Project, and ctivity fields in.timekeeper while the user is entering data in each field. f you do not check the ctive Validation field, the data for the ustomer, Project, and ctivity fields will be validated when the user clicks the ccept button on the data entry screen. hapter 13: nstalling and onfiguring.timekeeper imekeeper Manual

205 205 8 lick the Publish button. he Login window appears. Login Window 9 nter the name and password used to log into your web server in the Login ame and Password fields. 5: f you are unable to connect to the server, ensure that your has been set up properly to accept FP requests, and that you have authorized access. ccasionally, you might also be experiencing a broken connection if the server stops responding under a heavy load. f for any reason you are unable to publish the files using the.timekeeper etup program, manually copy (retaining the directory structure) the entire contents of <path to M 90>\\Web\ to the imekeeper directory to be used by your Web erver (for example, <path to >\webroot\timekeeper\). 10 lick the button. he File ransfer ialog appears and the following dialog appears when the file transfer is complete. M 90 ialog 11 lick when finished. he.timekeeper files now reside on the Web erver. reating Remote Users/evices/Licenses for.timekeeper reate a Remote User he Remote User Maintenance window available in the Highower Library Master module allows you to create remote users. hapter 13: nstalling and onfiguring.timekeeper imekeeper Manual

206 206 1 From the Highower Library Master Remote menu, select Remote User Maintenance to open the Highower Remote User window. Highower Remote User Window 2 nter the login name of the user in the Remote User field. 3 nter the full name of the user in the User ame field. 4 nter the user s password in the Password field. 5 lick ccept to save the changes. hapter 13: nstalling and onfiguring.timekeeper imekeeper Manual

207 207 ssign a Remote User to an mployee he mployee Maintenance window from the imekeeper module must have an employee assigned to the remote user. For example, the following picture displays the John oe user in the Remote User field. mployee Maintenance Window ee the mployee Maintenance section for more information on configuring imekeeper employees. reate a evice he Remote evice Maintenance window available in the Highower Library Master module is used to create remote devices for M 90/M 200. You do not need to create a device for.timekeeper. he Remote evice Maintenance window displays the R device, which is automatically available when you install the Highower Library Master module. hapter 13: nstalling and onfiguring.timekeeper imekeeper Manual

208 208 1 From the Highower Library Master Remote menu, select Highower Remote evice to open the Highower Remote evice window. Highower Remote evice Window he Highower Remote evice window displays the R device. 2 lick the ccept button to close the window. reate a Remote License he Remote License Maintenance window available in the Highower Library Master module is used to assign available licenses to particular applications. ach User/evice/pplication combination requires one license. hapter 13: nstalling and onfiguring.timekeeper imekeeper Manual

209 209 1 From the Highower Library Master Remote menu, select Remote License Maintenance to open the Highower Remote Licenses window. Highower Remote Licenses Window 2 elect imekeeper from the Module field. 3 elect the name of the remote user created in the Remote User Maintenance window from the Remote User field. 4 elect R from the Remote evice field. 5 lick the ccept button. tarting the.timekeeper pplication here are two ways to start the.timekeeper application: through your company s website or the.timekeeper default page. dd the.timekeeper con to Your ompany Website o launch.timekeeper from your company website, you need to place an image or a link at a desired location on your website. nclude the following line in your <img> or <a> tag. hapter 13: nstalling and onfiguring.timekeeper imekeeper Manual

210 210 onlick="popwin=window.open( tk_start.asp?tkpprovalype=e, tklogin, width=360,height=155,resizable=0,status=1 );" ee default.asp located in the timekeeper directory on your Web erver for details. Launch the.timekeeper efault Page o launch the.timekeeper default page, in your browser window type the FP URL entered in.timekeeper etup. he following window appears. efault Page his concludes hapter 13: nstalling and onfiguring.timekeeper of the imekeeper manual. hapter 13: nstalling and onfiguring.timekeeper imekeeper Manual

211 hapter 14 Using.timekeeper hapter 14 hapter 14: Using.timekeeper teaches you how to enter time and expense information through your company s website :.timekeeper logs out a user from the website after 15 minutes of inactivity. tart.timekeeper 1 lick the.timekeeper icon located on your website or the.timekeeper default page. (For details on adding a.timekeeper icon, see the dd the.timekeeper con to Your ompany s Website section. For details on launching the.timekeeper default page, see the Launch the.timekeeper efault Page section.).timekeeper efault Page hapter 14: Using.timekeeper imekeeper Manual

212 212 2 lick on the.timekeeper application. he system displays a login window..timekeeper Window 3 nter your login in the Login ame field. 4 nter your password in the Password field. 5 elect your company from the ompany field. 6 lick the Login button. he system displays the.timekeeper application..timekeeper Window hapter 14: Using.timekeeper imekeeper Manual

213 213 Using the utton Menu he.timekeeper application contains a button menu that allows managers and salespeople to approve time/expense entries, and all users to view total hours, change their user profile, and switch companies. he following table describes each button. ption escription he Management pproval button allows a manager or a corporate administrator to approve other employee s time/expense entry data. ee the Management pprovals section for more information. he alesperson pproval button allows a salesperson to approve other employee s time/expense entry data. ee the alesperson pprovals section for more information. he imekeeper ntry button is available for managers or salespeople to logoff the approval window. lick the Hours ummary button to review the summary of time spent on projects. ee the View the ummary of an mployee s Hours section for more information. lick the hange ompany button to switch to another company s data. ee the hange ompanies section for more information. lick the Help button to access help topics for different time/expense entry tasks. lick the earch button to search for a specific time/expense entry. ee the Use the earch Feature section for more information. lick the rowse buttons to browse through the items in a list. ee the Use the earch Feature section for more information. hapter 14: Using.timekeeper imekeeper Manual

214 214 hange ompanies 1 lick the button. he following window appears..timekeeper Window 2 elect the company to view from the ompany field. 3 lick the ubmit button. he system displays the company s information. Use the earch Feature You can use the earch feature to search for specific Work in Process items. o search for Work in Process items, click the button. he earch ptions window will appear. earch ptions Window elect how to sort the search options from the earch ptions field. You can select ate or ustomer. nter the date range for the items in the From and hru ate Range fields. You can click on the button to access the calendar. hapter 14: Using.timekeeper imekeeper Manual

215 215 nter the range of customers in the From and hru ustomer Range fields. elect the type of Work in Process information to search for from the ype field. You can select ime & xpense, ime nly, or xpense nly. lick ccept to save the changes and the Work in Process list will contain the items that match your search criteria. o search for an item in a list, click on one of the rowse buttons from the top of the list. ustomer List Window o search for a particular item in a list, enter the item name or the start of the item name in the earch field. lick the Find button. he system displays the item(s) that match the search criteria. ntering ime and xpense ata You can easily add, change, and delete time and expense entries using.timekeeper. hapter 14: Using.timekeeper imekeeper Manual

216 216 dd a ew ime ntry.timekeeper Window 1 From the imekeeper ntry screen, enter the date of the time entry in the ate field. You can click on the button to access the calendar. his field defaults to the current date. 2 elect ime from the ntry ype field. he window displays the time-related fields. 3 lick the button next to the ustomer field to select a customer for the time entry. (You can also press the Up or own arrow keys on your keyboard to view the last 10 customers entered.) 4 lick the button next to the Project field to select a project for the time entry. (You can also press the Up or own arrow keys on your keyboard to view the last 10 projects entered.) 5 lick the button next to the ctivity field to select an activity for the time entry. (You can also press the Up or own arrow keys on your keyboard to view the last 10 activities entered.) hapter 14: Using.timekeeper imekeeper Manual

217 217 6 nter the details about the work that was completed in the escription field. 7 nter the amount of time spent on the activity in the ime pent field. 8 elect the billing status for the time entry in the illing tatus field. elect illable, o harge, or o ot ill. 9 heck n Hold to place a time entry on hold. he time entry will not be billed when on hold. 10 lick ccept to save the changes. he new time entry appears in the Work in Process list. dd a ew xpense ntry.timekeeper Window 1 From the imekeeper ntry screen, enter the date of the expense entry in the ate field. You can click on the button to access the calendar. his field defaults to the current date. hapter 14: Using.timekeeper imekeeper Manual

218 218 2 elect xpense from the ntry ype field. he window displays the expense-related fields. 3 lick the button next to the ustomer field to select a customer for the expense entry. (You can also press the Up or own arrow keys on your keyboard to view the last 10 customers entered.) 4 lick the button next to the Project field to select a project for the expense entry. (You can also press the Up or own arrow keys on your keyboard to view the last 10 projects entered.) 5 lick the button next to the ctivity field to select an activity for the expense entry. (You can also press the Up or own arrow keys on your keyboard to view the last 10 activities entered.) 6 nter a description for the expense entry in the escription field. 7 nter the quantity of the expense item in the Units field. 8 nter the billing rate for the expense entry in the Rate field. he standard amount appears in the mount field. 9 elect the billing status for the expense entry from the illing tatus field. ptions include illable, o harge, and o ot ill. 10 heck n Hold to place an expense entry on hold. he expense entry will not be billed when on hold. 11 lick the ccept button to save the changes. 12 lick the button to print a field ticket and for your customer to sign. hapter 14: Using.timekeeper imekeeper Manual

219 219 imekeeper Field icket Window hapter 14: Using.timekeeper imekeeper Manual

220 220 hange a ime/xpense ntry You can change any field for a time/expense entry..timekeeper Window 1 From the Work in Process list, select the time or expense record to change. he imekeeper ntry fields display the related information. 2 Make changes to any of the fields available in the imekeeper ntry window. ee the dd a ew ime ntry or dd a ew xpense ntry for more information. 3 lick the ccept button to save the changes. 4 lick the button to print a field ticket and for your customer to sign. elete a ime/xpense ntry 1 From the Work in Process list, select the time or expense record to delete. he imekeeper ntry fields display the related information. hapter 14: Using.timekeeper imekeeper Manual

221 221 2 lick the elete button. he following warning appears. elete ntry Warning 3 lick. he system deletes the entry. View the ummary of an mployee s Hours You can view an employee s total, billable, no charge, and do not bill hours. 1 lick the button from the ime ntry window. he Hours ummary window appears. Hours ummary Window 2 lick the button when finished. Management pprovals Managers or corporate administrators can use.timekeeper to approve users time/expense entries. hapter 14: Using.timekeeper imekeeper Manual

222 222 pprove a ime/xpense ntry 1 lick the button from the ime ntry window. he following window appears..timekeeper Window 2 lick on the employee whose entries you want to view from the mployee List. he entries appear in the Work in Process list. hapter 14: Using.timekeeper imekeeper Manual