How To Create A New Timesheet

Overview

Keep all your time sheet information in Zumzum Financials and integrate with your standard and custom Salesforce objects.

Time Sheet Activity Codes

Please ensure you have added your Time Sheet Activity Codes in order to track your data.

Create A New Time Sheet Entry

Please follow these steps to add a new time sheet entry

1. Go to the Timesheet tab.
2. In the top right select New.
3. Select the Time Sheet Year if it’s different from the default.
4. Select a Time Sheet Month  for a month you do not have a Time Sheet record created.
5. In the Time Sheet Details row,
   1. Enter the Date for the Time Sheet Detail entry
   2. Optionally, enter the Opportunity for the Time Sheet Detail entry
   3. Optionally, enter the Account for the Time Sheet Detail entry
   4. Enter the Narrative for the Time Sheet Detail entry
   5. Enter the Hours for the Time Sheet Detail entry as a decimal to represent 1 hour (e.g. 0.25, 0 .5, 0.75, etc (to a maximum of 8 hours
   6. Select the Activity Code for the Time Sheet Detail entry
   7. Select Add in the Options column against the Time Sheet Detail row
6. Repeat step 5 above for each of your Time Sheet Detail rows you wish to record
7. Click Save to record your time sheet entries
8. The Status field will be set as Pending

You may wish to apply your own Time Sheet approval process using the standard Salesforce workflow automation tools.