The Time Sheets function in SapphireOne enables users to view and manage historical timesheet entries linked to a specific Job Project. This functionality is essential for tracking labor costs and maintaining accurate timekeeping records. Users have a number of options available, as follows:
First navigate to Job Projects > History > Inquiry and then select the Time Sheets item. SapphireOne will display the Time Sheets list screen displaying a list of all Historical Time Sheets in the data file. From there the user has two options as follows:
- Options Menu – Once the complete list of historical time sheets is displayed onscreen, select the Options menu from the main toolbar. This menu provides a range of search and filter options, enabling the user to locate a single time sheet or a group of time sheets as required.
- Options Article – To access detailed documentation on this menu, refer to the Options Menu article.
- Reports Menu – Once the complete list of historical time sheets is displayed onscreen, select the Reports icon from the main toolbar. SapphireOne will then display the Time Sheets Reports printer dialog alert. From here, proceed to select the desired report criteria as outlined below:
- Share Destination – Use this drop-down menu to choose from: Printer, Custom Report, or Quick Report.
- Report Type – Select either One Line Transaction or Transaction Audit
- Report Sort Order – Choose from several options including by ID, by Name, or by Sequence N°.
- Report Selection – This is a critical menu. Use the available radio buttons to select either All Records or Current Selection.
- Drop Down Menus – Two additional drop-down menus provide further filtering and sorting options to refine the report output.
- Tools menu – The Tools menu offers functions for viewing and selecting inventory lines from historical records across all Job Projects. These tools assist in locating and managing past inventory usage efficiently.
- Checking – Check and review all of the options you have selected from the menus above.
- Printing – Click on the blue Process button to print or view the historical Time Sheet report.
- Additional Documentation – For more detailed instructions, please refer to the Job Projects > History > Time Sheets article