What’s New in Office Timesheets Version 4 C o p y r i g h

1 What’s New in Office Timesheets Version 4| C o p y r i g h t ® 2 0 0 3 - 2 0 1 1 . L o o k o u t S o f t w a r e , L L C


Table of Contents

Time Entry Speed .......................................................................................................................................... 4

Microsoft Internet Explorer Version 9 Support ............................................................................................ 4

QuickBooks Sync Improvements ................................................................................................................... 4

Map/Sync QuickBooks Classes .................................................................................................................. 4

Item Selection Filters ................................................................................................................................ 5

Timesheet Templates .................................................................................................................................... 6

ADD COMPANY LOGO ................................................................................................................................... 7

GENERIC IMPORT/EXPORT ............................................................................................................................ 8

Add “Fixed” setting for Markup/Mark down field .................................................................................... 8

VIEW SHEETS ................................................................................................................................................. 9

Go to Today Control on Time/Expense Views (Timesheet, Day, Time Clock and Expense) ..................... 9

Require Time Entry Notes ....................................................................................................................... 10

Multi-select option for Employee Selection button/dialog ................................................................ 10

Adjustable task list columns ................................................................................................................ 11

Timesheet View ....................................................................................................................................... 12

Timesheet columns always starts on "X" day ..................................................................................... 12

Entry tabbing in the Timesheet view for faster timesheet entry....................................................... 13

View Criteria ............................................................................................................................................ 13

“Show current and Show/Current future” now work without requiring From/To dates ................... 13

Mass Update ........................................................................................................................................... 13

Multi-select Element Items (using Shift and/or Ctrl) .......................................................................... 14

Add {Null} or {No Selection} element selection options ..................................................................... 14

Undo Last Mass Update ...................................................................................................................... 14

Add Tasks ................................................................................................................................................ 15

Save & New ......................................................................................................................................... 15

Multi-select Element Items when adding Tasks ................................................................................. 16

Copy Tasks ............................................................................................................................................... 16

Undo Last Copy Task Function ............................................................................................................ 16

Multi-select Element Items ................................................................................................................. 17

{Null} or {No Selection} option for Element Selections ...................................................................... 17


Delete Tasks And Entries ......................................................................................................................... 17

Multi-select Element Items ................................................................................................................. 17

{Null} or {No Selection} option for Element Selection ........................................................................ 17

Undo Last Delete Tasks and Entries Function ..................................................................................... 17

APPROVAL PROCESS ................................................................................................................................... 18

Submit timesheets for future periods..................................................................................................... 18

Recurring Overdue Timesheet Notifications........................................................................................... 18

Setting and Employee as “Inactive” Removes from them from Approval Process ................................ 19

Timesheet Approval Notes ..................................................................................................................... 19

SYSTEM CONFIGURATION ........................................................................................................................... 19

Support for SSL connections ................................................................................................................... 19

REPORTING ................................................................................................................................................. 19

New Detail Reports ................................................................................................................................. 19


Time Entry Speed

One of the first things your users will notice about Office Timesheets Version 4 is the speed at which

time entries are written to the database. Comparatively speaking, we’ve seen a 400% increase in speed

when making time entries in our labs, and we’re sure your users will notice the difference too.

Microsoft Internet Explorer Version 9 Support

Office Timesheets v4 has been coded and optimized for Internet Explorer Version 9.

QuickBooks Sync Improvements

Map/Sync QuickBooks Classes

Office Timesheets now includes the ability to map and sync QuickBooks classes. If you do not wish to

map and sync the Class list from QuickBooks you can simple turn off the option (see Item Selection

Filters below).


Item Selection Filters

The new select items filter allows you choose which items you wish to import from QuickBooks (this

allows you to filter out items from QuickBooks that you don’t want to import into Office Timesheets).

For example, we’ve found that typically Office Timesheets users that sync vendors only need one or two

from their list of active vendor list to sync into Office Timesheets. The new item selection filter allows

you to do just that, but not with just the Vendor/Employee list, but at all item levels…

Employees

Vendors

Customers

Jobs

Service Items

Payroll Items

Classes (New to Office Timesheet v4 QuickBooks Sync)


The new Items Filters also allows you to choose whether or not you wish to sync a particular item list.

For example, if you do not wish to sync Payroll Item lists from QuickBooks you can simply turn it off.

Timesheet Templates

The new Timesheet Templates feature allows you layout a list of tasks and copy them to Employees,

Employee Groups and/or other Timesheet Templates. To ensure project success many companies or

organizational departments use a standardized set of phases and tasks for most of their project. The

Timesheet Templates feature allows you to layout your organization’s standardized task list for projects

so you can more quickly pick and choose which of those tasks will be used on selected projects; and

then assign those project tasks to employee more quickly and efficiently.

Most organizations also need a standardized set of non-project related tasks placed on their employee

timesheets such as general administrative task codes (training, internal meetings, etc.); paid and non-

paid leave tasks codes (vacation, sick time, maternity leave, etc.); and more. Timesheet Templates is a

great feature for managing these standardized tasks; and allows you to copy them to a new employee’s

timesheet in a matter of seconds.


There are many features and options surrounding Timesheet Templates. Please refer to topic

“Timesheet Templates” in the new Office Timesheets Installation and User’s Guide.

ADD COMPANY LOGO

The Company Information panel has now been updated to include the ability to add your own Company

Logo to the Office Timesheets interface.

Once uploaded, logo would appear as…

http://www.officetimesheets.com/support/documentation.aspx


GENERIC IMPORT/EXPORT

Add “Fixed” setting for Markup/Mark down field

When importing and exporting expense entries, under Mapping Template Editor, there is now an

available field for the Fixed/Percentage setting. For example, now if you export expenses that use a

Fixed setting for Markup/down, edit them in a spreadsheet, you can then re-import them, keeping the

Fixed/Percentage setting on import.


VIEW SHEETS

Go to Today Control on Time/Expense Views (Timesheet, Day, Time Clock and

Expense)

Office Timesheets Version 4 now includes a “Go to Today” button in the calendar bar on the Timesheet,

Day, Time Clock and Expenses view. This allows users to navigate to a timesheet view with today’s date

with a single click.


Require Time Entry Notes

Office Timesheets Version 4 now includes an option that forces users to enter notes for all time entries.

When this option is enabled, Office Timesheets will not allow a time entry to be saved by a user without

entering notes. An Office Timesheets user is prompted to enter notes for a time entry when user’s

security policy has the “Require Time Entry Notes” option checked.

Multi-select option for Employee Selection button/dialog

Multi-select function (Ctrl+Click) is now enabled in the Employee Selection dialog .


Adjustable task list columns

Office Timesheets now allows each user to adjust each task element column’s width to their personal

preference. To adjust a particular column’s width simply point your mouse at the task element column’s

divider in the column header, and while pressing down your mouse button, expand the column to its

desired width by dragging left or right.


Office Timesheets will save each user’s task element column width settings until they are changed by

the user again.

Timesheet View

Timesheet columns always starts on "X" day

Office Timesheets now includes the ability to always start the timesheet view on a selected day of the

week (example: Monday) regardless of what date is selected in the date picker (calendar) on the

timesheet view. For example, if user selected a date which falls on Wednesday timesheet will start on

Monday of the same week of the selected date.


Entry tabbing in the Timesheet view for faster timesheet entry

Using Tab key navigates the timesheet’s active cell cursor from right to left and down to the next row at

end of each row. For example, if you enter “1” in a selected time entry cell and hit Tab key the entry is

saved and the active cell become the cell directly next to (to the right of…) the previously selected cell.

View Criteria

“Show current and Show/Current future” now work without requiring From/To dates

The “Use dates” feature in the Sheets View Criteria no longer requires From and To date selections.

Now, if “Use Dates” is checked, and no From/To dates are selected, tasks will be filtered from the

Timesheet view whose start and due date do not fall within the current reporting period.

Mass Update


Multi-select Element Items (using Shift and/or Ctrl)

Multi-select Element Items (using Shift and/or Ctrl) are now available in Office Timesheets Mass Update

function. Thus, if a user has selected 2 values at one element level and 3 values for another element

level then Office Timesheets will update 6 tasks for each selected employee and/or template.

Add {Null} or {No Selection} element selection options

Office Timesheets Version 4 now includes {Null} and {No Selection} options for Element Selection in the

Mass Update function.

Undo Last Mass Update

Office Timesheets has the ability to undo the last mass update routine you ran. Simply navigate to the

Mass Update page and click the Undo Last update button and the Mass Update performed will be

reversed from the database.


Add Tasks

Save & New

The Office Timesheets Edit Task dialog’s “Save as new” function has been changed to “Save as Copy”.

The Save as Copy function will allow you to open an existing task, make employee/element item

changes, and save an entirely new task from an existing task.

We’ve also added a new function called “Save & New”. When you create a new task or edit an existing

task and use this function, Office Timesheets will save the task and will re-open the task dialog for

creating a new task with the same selected elements.


Multi-select Element Items when adding Tasks

When adding tasks Office Timesheets now allows you to use the multi-selection function for element

items (Shift and/or Ctrl). For example, if you select 2 values for one element level and 3 values for

another element level with one employee selected you would create a total of 6 tasks.

Copy Tasks

Undo Last Copy Task Function

Office Timesheets Version 4 now includes the ability to undo the last copy task routine you ran. To undo

your last copy task routine simply navigate to the Copy Tasks page and click on the Undo Last Copy

button.


Multi-select Element Items

Office Timesheets’ Copy Task page now includes multi-select functions (using Shift and/or Ctrl). For

example, if you select 2 values at one element level and 3 values for another element level then you

would be copying 6 tasks for each employee or template.

{Null} or {No Selection} option for Element Selections

Office Timesheets Version 4 now includes the option to choose {No Selection} at a one or more element

levels when copying tasks.

Delete Tasks And Entries

Multi-select Element Items

Office Timesheets’ Delete Tasks And Entries page now includes multi-select functions (using Shift and/or

Ctrl). For example, if you select 2 values at one element level and 3 values for another element level

then you would be deleting 6 tasks for each employee or template.

{Null} or {No Selection} option for Element Selection

Office Timesheets Version 4 now includes the option to choose {No Selection} at a one or more element

levels when deleting tasks and entries.

Undo Last Delete Tasks and Entries Function


Office Timesheets now allows you to undo your last Delete Tasks and Entries function. To undo your last

Delete Tasks and Entries function simply navigate to the Delete Tasks and Entries page and click on the

Undo last delete button.

APPROVAL PROCESS

Submit timesheets for future periods

Office Timesheets Version 4 now allows timesheets to be submitted and approved for up to two (2)

future timesheet reporting periods. Previous versions of Office Timesheets did not have the ability to

view and/or submit future timesheet periods in the Employee Approval dialog box.

Recurring Overdue Timesheet Notifications

Office Timesheets Version 4 now sends recurring overdue timesheet notification emails. The email

reminder will recur every 24 hours as long as the timesheet status remains overdue.


Setting and Employee as “Inactive” Removes from them from Approval

Process

Setting an employee as “Inactive” removes them from the approval process (including notifications and

approval dialogs).

Timesheet Approval Notes

Office Timesheets Version 4 allows employees and managers to make approval notes on timesheet

submissions. For example, a manager can makes notes on an employee’s timesheet as to why their

timesheet was rejected.

SYSTEM CONFIGURATION

Support for SSL connections

Office Timesheets email configuration now supports SSL connections.

REPORTING

New Detail Reports

Several new detail report templates have been added to Office Timesheets Version 4.

Documents

What’s New in Office Timesheets Version 4 C o p y r i g h