Entering time and expenses for multiple staff

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Use the Overview tab of the Time & Expense Entry screen to enter both time and expense transactions in the same grid. The Overview tab lets you view and enter data for multiple staff across several Sheet Dates at the same time.

To open the Overview tab, choose Actions > Time & Expense Entry and click the Overview tab.

The Overview tab is designed for firms that have a staff member who enters other employees' time and expenses. With the Overview tab's powerful grouping and sorting capabilities, managers and supervisors can group the screen by staff and filter it by the current week's sheet date, allowing them to verify staff time without printing reports.

Entering time and expenses

Data entry in this tab is the same as in the Enter Time & Expenses tab (for individual staff) except:

Filtering and sorting the data entry grid

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