Practice CS: Understanding dates in time and expense entry

Alerts and notices

There are two dates associated with every time and expense transaction entered in Practice CS.

Date

  • This is the posting date of the transaction: the date on which the WIP represented by the transaction is effective.
  • The Date may or may not be the same as the Sheet Date (described below). If the timesheet includes transactions for one day, the Date and Sheet Date are usually the same. If the timesheet includes transactions for more than one day, such as a week or month, then most Dates will not be the same as the Sheet Date.

    Note: For more efficient processing, we recommend that timesheets include only one day's transactions.

  • Enter the Date directly on the transaction line in the Date field.
  • You can have the application enter the Date for you by setting a Default Date in user preferences for time & expense entry. If you set a default date, you can choose to skip the Date field when entering a time or expense transaction. If you choose to skip the Date field, you can hide it to remove it from the screen.

    Note: We recommend that you not hide the Date field, so that you can verify that the date is being entered correctly and change it if necessary. Your default options are:

    • Sheet Date
    • Today's (system) date

Sheet date

  • The Sheet Date, along with Staff, is used to identify a group of time and expense transactions, also known as a timesheet.

    Note to former CSP users: In CSP the Sheet Date was called the Control Date.

  • The Sheet Date is not the posting date and has no effect on when a transaction is available to bill or is included in a client's WIP balance. The Date of the transaction, (described above), determines when the transaction is posted.
  • The Sheet Date may or may not be the same as the Date field in the transactions in the timesheet. If the timesheet includes transactions for one day, the Sheet Date and Date are usually the same. If the timesheet includes transactions for more than one day such as a week or month, then the Sheet Date will be the same as only a few, if any, transactions in the timesheet.

    Note: For more efficient processing, we recommend that timesheets include only one day's transactions.

  • The Sheet Date is entered at the top of the Time & Expense Entry screen in the Sheet date: field and applies to all transactions in the timesheet.
  • You can have the system enter the Sheet Date for you by setting a Default Sheet Date in Time & Expense Entry User Preferences. If you set a Default Sheet Date you can choose to skip the Sheet Date field when opening a timesheet. Your default options are:
    • Today's (system) date
    • Most Recent — the latest date on which one or more time and expense transactions were previously entered.

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