| Element | Description |
|---|---|
| Actions | Provides the following menu commands, which you can click to invoke actions:
This action is available if the time card has the Approved status.
This action is available if the Approval workflow functionality is enabled in your system in the Enable/disable functionalities (CS100000) window, and if the time card has the Pending approval status.
This action is available if the Approval workflow functionality is enabled in your system in the window, and if the time card has the Pending approval status.
This action is available if the time card has the Released status.
This action is available if the time card has the On hold status. If the Time reporting on activity functionality is enabled in your system in the Enable/disable functionalities (CS100000) window, you cannot submit a time card for approval unless all the activities included in the time card have been approved (if required).
This action is available if the time card has the Pending approval, Approved, or Rejected status. |
| View transactions | Opens the Project transactions (PM304000) window, where you can view the list of project transactions that have been created as a result of time cards being released. This button is available if the time card has the Released status. |
| Element | Description |
|---|---|
| Ref no. | The unique reference number of the time card, which Visma Net automatically assigns according to the numbering sequence specified as the Time card numbering sequence in the Time and expenses preferences (EP101000) window. |
| Status | The status of the time card, which is set by the system and can be one of the following options:
|
| Week | The week for which the time card has been created. |
| Employee | The name of the employee whose time card is currently open. |
| Type | The type of the time card. The following options are available:
|
| Orig. ref. no. | The reference number of the time card being corrected. This field is filled in only when Correction is specified in the Type field. |
| Element | Description |
|---|---|
| Time spent | The work hours spent by the employee during the week on activities with the Regular hours earning type. Visma Net handles validation of this amount based on the Regular hours validation setting for the employee in the Employees (EP203000) window. |
| Invoiceable | The invoiceable work hours spent by the employee during the week. |
| Element | Description |
|---|---|
| Time spent | The work hours spent by the employee during the week on activities with the Overtime earning type. |
| Invoiceable | The invoiceable overtime spent by the employee during the week. |
| Element | Description |
|---|---|
| Time spent | The total working time (regular and overtime) for the week. |
| Invoiceable | The total invoiceable working time (regular and overtime) for the week. |
| Element | Description |
|---|---|
| Preload from tasks | Opens the Preload from tasks dialog box, where all available tasks are listed. In this dialog box, you can create summary rows with the Type of hour, Project, and Project task values preloaded from the tasks that you select. |
| Preload from previous time card | Copies the data from the time card for the previous week. |
| Preload holidays | Adds to the table a new row with the holiday earning type specified in the Earning type column and the 8 value in the column of the weekday that is a holiday. By default, the Project column includes the non-project code, but you can change the value before releasing the time card. |
| Normalise time card | Adds to the table a new row that completes the number of regular work hours for the week. The missing regular work hours are added starting from Monday. For instance, if the employee is required to work 40 regular hours per week and the time card includes only 30 regular work hours, when you click this button, the system adds a new row with 8 in the Mon. column and 2 in the Tue. column. |
| Column | Description |
|---|---|
| Earning type | The type of the work time spent by the employee. |
| Job code | The ID of the particular job that determines payroll rates. This column is available only if the Payroll functionality is enabled in your system in the Enable/disable functionalities (CS100000) window. |
| Shift code | The ID of the particular shift worked by the employee. Employees can receive a premium on their normal wages depending on the work shift. This column is available only if the Multiple work shifts functionality is enabled in your system in the Enable/disable functionalities (CS100000) window. |
| Task ID | The task activity associated with the time activity. Only tasks that belong to the selected employee are available for selection. |
| Project | The project that the employee worked on. This column is available only if the Project accounting functionality is enabled in your system in the Enable/disable functionalities (CS100000) window. |
| Project task | The project task that the employee worked on. Cancelled project tasks cannot be used in time cards. This column is available only if the Project accounting functionality is enabled in your system in the Enable/disable functionalities (CS100000) window. |
| Cost code | The cost code with which this record is associated to track project costs and revenue. The field is available if the Cost code functionality is enabled in your system in the Enable/disable functionalities (CS100000) window. |
| Mon | The work time reported for Monday, including overtime. |
| Tue | The work time reported for Tuesday, including overtime. |
| Wed | The work time reported for Wednesday, including overtime. |
| Thu | The work time reported for Thursday, including overtime. |
| Fri | The work time reported for Friday, including overtime. |
| Sat | The work time reported for Saturday, including overtime. |
| Sun | The work time reported for Sunday, including overtime. |
| Time spent | The work time (regular and overtime) that the employee spent on the project and task during the week. |
| Invoiceable | A check box that you select to indicate that these work hours are invoiceable. |
| Description | The description of the reported work hours. |
| Approval status | The approval status, which indicates whether the summary row requires approval and, if it does, what the current state of approval is. The following options are available:
|
| Approver | The ID of the person authorised to approve the activity, if approval is required. This is either the approver of the project task or, if no approver is assigned to the project task, the project manager. |
| Element | Description |
|---|---|
| ID | The identifier of the task. |
| Summary | A summary of the task. |
| Project | The project associated with this task (or the non-project code indicating that this task is not associated with any project defined to Visma Net. |
| Project task | The particular project task with which this task is associated. |
| Preload from tasks (button) | Creates summary rows based on the selected tasks. |
| Cancel (button) | Discards any task selections and closes the dialog box. |
| Element | Description |
|---|---|
| Add activity | Opens the Activity (CR306010) window, which you can use to create a new activity. After adding a new activity, you can report in the time card any work hours spent on that activity. |
| View | Opens in a pop-up window the Activity (CR306010) window with the details of the selected activity, which you can adjust if the activity has the Open or Cancelled status. This action is applicable only to the time activities created through the Activity (CR306010) window. |
| Date | The date of the record. The default date is defined by the Default date in time cards setting on the General settings tab of the Employee classes (EP202000) window. |
| Type of hour | The type of work time spent by the employee. |
| Job code | This column is only available if the Payroll functionality is enabled in the Enable/disable functionalities (CS100000) window. |
| Shift code | This column is only available if the Multiple work shifts functionality is enabled in the Enable/disable functionalities (CS100000) window. |
| Task | The task associated with the worked hours |
| Project | The project with which the worked hours are associated. This column is only available if the Project accounting functionality is enabled in the Enable/disable functionalities (CS100000) window. |
| Project description | The description of the project. |
| Project task | The project task associated with the worked hours. This column is only available if the Project accounting functionality is enabled in the Enable/disable functionalities (CS100000) window. |
| Project task description | The description of the project task. |
| Appointment no. | This column is only available if the Service management functionality is enabled in the Enable/disable functionalities (CS100000) window. |
| Customer no. | This column is only available if the Service management functionality is enabled in the Enable/disable functionalities (CS100000) window. |
| Employee line ref. | This column is only available if the Service management functionality is enabled in the Enable/disable functionalities (CS100000) window. |
| Service | This column is only available if the Service management functionality is enabled in the Enable/disable functionalities (CS100000) window. |
| Time | This column is only available if the Service management functionality is enabled in the Enable/disable functionalities (CS100000) window. |
| Time spent | The time the employee spent on the project and task. |
| Invoiceable | A check box that indicates (if selected) that the work hours are by an authorised person. |
| Invoiceable time | The invoiceable time for the employee. |
| Invoiceable OT | The invoiceable overtime for the employee. |
| Summary | The description of the record. |
| RH | The regular work time the employee spent on the project and task. |
| OT | The overtime the employee spent on the project and task. |
| OT mult. | The value by which the employee cost for this earning type is multiplied when the time activity is released. |
| Approval status | The value by which the employee cost for this earning type is multiplied when the time activity is released. |
| Day | The status of the time activity record, which is one of the following:
|
| Case ID | The ID of the case associated with the activity. |
| Contract ID | The ID of the contract associated with the activity. |
| Element | Description |
|---|---|
| Project | The project on which the material has been used. This column is available only if the Project accounting functionality is enabled in your system in the Enable/disable functionalities (CS100000) window. |
| Project task | The project task on which the material has been used. Cancelled project tasks cannot be used in time cards. This column is available only if the Project accounting functionality is enabled in your system in the Enable/disable functionalities (CS100000) window. |
| Item ID | The ID of the material in the Inventory workspace. |
| Description | The description of the material. |
| UoM | The unit of measure used for the material. |
| Mon. | The quantity of the material used on Monday. |
| Tue. | The quantity of the material used on Tuesday. |
| Wed. | The quantity of the material used on Wednesday. |
| Thu. | The quantity of the material used on Thursday. |
| Fri. | The quantity of the material used on Friday. |
| Sat. | The quantity of the material used on Saturday. |
| Sun. | The quantity of the material used on Sunday. |
| Total qty. | The total quantity of the material that was used. |