Field descriptions: Fill out timesheets

Employee

Only available to project managers or supervisors who can fill out other people's timesheets.

Begin date

The begin date of the timesheet.

Timesheet dates adjust to match the start of the week.

End date

Populates automatically based on the Begin date entered here and Reporting period set up within the Company application.

GL post date

Defaults to the timesheet End date.

If the End date falls within a closed GL period, the GL post date automatically defaults to the first day of the next open GL period.

In Staff timesheets, this field is editable only if the period is closed. You can then edit the GL post date to any open GL period.

Description

Enter a description for the timesheet.

Maximum 400 characters.

Attachment

Select the dropdown to attach a supporting document. Or you can select View in the dropdown to view or print the attachment file.

Attach any type of file to the transaction, including scanned images, spreadsheets, or word-processor documents. Attached files are uploaded for permanent, safe storage. Your attachment folder is for your exclusive use.

Your admin might have already set up a folder for your attachments. Or you can set up a folder in your preferences.

Learn more about creating a structure that contains documents and uploading their attached files in Attachment folders.

State

This field appears only when you edit or view a timesheet.

The state of the timesheet. Displays one of the following options:

• Approved: The entire timesheet is approved.

• Declined: The entire timesheet is declined.

• Submitted: The timesheet is submitted for approval.

• Draft: The timesheet is saved as a draft.

• Partially approved: The timesheet includes a combination of approved and declined time entries with submitted time entries.

• Partially declined: The timesheet includes a combination of declined and approved time entries with submitted time entries.

Draft & continue

Displays the following options:

• Draft: Select to save the timesheet as a draft.

• Draft & continue: Select to save and continue working on the timesheet.

• Draft & new: Select to save the timesheet and create a new one.

Submit

Submits the timesheet for approval.

Duplicate

This button appears only when you edit or view a timesheet.

Duplicates the timesheet to create a new one.

Cancel

Cancels creating or editing the timesheet.

More actions

Displays the following option:

• Table size: Select to modify the Time entries table size.

Print to

This button appears only when you edit or view a timesheet.

You can print the timesheet as the following options:

• PDF: View and download as a portable document format (PDF) file.

• XML: View and download as an extensible markup language (XML) file.

Project

The project associated with the employee.

Task

The task associated with the employee.

If you've associated the dimension Class with tasks, and set a class alias for this task, Class is automatically defaulted when you enter the task name here.

Cost type

Select a cost type associated with the timesheet entry.

Cost types simplify the process of capturing and categorizing project cost detail at the cost and estimate level.

For more information, go to Cost type dimension overview.

Time type

Select a time type to categorize the time.

Each company's time types can differ, but might include salary, contract hours, overtime, vacation, travel time, and so on.

Learn more about time types.

Employee position, Labor class, Labor shift, and Labor union

Select an employee position, labor class, labor shift, or labor union associated with the timesheet entry.

This ensures that project contract billing accurately reflects the bill rate and markup for their entries. For more information, go to Add user-defined timesheet entries.

Billable

Select to bill this line item to the client.

This allows Intacct to properly track and invoice for billable hours worked.

Department

Select a department that the employee works in, if applicable.

The department populates automatically based on the employee record or project. You can override the choices.

Location

Select a location where the employee works, if applicable.

The location populates automatically based on the employee record or project. You can override the choices.

Hours field for each day

Enter the number of hours worked on each day.

You can specify up to 6 characters, numbers only. This will produce an error if your company has set minimum or maximum hour limits and you record hours outside of those limits.

Double-clicking the number of hours brings up another page where you can enter a description of the time, and associate the time with a particular vendor or class.

Plus icon (+)

Select to add a timesheet entry.

Trash icon ()

Select to remove a timesheet entry.