Step 1: Open Timesheets
TapClick the menu button at the top left of the screen, then Timesheets.TapClick Timesheets in the menu on the left.
Look forthe Timesheets item in the menu
Good to know: Timesheets sits under Time Records in the menu.
Step 2: Choose the pay period
It starts on this fortnight. TapClick a Quick period, such as Last week, or pick the dates yourself.
Look forthe Last week button
Step 3: Everyone, or one person
Leave All Users for everyone, or choose one person.
Look forthe All Users box
Step 4: Read the timesheets
Each person’s card shows their hours day by day, any overtime, and their pay. Total Payable at the top adds everyone up.
Good to know: The pay is before tax. Tax and KiwiSaver are worked out in your payroll system.
Step 5: Add expenses and leave
Tick Include approved expenses and Include approved leave to put those on the timesheets too.
Look forthe Include approved expenses choice
Step 6: TapClick Send to payroll
TapClick Send to payroll, type your accountant’s email (it is remembered for next time), and tapclick Send to payroll again. They get the timesheets as a PDF, a spreadsheet and a QIF file.
Look forthe Send to payroll buttonGood to know: The button then says Sent to payroll for that period, so nobody sends it twice by accident.
Step 7: Or keep a copy
TapClick Export to save the timesheets yourself, as Excel, PDF or QIF, or to email them to anyone.
Look forthe Export button
