Timesheets - Technician Invoices

Timesheets

A timesheet is essentially an invoice designed for technicians, which functions in a manner similar to a vendor invoice. This contains the same line item class that can be added by the user like a traditional vendor invoice. However, if the user selects "Labor" or "Travel" line item classes, they will have to add a Work Date.

Important: It should be noted that each technician assignment has only one timesheet associated with it. The user will get an error message if attempts to add an invoice through the Assignment hamburger icon.

Additionally, the user will get a "blank" Vendor Invoice Assignment drop-down if they try adding through the Proposals & Invoices.

 

How to access and approve Timesheets

• Work Order- navigate to Work Orders grid > Proposals & Invoices (or Accounting) > Vendor Invoices tab. This refers to the invoices associated with a Technician’s Work Order Assignment.

• Time Entry grid - navigate to Time Entry grid > Time Sheets > Double-click a technician Timesheet to look at the line item details. From here, the user can edit the line items by simply double-clicking them without going back to the technician’s assigned Work Order.

Double-click the Line Item to update and then the side panel will appear.

Make sure to hit SAVE after making the necessary updates.

The user can also access the Proposals & Invoices (or Accounting) by clicking the linked Work Order.

 

 

Timesheets are reportable using the Fexa Reports tool. See below for a break down:

"Technician Timesheet Report"

Data Source: Invoice

Possible Linked Data Sources: Assignment, Store, Vendor

Possible Columns:

Store Identifier

Assignment Created Date

Assignment Date Completed

Assignment Work Order ID

Vendor Company

Assignment Invoice Reference Numbers

Subcontractor Invoice Labor Total

Subcontractor Invoice Material Total

Subcontractor Invoice Travel Total

Subcontractor Invoice Shipping Total

Subcontractor Invoice Other Total

Subcontractor Invoice Tax

Subcontractor Invoice Sub Total

Subcontractor Invoice Total

Assignment Status

Subcontractor Invoice Status

 

Another option is the work period Data Source:

"Work Period Report"

Data Source: Work Period

Linked Data Source: Vendor

Columns:

Vendor Company

Work Period ID

Work Period Start Date

Work Period Sunday

Work Period Monday

Work Period Tuesday

Work Period Wednesday

Work Period Thursday

Work Period Friday

Work Period Saturday

Work Period Total Hours