Understanding Time Sheets

A timesheet in software is like a digital clock where you record how much time you spend working on different tasks or projects. It helps you keep track of your work hours and can be used by businesses to pay employees or bill clients accurately.

Adding a Timesheet from the creation page

Navigate to the Bottom Menu > Timesheets.

Click the + Icon button on the top right corner of the page.

Enter all fields as applicable along with all the details of your Time Sheet

After entering all the details, click Save or Save & Exit

Exporting Timesheet 

Navigate to Left Menu > Timesheet 

You will land on the Time Sheet Listing Page

Filter from the LIVE Search / Filter. Now you have filtered data which needs to be exported 

Now go to the Top Right Menu and navigate to Export Timesheets (Down Arrow) 

All your Time Sheets data will be exported as per the Search or Filter

All your Timesheets are Exported from your AntMyERP to Export. file

Note: Export can be done only by the users with permission from the admin.

View Time Sheets

Navigate to Left Menu > CRM Sales > Timesheet 

You will land in Time Sheet Listing Page

Locate the Employee in the Time Sheet list and click on the View option from the Action dropdown menu. Alternatively, you can Right Click on the Time Sheet that you want to View.

Editing Time Sheets

Navigate to Left Menu > CRM Sales > Timesheet 

You will land in Time Sheet Listing Page

Locate the Time Sheet in the Time Sheet list and click on the Edit option from the Action dropdown menu. Alternatively, you can Right Click on the Time Sheet that you want to Edit.

Make the necessary changes to the TimeSheet details.

Save the updated information.

Deleting Time Sheets

Navigate to Left Menu > CRM Sales > Timesheet 

You will land in Time Sheet Listing Page

Locate the Time Sheet in the Time Sheet list and click on the Delete option from the Action dropdown menu. Alternatively you can Right Click on the TimeSheet whom you want to Delete.

Confirm the deletion in the pop-up window.

Note: If a specific Time Sheet is deleted, it cannot be recovered.

Auto Fill of Time sheet from the user transaction

Service Ticket 

Service ticket which is executed via technician mobile app timesheet will automatically capture the log data of the Assignee. Even a timesheet will capture the time for Remote Call Assistance.

Lead

Lead ticket where the remarks are marked in the log time, timesheet will automatically capture the log data of the Assignee

Meeting

For meetings that are created in the Meeting tab, the timesheet will automatically capture the log data of the Organizer.