Time Tickets Weekly Timesheet Entry Fields

There are two types of time tickets: employee time tickets and vendor time tickets. Select either Employee or Vendor to describe who is performing this activity. If you select Employee, this time ticket can be used in payroll entry, when totaling hours worked for the selected payroll period. Both employee and vendor time tickets can be used later in Sales/Invoicing when billing your customers.

Enter or select the employee ID or vendor ID from the lookup list that corresponds to the person performing this activity.

In Time/Expense reports, the Employee/Vendor field is referred to as Recorded by ID.

Click this button to automatically copy last week's Timesheet information for this employee or vendor. Sage 50 will copy in all activities, but leave the time cells empty.

Enter or select a date within the week to be displayed on the weekly time sheet. After you enter a date, Sage 50 will display the week (Monday through Sunday) that includes that date. You can then enter employee or vendor daily durations for that week based on activities selected.

Here you specify for whom or why this activity is being performed. You have three choices:

• Customer: The activity is being performed for a customer who is not associated with an existing job set up in Job Costing.
• Job: The activity is being performed for a job, phase, or cost code set up in Job Costing.
• Administrative: The activity being performed is not associated with a customer or job. For example, you might record bookkeeping time as an administrative activity. Administrative time tickets are automatically given a non-billable billing status. You can change the billing status. However, since no customer or job can be associated with it, administrative tickets cannot be used in Sales/Invoicing.

If this is an employee time ticket, it can be applied in payroll provided the hourly employee is set up to use the Hourly-Time Ticket Hours payment method.

Specify for whom or why is this activity being performed. Enter or select the customer ID or job ID that corresponds to the customer or job for whom this activity is being performed.

Enter or select an activity item. Activity items are used to indicate how time is spent when performing services for a customer, for a job, or for internal administrative work.

Example

If you want to record time spent on a phone conversation with a client, you might set up a Teleconference activity item in the Maintain Inventory Items window. Then, select the Teleconference activity item from the list in the Time Tickets window. You could next record the time spent during the call as billable or non-billable to the client.

There are four billing statuses.

Billable: This ticket is available to include on customer invoices.

Non-Billable: This ticket will not be available to apply to customer invoices. This status is automatically applied if this is an administrative ticket.

Hold: This ticket will not be available to apply to customer invoices until the ticket's status is changed to billable.

No Charge: This ticket will be forced to a zero billing amount. This ticket will be available to apply to customer invoices.

Billing type gives you the flexibility of choosing from multiple billing rates. There are four billing types available for time tickets. Each affects the billing rate and billing amount in a different manner. This field is not available when recording administrative tickets.

• Employee Rate: If this is an employee time ticket and this option is selected, then the billing rate set up in Maintain Employees/Sales Reps will be used when calculating the billing amount.
• Activity Rate: The billing rate set up in Maintain Inventory Items for this activity item will be used for this time ticket. Since activity items can have several billing rates, the customer's default pricing level will determine which billing rate to use. You can choose any of the billing rates established if the default pricing level is not what you want.
• Override Rate: This allows you to enter a desired billing rate, overriding the employee's established billing rate or one of the activity item's multiple billing rates set up in inventory. To override billing rates, you must enter a positive amount.
• Flat Fee: If you want to ignore the duration of the time ticket and charge a single fee for the activity performed, choose this option. The billing rate field is not available when selecting this option. Enter the desired amount to charge for this activity in the Billing Amount field. If you choose this option, the duration will still be available for reporting purposes and payroll entry (provided the employee is set up to be paid based on time ticket hours). Billing amounts (flat fees) must be zero or greater before you can save time tickets.

This is the rate used to calculate the billing amount for the activity being performed on this time ticket. Billing rates must be positive amounts.

• If you select Employee Rate,Sage 50 will use the billing rate set up for this employee in Maintain Employees/Sales Reps. You cannot change the employee's hourly billing rate in the Time Tickets window. You must return to the employee's setup in Maintain Employees/Sales Rep window to do so.
• If you select Activity Rate,Sage 50 will use one of billing (sales price) rates set up in inventory for this activity item. Sage 50 first uses the sales price level set up for the customer associated with this ticket. If you selected Job as the time-ticket type and the job has not been set up for a particular customer, then the first billing (sales price) rate set up in Maintain Inventory Items will be selected.

You can select any of the billing rates listed in the Time Ticket window. If you want to change the billing rate to something other than what is listed, you must return to the activity item's setup in the Maintain Inventory Items window and change the billing-rate levels first.

• If you select Override Rate, you must enter a billing rate in this field.
• If you select Flat Fee, the Billing Rate field will not be available.

If an employee is recording this time ticket, you can select a pay level associated with the employee. Pay levels are set up in Employee Defaults and the rates for individual employees are set up in the Pay Info tab of the Maintain Employees/Sales Reps window. It can be an hourly pay level or salary pay level based on how the employee is set up. If the employee is set up to be paid hourly based on time-ticket hours recorded during the payroll period, the pay level selected here will be used in payroll entry. Pay levels entered here for salaried employees are used for report purposes only.

Time entries are recorded under each daily column of the selected week when an employee or vendor performs the selected activity. Each row represents a single activity, billing type, rate, and amount. Learn more

This is equal to the sum of all time-ticket hours recorded for an activity in a given row.

This is equal to the sum of all time-ticket hours recorded for a given day of the week.