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Comprehensive Guide to Timesheet Management and Billing Adjustments in Excel

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This guide provides an overview of the Time Adjustment of Timesheet module, detailing the main interface features such as filters for employee ID, UCI, and pay period. It covers data export to Excel, print preview options, and sorting functionalities. Users will learn how to save grid preferences and reset layout settings. The guide explains how to make basic changes to timesheets, including billing adjustments according to location and service specifics, with clear instructions on updating records and documenting changes effectively.

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Comprehensive Guide to Timesheet Management and Billing Adjustments in Excel

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  1. Time Adjustment Of Timesheet module

  2. Filters

  3. Main Interface Export to Excel Print Preview Sorting Filter contains Filter Clear To save the preference on this grid To set the layout back to factory

  4. Filter data by Employee Id and name Filter data by UCI and name Filter data by Pay period, Employee Branch Office and name After entering data run the search query by clicking the button “Search” and selecting the “Year” and “Month” to search.

  5. Changing Basic Info of timesheet Select a Time to make basic changes to the timesheet

  6. Timesheet Billing Changes Billable period can be selected using two drop down menus “From” and “To. Billing changes can be made in the timesheet according to “Location” “Address 1” “Address 2” “City” “State” “Zip”. After changes have been made, the “Update” button will update the changes. A user can select “Services” and write the reason of changes

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