Skip to main content

Timesheet - Consultation

Information sheet for the Consultation view of the timesheet

The Consultation view of the timesheet allows you to see an overview of the time entries for the month.

The following interface will be displayed.


Reset filters


Resets the filters selected in the filters section.


Report


Allows you to generate reports reports based on the information displayed in the view.

Note: This option is not available in this view; this is indicated by the greyed-out icon.


Export to Excel


Allows you to export the information displayed in the view to an Excel file.

Note: This option is not available in this view; this is indicated by the greyed-out icon.


Other views of the timesheet


Allows you to switch between the timesheet views.

The view you are currently in is the one greyed-out.

Consultation

Creation

Outlook


Search field


The search field allows you to search through the time entries for the period currently displayed.


Filters configuration


Clicking on the cog icon allows you to select which filters are open by default in the filters section.

Note: The chosen filter configurations will apply to all three views of the timesheets.


Created by


Displays the time entries based on the selected option.

Current user

Displays only your time entries.

User's colleagues

Displays your time entries as well as those of your colleagues (colleagues must be set up in your employee matter).

Employees of the user's office

Displays the time entries for all employees who work in the same office(s) as you.

All

Displays all time entries.


Filters


The filters displayed in this section are those selected in the filter settings.

Note: It is possible that no filters, or fewer filters, may be displayed. Only relevant filters will be displayed, based on the data in the 360 window.

Use the arrow to the right of the filter section to hide the filter section.

If you wish to display the filter section again, click on the arrow to reopen it.


Calendar


Available features:

The "Today" button returns the display to the current date if you have navigated to a month other than the current one.

Use the arrows to navigate between the different months of the calendar. The current month is displayed by default.

To view the time entries for a specific day in detail, simply double-click on one of the rows for the desired day. A window showing all the time entries for that day will appear.


Totals section


Displays the total billable time, the total non-billable time and the total time entries shown.

Did this answer your question?