Time Entries
Viewing the Time Entry Dashboard
The Time Entries Dashboard defaults to the My Time Entries view to show your time entries. You can change the view by select the view drop-down.
Available views:
My Time Entries: Shows the current user's time entries.
Active Time Entries: Shows the active time entries.
All Time Entries: Shows all time entries; active or inactive.
IMPORTANT:
There are currently no restrictions on the number of hours that can be entered per day. If a user selects a duration of 1 day, this is equal to 24 hours; 2 days equals 48 hours; and 3 days equals 72 hours.
If you are separating travel time and labor time entries, you will need to edit the time entry to update the cost category.
Time entries should never be edited on the service call from the Products and Services tab. Service labor entries and time entries are not linked. Edits made to the service labor line will not update the time entry.
Your ability to view cost fields and tabs depends on the security role assigned to your user ID. To view invoices and purchase orders (from the document hyperlink) in Business Central, you must have access to the platform.
Creating a Time Entry
You can create a time entry from the Time Entries dashboard or from a service call.
To create a time entry:
In the Service Operations sitemap:
Select Time Entries and select New. Or,
Select Service Calls. Select the service call to open the service call record or create a new service call. Select Related > Time Entries. Select New Time Entry.
Complete the following fields as needed.
Start (required): Click in the field and select the date. Then select the start time.
End (required): Click in the field, select the date, and then select the end time. The time field will also automatically update if you enter the duration.
Duration (required): Click the drop-down to select the duration. The duration field will also update automatically if you enter an end time. When entering the duration, when entering hours, you will need to enter the word hours. For example, 2 hours.
Type: Click the drop-down to select the time entry type:
Work
Overtime
Double Time
Absence
Vacation
On Break
Travel
Entry Status: Select the status of the time entry.
Resource (required): This defaults to the current user, however, you can use the lookup to select a different user.
Service Call: Select the service call. Note that closed service calls cannot be selected. If you are created the time entry from a service call, this field is automatically populated.
Appointment: Select the appointment.
Appointment Status: Display-only field that shows the appointment’s status.
Description: Enter a brief description.
External Comments: Enter comments.
Time Off Request: This field is auto-populated with a unique identifier when a time entry is auto-created from a Time Off Request.
Select Save & Close.
Editing a Time Entry
Depending on your user role, you may be able to edit a time entry that has not yet been approved.
In the Service Operations sitemap:
Select Time Entries. Or,
Select Service Calls. Select the service call. Select Related > Time Entries.
Mark the checkbox to the right of the time entry and select Edit or click the Go to Record icon to the right of the time entry.
Edit the record
Select Save or Save & Close.
Approving a Time Entry
A time entry is approved by changing the Entry Status field to Approved. When a time entry is approved, the labor entry is added to the service call. The pay type that is associated with the Work Pay Type in Service Settings is added to the labor entry.
In the Service Operations sitemap:
Select Time Entries. Or,
Select Service Calls. Select the service call. Select Related > Time Entries.
To approve one time entry, you can mark the checkbox to the right of the time entry and select Edit or you can click the Go to Record icon to the right of the time entry.
To approve more than one time entry, mark the checkbox next to each time entry and select Edit.
Update the Entry Status field to Approved.
Select Save.