Using TimeTrack History

You can view the history of committed TimeTrack payroll transactions. This is helpful for reviewing the work performed by an employee on a job or service call. You can view committed transactions in the Time Card History window and by printing TimeTrack history reports.

Setting up TimeTrack history

To maintain TimeTrack history, you must mark the appropriate setup option.

1. Choose Microsoft Dynamics GP > Tools > Setup > TimeTrack > Setup Options.
2. In the Miscellaneous Items section, mark the Maintain History checkbox.
3. Choose Save.

Viewing the time card history window

The Time Card History window is a view-only version of the Time Card Entry window.

1. Choose Inquiry > TimeTrack > History.
2. Enter a batch ID. Only batches that include committed transactions are available. You can use the expansion button in the Batch ID field to select an employee and week-ending date associated with this batch.
3. If the Employee ID field is blank, enter an employee ID. Only employees associated with the selected batch are available. You can use the expansion button in the Employee ID field to select a week-ending date associated with this employee and batch.
4. The week-ending date appears in the Week Ending field based on setup options. You can edit this field. The transactions for the selected batch appear at the bottom of the window.
5. To view information for an individual transaction, double-click a transaction. The information appears in the upper portion of the window.
6. To print an Employee Weekly Time Edit List, click the printer button. This list contains information for all transactions displayed in the Time Card History window.
7. Choose OK to close the window. You can access the following history windows from the Time Card History window:
   • View Payroll Fields window
     To open the View Payroll Fields window, click the expansion button in the Pay Codes field.
   • Time Sheet Certified History window
     If a transaction is associated with a certified payroll job (as indicated by a marked Certified Payroll checkbox), click the expansion button in the Hours field to open the Time Sheet Certified History window.
   • Notes History window
     If a note is attached to a transaction (as indicated by a yellow notepad button), click the notepad button in the Transaction Number field to open the Notes History window.

Using TimeTrack history reports

TimeTrack history reports contain committed transaction information and provide the ability to print history notes for committed transactions.

Transaction history report

The Transaction History report contains a list of committed labor and/or expense transactions. For each transaction, the report contains the employee name, transaction number, job number/service call, cost code, pay code, hours, and total amount.

1. Choose Reports > TimeTrack > Transaction History.
2. Choose a product from the Product drop-down list. The default is ALL.
3. Choose whether to include labor transactions, expense transactions, or both in the report. The default is both.
4. Choose a range type from the Ranges drop-down list. You can print transactions by employee ID, job number/service ID, or week-ending date. Use the lookups in the From and To fields to specify a range. If you are using Equipment Management with TimeTrack and you selected WO-EQS as the product type, choose Job Number/Service Call ID as the range, then select the workorders in the From and To fields.
5. Choose Insert >>.
6. Choose Print.

History notes

History notes are notes from committed transactions.

1. Choose Reports > TimeTrack > History Notes.
2. Choose a product from the Product drop-down list. The default is ALL.
3. Choose a range type from the Ranges drop-down list. You can print notes by job number/service ID, author, or modified date. Use the lookups in the From and To fields to specify a range.
4. Choose Insert >>.
5. Choose Print.