This Help Article covers:
Timesheet Codes are used for categorising time when entering into Katipolt, depending on the Timesheet Code and its Category, time entries can be used for different things in Katipolt.
Timesheet Codes create a Labour "Staff Product" for each Code/Staff Member, the Timesheet Code combines with the Staff Member's "Labour Short Code" to create a unique "Product Code". I.E. Labour Short Code "ABC" + Timesheet Code "100" = "ABC100".
Timesheet Codes have two types, System and User;
System – you cannot edit the Labour Suffix or Category as they are used by the system
User – you can edit all fields as they are yours
Timesheet Codes Categories;
Normal – Allows entry of a Job Number, displays on Job P&L Reporting and can be pulled to a Sales Invoice on [Get Costs]
Overtime - Allows entry of a Job Number, displays on Job P&L Reporting and can be pulled to a Sales Invoice on [Get Costs]
Leave – Displays aggregated on Timesheet reports
Non Billable (Downtime) - Displays aggregated on Timesheet reports
Other - Displays aggregated on Timesheet reports
⚠️ NOTE: All entries of the same Category aggregate up to the summary line for the Staff Member in Pay Periods.
To Add a Timesheet Code
Quick Flow:
Company Settings Side Menu
More/Timesheet Codes Top Tab
[EDIT]
[+ADD]
Labour Suffix
Category
Short Description
Description
Labour Related
Visible in App
[SAVE]
1. From Company Settings, Press the More/Timesheet Codes Top Tab, then Press the [EDIT] button to launch the Timesheet Code Add/Edit Popup
2. From the Timesheet Code Add/Edit Popup, Press the [+ADD] button to display a new Timesheet Code Line, then;
Enter a Labour Suffix - Combines with a Staff Member’s “Labour Short Code” to give a “Unique Code” for each Staff Member’s time entries
Select a Category – Used for aggregating time and setting the attributes
Enter a Short Description – Displays with the Staff Member's “Name” in the Description field of an Invoice PDF line
Enter a Description – Displays with the Staff Members “Unique Code” in the Code field of Timesheet's Pay Period
💡 TIP: If you only want to display the Staff Member's Name on the Sales Invoice PDF line leave the "Short Description" field blank.
3. Then select an attribute for the Timesheet Code;
Labour Related – Displays on Job P&L Reporting and can be pulled to a Sales Invoice on [Get Costs]
Global – Indicates if a Timesheet Code is a System (ticked) or User (not ticked)
Visible In App – Displays in the Katipolt Mobile App for selection in the "Type* field"
4. When finished, Press [SAVE]
💡 TIP: If you select Category “Non-billable” and then tick “Labour Related” and “Visible In App”, when Staff enter Non-billable time from the Katipolt Mobile App, if entered from a Job you will be able to see from what job on the Katipolt Desktop and edit if wanted:
To Edit a Timesheet Code
Only “Staff Products” created by you can be edited.
Quick Flow:
Company Settings Side Menu
Staff Top Tab
Staff Products Expandable Section
Code
Edit
[SAVE]
1. From Company Settings, Press the Staff Top Tab to display the Staff Products Expandable Section
2. From the Staff Products Expandable Section's Staff Product List View, Press on the Code of the Staff Product to be edited to display the Product Window
3. From the Product Window, Edit as required, then Press [SAVE]
💡 TIP: Editing the “Trade Price” means that this value will be used when a Price Rule is selected where the Product Category “Katipolt Staff Labour Per Hour” Rule is set to “Trade”.
⚠️ NOTE: The “Cost Price” is non-editable and will always follow the “Pay Rate Cost” entered/calculated for the Staff Member.