1 What s New in Office Timesheets Version 4 C o p y r i g h t L o o k o u t S o f t w a r e, L L C

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1 1 What s New in Office Timesheets Version 4 C o p y r i g h t L o o k o u t S o f t w a r e, L L C

2 Table of Contents Time Entry Speed... 4 Microsoft Internet Explorer Version 9 Support... 4 QuickBooks Sync Improvements... 4 Map/Sync QuickBooks Classes... 4 Item Selection Filters... 5 Timesheet Templates... 6 ADD COMPANY LOGO... 7 GENERIC IMPORT/EXPORT... 8 Add Fixed setting for Markup/Mark down field... 8 VIEW SHEETS... 9 Go to Today Control on Time/Expense Views (Timesheet, Day, Time Clock and Expense)... 9 Require Time Entry Notes Multi-select option for Employee Selection button/dialog Adjustable task list columns Timesheet View Timesheet columns always starts on "X" day Entry tabbing in the Timesheet view for faster timesheet entry View Criteria Show current and Show/Current future now work without requiring From/To dates Mass Update Multi-select Element Items (using Shift and/or Ctrl) Add {Null} or {No Selection} element selection options Undo Last Mass Update Add Tasks Save & New Multi-select Element Items when adding Tasks Copy Tasks Undo Last Copy Task Function Multi-select Element Items {Null} or {No Selection} option for Element Selections What s New in Office Timesheets Version 4 C o p y r i g h t L o o k o u t S o f t w a r e, L L C

3 Delete Tasks And Entries Multi-select Element Items {Null} or {No Selection} option for Element Selection Undo Last Delete Tasks and Entries Function APPROVAL PROCESS Submit timesheets for future periods Recurring Overdue Timesheet Notifications Setting and Employee as Inactive Removes from them from Approval Process Timesheet Approval Notes SYSTEM CONFIGURATION Support for SSL connections REPORTING New Detail Reports What s New in Office Timesheets Version 4 C o p y r i g h t L o o k o u t S o f t w a r e, L L C

4 Time Entry Speed One of the first things your users will notice about Office Timesheets Version 4 is the speed at which time entries are written to the database. Comparatively speaking, we ve seen a 400% increase in speed when making time entries in our labs, and we re sure your users will notice the difference too. Microsoft Internet Explorer Version 9 Support Office Timesheets v4 has been coded and optimized for Internet Explorer Version 9. QuickBooks Sync Improvements Map/Sync QuickBooks Classes Office Timesheets now includes the ability to map and sync QuickBooks classes. If you do not wish to map and sync the Class list from QuickBooks you can simple turn off the option (see Item Selection Filters below). 4 What s New in Office Timesheets Version 4 C o p y r i g h t L o o k o u t S o f t w a r e, L L C

5 Item Selection Filters The new select items filter allows you choose which items you wish to import from QuickBooks (this allows you to filter out items from QuickBooks that you don t want to import into Office Timesheets). For example, we ve found that typically Office Timesheets users that sync vendors only need one or two from their list of active vendor list to sync into Office Timesheets. The new item selection filter allows you to do just that, but not with just the Vendor/Employee list, but at all item levels Employees Vendors Customers Jobs Service Items Payroll Items Classes (New to Office Timesheet v4 QuickBooks Sync) 5 What s New in Office Timesheets Version 4 C o p y r i g h t L o o k o u t S o f t w a r e, L L C

6 The new Items Filters also allows you to choose whether or not you wish to sync a particular item list. For example, if you do not wish to sync Payroll Item lists from QuickBooks you can simply turn it off. Timesheet Templates The new Timesheet Templates feature allows you layout a list of tasks and copy them to Employees, Employee Groups and/or other Timesheet Templates. To ensure project success many companies or organizational departments use a standardized set of phases and tasks for most of their project. The Timesheet Templates feature allows you to layout your organization s standardized task list for projects so you can more quickly pick and choose which of those tasks will be used on selected projects; and then assign those project tasks to employee more quickly and efficiently. Most organizations also need a standardized set of non-project related tasks placed on their employee timesheets such as general administrative task codes (training, internal meetings, etc.); paid and nonpaid leave tasks codes (vacation, sick time, maternity leave, etc.); and more. Timesheet Templates is a great feature for managing these standardized tasks; and allows you to copy them to a new employee s timesheet in a matter of seconds. 6 What s New in Office Timesheets Version 4 C o p y r i g h t L o o k o u t S o f t w a r e, L L C

7 There are many features and options surrounding Timesheet Templates. Please refer to topic Timesheet Templates in the new Office Timesheets Installation and User s Guide. ADD COMPANY LOGO The Company Information panel has now been updated to include the ability to add your own Company Logo to the Office Timesheets interface. Once uploaded, logo would appear as 7 What s New in Office Timesheets Version 4 C o p y r i g h t L o o k o u t S o f t w a r e, L L C

8 GENERIC IMPORT/EXPORT Add Fixed setting for Markup/Mark down field When importing and exporting expense entries, under Mapping Template Editor, there is now an available field for the Fixed/Percentage setting. For example, now if you export expenses that use a Fixed setting for Markup/down, edit them in a spreadsheet, you can then re-import them, keeping the Fixed/Percentage setting on import. 8 What s New in Office Timesheets Version 4 C o p y r i g h t L o o k o u t S o f t w a r e, L L C

9 VIEW SHEETS Go to Today Control on Time/Expense Views (Timesheet, Day, Time Clock and Expense) Office Timesheets Version 4 now includes a Go to Today button in the calendar bar on the Timesheet, Day, Time Clock and Expenses view. This allows users to navigate to a timesheet view with today s date with a single click. 9 What s New in Office Timesheets Version 4 C o p y r i g h t L o o k o u t S o f t w a r e, L L C

10 Require Time Entry Notes Office Timesheets Version 4 now includes an option that forces users to enter notes for all time entries. When this option is enabled, Office Timesheets will not allow a time entry to be saved by a user without entering notes. An Office Timesheets user is prompted to enter notes for a time entry when user s security policy has the Require Time Entry Notes option checked. Multi-select option for Employee Selection button/dialog Multi-select function (Ctrl+Click) is now enabled in the Employee Selection dialog. 10 What s New in Office Timesheets Version 4 C o p y r i g h t L o o k o u t S o f t w a r e, L L C

11 Adjustable task list columns Office Timesheets now allows each user to adjust each task element column s width to their personal preference. To adjust a particular column s width simply point your mouse at the task element column s divider in the column header, and while pressing down your mouse button, expand the column to its desired width by dragging left or right. 11 What s New in Office Timesheets Version 4 C o p y r i g h t L o o k o u t S o f t w a r e, L L C

12 Office Timesheets will save each user s task element column width settings until they are changed by the user again. Timesheet View Timesheet columns always starts on "X" day Office Timesheets now includes the ability to always start the timesheet view on a selected day of the week (example: Monday) regardless of what date is selected in the date picker (calendar) on the timesheet view. For example, if user selected a date which falls on Wednesday timesheet will start on Monday of the same week of the selected date. 12 What s New in Office Timesheets Version 4 C o p y r i g h t L o o k o u t S o f t w a r e, L L C

13 Entry tabbing in the Timesheet view for faster timesheet entry Using Tab key navigates the timesheet s active cell cursor from right to left and down to the next row at end of each row. For example, if you enter 1 in a selected time entry cell and hit Tab key the entry is saved and the active cell become the cell directly next to (to the right of ) the previously selected cell. View Criteria Show current and Show/Current future now work without requiring From/To dates The Use dates feature in the Sheets View Criteria no longer requires From and To date selections. Now, if Use Dates is checked, and no From/To dates are selected, tasks will be filtered from the Timesheet view whose start and due date do not fall within the current reporting period. Mass Update 13 What s New in Office Timesheets Version 4 C o p y r i g h t L o o k o u t S o f t w a r e, L L C

14 Multi-select Element Items (using Shift and/or Ctrl) Multi-select Element Items (using Shift and/or Ctrl) are now available in Office Timesheets Mass Update function. Thus, if a user has selected 2 values at one element level and 3 values for another element level then Office Timesheets will update 6 tasks for each selected employee and/or template. Add {Null} or {No Selection} element selection options Office Timesheets Version 4 now includes {Null} and {No Selection} options for Element Selection in the Mass Update function. Undo Last Mass Update Office Timesheets has the ability to undo the last mass update routine you ran. Simply navigate to the Mass Update page and click the Undo Last update button and the Mass Update performed will be reversed from the database. 14 What s New in Office Timesheets Version 4 C o p y r i g h t L o o k o u t S o f t w a r e, L L C

15 Add Tasks Save & New The Office Timesheets Edit Task dialog s Save as new function has been changed to Save as Copy. The Save as Copy function will allow you to open an existing task, make employee/element item changes, and save an entirely new task from an existing task. We ve also added a new function called Save & New. When you create a new task or edit an existing task and use this function, Office Timesheets will save the task and will re-open the task dialog for creating a new task with the same selected elements. 15 What s New in Office Timesheets Version 4 C o p y r i g h t L o o k o u t S o f t w a r e, L L C

16 Multi-select Element Items when adding Tasks When adding tasks Office Timesheets now allows you to use the multi-selection function for element items (Shift and/or Ctrl). For example, if you select 2 values for one element level and 3 values for another element level with one employee selected you would create a total of 6 tasks. Copy Tasks Undo Last Copy Task Function Office Timesheets Version 4 now includes the ability to undo the last copy task routine you ran. To undo your last copy task routine simply navigate to the Copy Tasks page and click on the Undo Last Copy button. 16 What s New in Office Timesheets Version 4 C o p y r i g h t L o o k o u t S o f t w a r e, L L C

17 Multi-select Element Items Office Timesheets Copy Task page now includes multi-select functions (using Shift and/or Ctrl). For example, if you select 2 values at one element level and 3 values for another element level then you would be copying 6 tasks for each employee or template. {Null} or {No Selection} option for Element Selections Office Timesheets Version 4 now includes the option to choose {No Selection} at a one or more element levels when copying tasks. Delete Tasks And Entries Multi-select Element Items Office Timesheets Delete Tasks And Entries page now includes multi-select functions (using Shift and/or Ctrl). For example, if you select 2 values at one element level and 3 values for another element level then you would be deleting 6 tasks for each employee or template. {Null} or {No Selection} option for Element Selection Office Timesheets Version 4 now includes the option to choose {No Selection} at a one or more element levels when deleting tasks and entries. Undo Last Delete Tasks and Entries Function 17 What s New in Office Timesheets Version 4 C o p y r i g h t L o o k o u t S o f t w a r e, L L C

18 Office Timesheets now allows you to undo your last Delete Tasks and Entries function. To undo your last Delete Tasks and Entries function simply navigate to the Delete Tasks and Entries page and click on the Undo last delete button. APPROVAL PROCESS Submit timesheets for future periods Office Timesheets Version 4 now allows timesheets to be submitted and approved for up to two (2) future timesheet reporting periods. Previous versions of Office Timesheets did not have the ability to view and/or submit future timesheet periods in the Employee Approval dialog box. Recurring Overdue Timesheet Notifications Office Timesheets Version 4 now sends recurring overdue timesheet notification s. The reminder will recur every 24 hours as long as the timesheet status remains overdue. 18 What s New in Office Timesheets Version 4 C o p y r i g h t L o o k o u t S o f t w a r e, L L C

19 Setting and Employee as Inactive Removes from them from Approval Process Setting an employee as Inactive removes them from the approval process (including notifications and approval dialogs). Timesheet Approval Notes Office Timesheets Version 4 allows employees and managers to make approval notes on timesheet submissions. For example, a manager can makes notes on an employee s timesheet as to why their timesheet was rejected. SYSTEM CONFIGURATION Support for SSL connections Office Timesheets configuration now supports SSL connections. REPORTING New Detail Reports Several new detail report templates have been added to Office Timesheets Version What s New in Office Timesheets Version 4 C o p y r i g h t L o o k o u t S o f t w a r e, L L C