Timesheet Management

1. Timesheet Overview

• Q: What are the key features of the Timesheet module?
  A: The Timesheet module supports creating, editing, deleting, submitting, approving, and exporting timesheets. Users can manage their timesheets via web, mobile, and Office plugins.

2. How to View the Timesheet List?

• Q: How can I view today's timesheets?
  A: Log in and navigate to the "Timesheet" page. The default view shows all statuses for today’s timesheets.

• Q: What views are available?
  A:

  1. Day View: Displays all timesheets for the current day.
  2. Week View: Shows weekly statistics on the right navigation bar.

3. How to Use Timer Features?

• Q: How do I start a timer in the web version?
  A:

  1. Click the timer button in the matter details page to associate it with the current matter.
  2. Use the timer icon in the navigation bar to start a quick timer, and save it as a timesheet when completed.

• Q: Does the mobile app support timers?
  A: Yes.

  • iOS: Download from the App Store.
  • Android: Download from the official website.

• Q: How do I use the timer in Office plugins?
  A: For example, in Word:

  1. Open the "Start" menu, search for Matteroom, and install the plugin.
  2. Log in, then click the "+" icon to start a timer.

4. How to Create, Edit, and Delete Timesheets?

• Q: How do I create a timesheet?
  A:

  1. Click "Create" and fill in the required fields (e.g., client, matter, activity code).
  2. Set the date, start time, and end time, then click "Save".

• Q: How do I edit a timesheet?
  A: Click "Edit" from the list or the details page.

• Q: How do I delete a timesheet?
  A: Select "Delete" from the list or details page, then confirm.

5. How to Submit and Approve Timesheets?

• Q: How do I submit timesheets?
  A: Save the timesheet as "Draft", then submit it via the list or details page.

• Q: What is the approval process?
  A:

  1. Approvers receive notifications and can choose "Approve" or "Reject".
  2. Bulk approval is also supported.

6. How to Move Timesheets to Another Matter?

• Q: Can timesheets be transferred to another matter?
  A: Yes. Select the timesheets, click "Move", choose a new matter, and confirm.

7. How to Filter and Search Timesheets?

• Q: What filtering options are available?
  A: Filters include client, matter, description, time range, status, etc., and can be combined.

• Q: How does the search function work?
  A: Click the search button, select a field (e.g., client), and enter keywords.

8. How to Export Timesheets?

• Q: Can I export timesheets?
  A: Yes. Apply filters, select timesheets, and click "Export" to generate an Excel file.