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How to Create, Edit or Remove Timesheet Types for Company Rates?

If you have administrator rights you can easily Create, Edit or Delete Timesheet Types for Company Rates: 

  1. Go to the General Setting and click Company Rates in the left-hand menu.
  2. Click the Settings button image-png-May-03-2023-02-30-26-9875-PMon the rates table.
  3. The window Timesheets Types will be opened:

Rates EN_1

Once the Timesheet Types window is opened, you can easily:

  1. Add new Timesheet Types.
  2. Edit existing Timesheet Types.
  3. Remove Timesheet Types.

1. How to Add new Timesheet Type?

  1. Click the [+ ]button.
  2. Enter Type name. 
  3. Enter Description.
  4. Mark the checkbox Copy rates from existing type if you want to copy the rate.
  5. Or enter the Rate manually.
  6. Click the button Add:
    Rates EN_2

The new Timesheet Type will be displayed on Timesheets Types table. The last step - click the button Save:

Rates EN_3

2. How to Edit Timesheet Type?

Click on the selected  Timesheet Type name or Description and edit it (1). After changes click the button Save (2):

Rates EN_4

How to Edit Rates read here.

3. How to Remove Timesheet Type?

  1. Click the three dots button image-png-May-03-2023-12-57-29-2095-PM next to the selected Timesheet Type and click the button Delete.
  2. Click the button Save to save your changes:

Rates EN_5

 

Note: Only account Administrator can access Company Rates and Create, Edit or Delete Timesheet Types.

Read more about Company Rates Settings.

 

We hope this will help you to start using it smoothly. If you have any questions or feedback, please feel free to contact us via support@amberlo.io. We are always happy to hear from you!