Timekeeping List View
- A timekeeping system is a tool or method used to record, track and manage the time that employees work.
- It makes sure that work hours, overtime and attendance are calculated accurately.
- The data collected is used for payroll, compliance with labour laws, performance tracking and related functions.
- In QuickEasy BOS, the Timekeeping module can track both work and travel.
- Timekeeping can be recorded from the desktop app or the Mobile App.
- When timekeeping records are started or stopped on the desktop app, the following rules apply:
- Projects: If the logged-in user and the project’s resource differ, timekeeping records are linked to the resource, not the user.
- Production: If the logged-in user and the operator differ, timekeeping records are linked to the operator, not the user.
The list view shows a list of timekeeping records.
Buttons Explained
| Button | Description |
|---|---|
| View | Generates a list of entries as per the selected data filters. |
| Arrow on View Button | Includes additional view filters and an option to reset the filters:
|
| New | Creates a new timekeeping entry. |
| Output | Prints, previews or emails the output if Output Templates are set up for the module. Export: Exports the list in .xlsx, .htm or .csv format. |
| Actions |
|
| Menu | Settings |
Filters Explained
Info
If any filters are active, they appear in a blue bar at the top of the screen.
| Filter | Description |
|---|---|
| Module | Select a module code from the dropdown list to view only the entries linked to that module. The other filters are ignored. |
| No. | Enter a number to view only the entries linked to that document number in the selected Module. A module must be selected first; otherwise, the message “Please select a Module.” appears. |
| Set | A dropdown list with date options (e.g. No Date, Today, This Year). |
| Navigational Arrows | Adjusts the date in the direction of the arrow. |
| Date … to … | Select or enter your own dates. |
| Resource | Select All or a specific resource from the dropdown list. |
| Company | Select All or a specific customer or supplier account from the dropdown list. |
| User | Select All or a specific user from the dropdown list. |
| Status options | Checkboxes. Only entries with the checked statuses appear. If no boxes are checked, all the entries appear. |
Fields Explained
| Field | Description |
|---|---|
| Field Chooser (*) | Add or remove columns. |
| ID | The system-generated number for the entry. |
| Trans ID | The system-generated number for the linked transaction. |
| Contact ID (Entity) | The system-generated number for the linked entity. |
| Contact ID (Resource) | The system-generated number for the linked contact selected as the resource. |
| Status | The current status of the entry. |
| Status Note | The note or instruction for that status. |
| Type | The type of timekeeping record:
|
| Link | The code, number and task description of the linked document. |
| Trans No. | The code of the linked transaction’s Transaction Type and the transaction number. |
| Project Task No. | The ID number of the linked project task. |
| Production Task No. | The ID number of the linked production task. |
| Company | The name of the customer or supplier. |
| Reference | The reference entered or selected for the timekeeping record. |
| Rate (Work) | The hourly rate for work. |
| Rate (Km) | The rate per kilometre for travel. |
| Resource | The resource linked to the timekeeping record. |
| Account (Sales) | The general ledger account used to invoice customers for time (mostly used in service industries). |
| Tracking | The type of activity that was tracked (e.g. Work, Travel). |
| Date Start | The start date of the timekeeping record. |
| Time Start | The start time of the timekeeping record. |
| Time End | The end time of the timekeeping record. |
| Travel Start | The start time of the travel, if applicable. |
| Travel End | The end time of the travel, if applicable. |
| Odometer Start | The start odometer reading. |
| Odometer End | The end odometer reading. |
| Hours | The duration of the timekeeping record in hours. |
| Total (Work) | The total time worked. If an hourly cost is filled in for the person under Staff Attributes, the rate is filled in automatically on the timekeeping record and used in the calculation. |
| Total (Km) | The total distance travelled in kilometres. |
| Total (Travel) | The total time travelled. |
| Created | The date on which the entry was created. |
| Updated | The date on which the entry was last updated. |
| Updated By | The user who last updated the entry. |
| Sign (Start) | Checked if the start record was signed. |
| Sign (Stop) | Checked if the stop record was signed. |
 | A submenu (also opened by right-clicking the entry) with these options:
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