In our last entry, we were discussing how weekly timecard entry works with the new web apps for Microsoft Dynamics SL. These apps give your staff browser-based access to view and enter data into Microsoft Dynamics SL through a tablet, smartphone, or desktop machine. Users can record their weekly hours anytime, anywhere. Today we’re going to delve a little more deeply into how weekly timecard entry works in the web apps for Microsoft Dynamics SL.
In our last entry, we talked about selecting a current project from a list in the Timecard Entry window for recording hours. You can also enter a new project by simply clicking the “New” line at the bottom of the screen. Click the icon next to the Project field to look up the correct project from a list. Click the icon next to the Task field, and select the correct task (presumably the first one). Other fields will be automatically populated when you make these selections. If there is a subtask associated with the current task, click the icon next to the Subtask field to select the correct one. There is an optional Union Code field at the bottom.
If you use shift to enter time, there is a Shift field below the union information. Click the icon next to the Shift field to select a shift (first shift, second shift, etc.). Below that, you will see whether or not this project requires line item approval by a manager. Click Save, and the project will now be listed on your Timecard Entry window. You can now enter time worked for the project as per last week’s blog entry.
Click on the Report button at the upper right of the Timecard Entry window to review your timecard. You can print the timecard as well. If you need to edit your timecard, you must do so before setting the status to Completed. If you’re all good, go ahead and set the status to Completed, and click Save.