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1 A script on this page is causing internet explorer to run slowly

Issue: Getting an error on the web time sheet page: A script on this page is causing internet explorer to run slowly Resolution: This is usually a product of having lots of jobs loaded into weekly web timesheet viewer. MSIE throws this ‘error’ when script…

2 Dealing with allocating freelance time and subsequent invoices.

Issue: We have a freelancer in and they add their time to a job in the normal way via web time sheets. When we come to add their purchase invoice onto the system at a later date their time is effectively on the job twice. Is there a better way to add freelance…

3 Holidays - dealing with timesheets

Issue: How to capture holidays/annual leave within Synergist Resolution: There are a few options, which would normally be discussed as part of your implementation process. In brief they are: A single internal job and several charge codes to represent holiday,…

4 How to correct a mistakenly posted timesheet

Issue: There are errors in a posted timesheet such as charge code, date, units etc. Resolution: There are two solutions for this - reverse the timesheet or transfer it to another phase and write it off: Minus out the time and re-enter post negative time to…

5 How to remove unsubmitted (pending) time for deactivated user account.

Issue/Requirement: Pending timesheets created by an inactive user account need to be processed in order to close a job. Symptoms: Unable to close (final invoice or write off) a job since there is pending time. Solution: If time sheet approval is on, the pending…

6 Job cannot be found through timesheets

Issue: Or unable to add time to a phase: "No valid phases to create time for staff ..." or "Underlying data may prevent adding time sheets" Resolution: The most common causes for this are: phase not set to live phase complete estimate complete stage complete…

7 Pending costs on a phase

Issue: Unable to invoice due to pending cost(s) on phase Resolution: Firstly you need to identify what the pending costs are and what status they are in. You will need to go to the pending tab of the phase to identify this. Below are listed some common solutions…

8 Re-open a closed job. Job final invoiced / closed by mistake. Unable to post late costs (such as time) to a closed job.

Issue: Unable to post costs to a closed job as final invoice was raised in error Resolution: Once you have created a final invoice and closed the existing phase(s) of a job, phases cannot be reopened. A new phase, however, can be created on the job, and the…

9 Remove user from the missing timesheets report

Issue/Requirement: How to prevent a user who is not required to complete time sheets from appearing on the 'missing time sheets' report. Solution: Go to the setup tab of the user record, highlight the relevant company and click on the magnifying glass to…

10 Time posted to wrong job

Issue: The wrong job/phase was entered when posting a timesheets, though all other details of the timesheet are correct (such as date, charge code, units etc.) Resolution: Time posted to wrong job Time can easily be transferred from phase to phase (to different…

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