Overview:

Keep all your timesheet information in Zumzum Financials and integrate it with your standard and custom Salesforce objects.

To effectively track your data, it is essential to add Time Sheet Activity Codes in your system. To create a new timesheet entry, navigate to the Timesheet tab and click “New.” Select the Time Sheet Year if it differs from the default, and choose a Time Sheet Month for which you haven’t created a record. In the Time Sheet Details row, enter the date, optionally add the Opportunity and Account, provide a narrative, input the hours as a decimal (e.g., 0.25, 0.5, 0.75, up to 8 hours), and select the appropriate Activity Code. Click “Add” in the Options column for each Time Sheet Detail row, then repeat this process for all entries you wish to record. Once all details are entered, click “Save” to record your timesheet entries, which will be marked as Pending. Consider implementing a timesheet approval process using Salesforce workflow automation tools to streamline and ensure accuracy in tracking and approving timesheet entries.

TimeSheet Activity Codes

Please ensure you have added your Time Sheet Activity Codes in order to track your data.

Create A New Time Sheet Entry

Please follow these steps to add a new timesheet entry

1. Go to the Timesheet tab.
2. In the top right select New.
3. Select the Time Sheet Year if it’s different from the default.
4. Select a Time Sheet Month for a month you do not have a Time Sheet record created.
5. In the Time Sheet Details row,
   1. Enter the Date for the Time Sheet Detail entry
   2. Optionally, enter the Opportunity for the Time Sheet Detail entry
   3. Optionally, enter the Account for the Time Sheet Detail entry
   4. Enter the Narrative for the Time Sheet Detail entry
   5. Enter the Hours for the Time Sheet Detail entry as a decimal to represent 1 hour (e.g. 0.25, 0 .5, 0.75, etc (to a maximum of 8 hours
   6. Select the Activity Code for the Time Sheet Detail entry
   7. Select Add in the Options column against the Time Sheet Detail row
6. Repeat step 5 above for each of your Time Sheet Detail rows you wish to record
7. Click Save to record your time sheet entries
8. The Status field will be set as Pending

You may wish to apply your own Time Sheet approval process using the standard Salesforce workflow automation tools.