Docs › Scheduler › Timesheet Settings

What it is

Every setting here is also on the Settings list, where it has always been, and each row has a link out to it. The difference is that this screen shows you the consequence before you commit to it.

The example bar

Three choices across the top decide which example the settings are applied to:

• The visit - five worked examples, each chosen so that different settings matter: a full day on one job, a short callout, a return visit the same day, a return the next day, and a second technician on the same job.
• What the technician types - whether they leave a note, fill in what is asked, or type nothing at all.
• The technician ticks Deduct Lunch Break - for the settings that only come into play when they do.

These are made-up visits, not your own data. Nothing you do on this screen touches a real timesheet.

The settings rail

On the left, grouped by what they affect: Rounding and limits, Lunch breaks, Stop Work screen, What gets posted, Service fee, and Review and submission.

Each row carries:

• Lane badges - Mobile, Scheduler and Accounting, saying which of the three a setting reaches. A setting badged Accounting changes what your ERP receives, not just what is on screen.
• The reason it is inert, when another setting has switched it off - “Only used while ‘Use a default lunch break start time’ is ticked” - rather than a control that silently does nothing.
• A link out to the same setting on the Settings list.

Reading the example

Three figures, across the top: on the clock, on the timesheet, and charged to the job. When two of them disagree the difference is called out - +0.23 h against the clock - because that gap is almost always a rounding setting doing its job, and it is the thing people query.

A timeline, underneath: when Stop Work was saved, what was sent straight away, what is waiting in the Scheduler, and when the lines actually post. This is the answer to “I submitted it, why isn’t it in Infusion yet”.

The panels, below that: the Mobile Stop Work screen, the Mobile Timesheet screen, and what reaches your accounting system, each drawn as the technician would see it.

A section a setting has switched off is still drawn, greyed, naming the setting responsible - “Timesheet Note is not shown. Timesheet Note on Stop Work is Off.” That is what makes “what would turning this on actually add?” answerable by looking.

Why it came out this way numbers each step and names the setting behind it, so a figure you disagree with leads straight to the setting that produced it.

Changing something

A change is a what-if until you press Apply:

• The count at the top says how many settings you have changed.
• Reset to saved throws them away.
• Apply saves them, and the example redraws against the saved values.

When a change alters the example, the first panel it reached is brought into view and every panel it touched is ringed, so you can see what moved without hunting for it.

Set elsewhere

Some things that shape a timesheet belong to a person, a labour code or a customer rather than to the company, and the screen links out to them rather than pretending to own them:

• Users - who records time, automatic overtime, a service fee product of their own, who may sign timesheets off.
• Labour codes - which codes can be chosen.
• Customers - which customers get start and stop times on their lines.

See also

• Timesheets - the screen where you review and submit what the settings produced.
• Lunch breaks - the three ways a break is recorded, and the settings behind each.
• Service charge / first hour fees - the fee settings on this screen, in full.
• Mobile screen settings - the same idea for the phone’s Home screen and jobs list.
• Settings reference - every setting, by name.