Enter Activity Slip window—Activity Slip view

The Activity Slips view of the Enter Activity Slip window enables you to record detailed activity slips one at a time. When you enter activity slips using this view of the window, you can bill your customers for the time you spend performing activities, include this time as an entry on a timesheet and print accurate time billing reports.

If you want to record several activity slips, but don’t need to bill customers, click the Multiple Activity Slips tab.

note :  

You can also create an activity slip in the Enter Timesheets window. When you make a timesheet entry and select an activity, an activity slip is created.

Field Descriptions

Employee/Vendor

Type or select the name of the employee who performed the activity for which you’re creating the activity slip. If a vendor performed the activity, type or select the relevant vendor card.

Slip ID No.

This field automatically displays the next activity slip number available. If you choose to enter a different number in the ID No. field, note that the next time you record an Activity Slip, the ID No. will automatically revert to the next available AS number; the number you entered earlier will be disregarded.

Date

Type the date of this activity slip.

Customer

Type or select the customer for whom you performed the activity. You must select a customer name if you’re creating an activity slip for a chargeable activity.

Activity

Type or select the ID of the activity for which you’re creating this activity slip.

Units

Type the number of units for the activity you’ve performed. If you use the timer, or make manual timer entries, the calculated units will be entered automatically. In the Preferences window, you can choose to round the units entered using the timer.

Rate

Type the rate you want to charge for one hour or unit of the activity. The default entry that appears here is the rate that was entered on the activity’s record. This field appears for chargeable activities only.

Job

If you want to allocate this activity slip to a job, type or select the job number in this field. This field appears for chargeable activities only.

Notes

Type any notes you want to record with this activity slip. You can choose to include your notes on time billing invoices.

Unit of Measurement (the first row on the right hand side of this window)

The first column displays the units of work you entered in the Units field. The value of this work is displayed as a currency amount in the second column (chargeable activities only).

Adjustment

If you want to adjust that number of units and the amount that you’ll bill the customer for, enter your adjustment in the fields on this row. If you want to bill the customer for fewer hours/units or a lesser amount, enter your adjustment as a negative number. Note that if you adjust the hours/units, the field in the second column will recalculate automatically.

Billable

These fields display the billable hours or units and billable amount for this activity slip. The field in the first column displays the billable hours/units, or the sum of the actual hours/units and any adjustment hours/units you’ve entered. The field in the second column displays the billable amount, taking into account the adjustment amount.

Already Billed

If you have already billed a portion of the billable amount of this activity slip on a time billing invoice, the amount will appear in these fields. The entry is expressed in hours/units and as a currency amount.

If you created a time billing invoice for this activity slip manually, you can enter the amount you’ve already billed in the first column’s field as hours/units or in the second column’s field as a currency amount.

Left To Bill

This field displays the amount left to bill for this activity slip in hours/units and as a currency amount.

Include Hours on Timesheet

Select this option if you want the hours that you’ve entered on the activity slip to be included in the employee’s timesheet.

This field appears only if:

■	You’ve selected the I Use Timesheets... option in the Preferences window and also chose to use timesheets for payroll and time billing

■	You’ve entered an Employee card in the Employee field.

■	You’ve selected an hourly activity (chargeable or non-chargeable)

When you select this option, the Payroll Category field will appear.

Payroll Category

Type or select the hourly wage payroll category to which you want to apply the hours entered on the activity slip. This field appears only if you have selected the Include Hours on Timesheet option in this window.

Start/Stop

Click this button to start the timer. This field appears only if the activity selected in this window is billed on an hourly basis.

If you haven’t entered a start time in the Start Time field, your current system time appears in the Start Time field and the timer starts in the Elapsed Time field.

If you’ve entered a start time that is before the current system time, the timer will calculate the difference between the start time you entered and the current time to determine the elapsed time. For example, if you entered 8:00 AM in the Start Time field and then clicked the Start button at 9:00 AM, the timer would calculate the Elapsed Time field as 1:00:00 and would continue timing from this value.

When the timer has started, the Start button becomes the Stop button. If you want to stop the timer, click Stop. The current system time appears in the Stop Time field and the timer stops in the Elapsed Time field. The elapsed time appears in the Actual Units field (if you want to round the timer automatically, make your rounding selection in the Preferences window, which is accessible from the Setup menu).

To resume timing the activity, click the Start button again.

Start Time

When you click the Start button, your current system time appears in this field. If the timer hasn’t started, you can enter a start time in this field.

This field appears only if the activity selected in this window is billed on an hourly basis.

Stop Time

When you click the Stop button, your current system time appears in this field. If the timer hasn’t started, you can enter a stop time in this field. The difference between the time in this field and the time in the Start Time field is the elapsed time. Whether you’ve entered time manually or used the timer, elapsed time appears in the Actual Units field (if you want to round the timer automatically, make your rounding selection in the Preferences window, which is accessible from the Setup menu).

This field appears only if the activity selected in this window is billed on an hourly basis.

Clear

Click this button to clear any entries in the Start Time, Stop Time, Elapsed Time and Actual Units fields. If you click this button when the timer has started, the timer will stop and the entries in the Start Time and Actual Units fields will clear.

This field appears only if the Activity selected in this window is billed on an hourly basis.

Elapsed Time

When you click the Start button, the elapsed time appears in this field. When you enter a start time and stop time manually, the difference between those entries appears in this field.

This field appears only if the activity selected in this window is billed on an hourly basis.

Record/OK

Click Record to record the activity slip you’ve created or click OK if you are editing an activity slip you’ve recorded previously.

Cancel

Click this button to close the window.

Tips for this window

Related topics

■	Billing for time

■	Creating activity slips