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How do I change the configuration of an accounting firm's timesheet?
How do I change the configuration of an accounting firm's timesheet?
Updated over 6 months ago

Functionality reserved for support level 3

How do I change the configuration of an accounting firm's timesheet?

The different configurations allow you to :

  • display a (non-blocking) warning on the practitioner's timesheet when the number of hours per day or per week is exceeded

  • limit automatic automatic suggested activities to the defined time slot

A default configuration is proposed for the accounting firm:

  • Maximum number of hours per day: 10h

  • Maximum number of hours per week: 48h

  • Hours and days worked: 8am to 6pm Monday to Friday

Configurations are displayed according to the time zone defined in "My account".

To update the configuration of the accounting firm's timesheet:

  • Click on the settings icon

    at the bottom of the right-hand bar

  • Click on the "Accounting firm timesheet configuration" line under the "Timesheet" heading

  • Update:

  • The maximum hours per day

  • The maximum hours per week

  • The working days and opening hours

You can change the start and end times for one day and then apply them to all the other days by clicking on "Duplicate for all days".

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