Time Billing

Transcription

TIME BILLINGManager Quick Reference GuideThis quick reference guide walks you through the Time Billing workflow in Wand. It covers some ofthe primary features to help you get up and running fast!

Time BillingNavigaEng to Timecards, Expenses and Project BillingNaviga ng to Time BillingWand makes it easy for you to quickly review and approve Timecards, Expenses, and Project Billing.Upon logging into Wand, you can access Time Billing in two areas within Wand. The first area is under yourAc:on Items on your homepage dashboard. Ac on Items pending your review may include: Timecards Expenses Project Billing Change Orders New TalentFor billing items pending your review within the categorized ac on items, simply click on the ‘X' icon to rejectand the ‘Checkmark’ icon to approve.The second area where you can access me and billing items for your review is within the leS-hand naviga on, tled ‘Time Billing.’ Upon clicking on ‘Time Billing’ you will be taken to a page displaying billing items foryour review and approval.Page -2-

Time BillingFiltering Billing ItemsFiltering Billing ItemsUpon arriving at the ‘Time Billing’ page, you will automa cally land on the tab that requires ac on — ‘Time,’‘Project,’ ‘Expense,’ ‘Adjustment,’ or ‘Recent Ac:vity.’ A blue circle containing a number next to each tabindicates the number of pending items for your review in each billing category.๏๏๏๏๏‘TIME’ displays only me sheets pending approval or ac on‘PROJECT’ displays only project approvals and project-related billing items‘EXPENSE’ displays only expenses pending approval or ac on‘ADJUSTMENT’ displays only adjustments pending approval or ac on‘RECENT ACTIVITY’ displays an overview of recently completed items (only “approvals” or “rejec1ons”within the past seven days)Note: The category tabs displayed in “Time Billing” will vary based on your role and your organiza1on’s configura1onseBngs.Within the ‘Time’ tab, you can simplify your approval process by filtering records by “Time” (Regular Time, OverTime, Double Time) and “Variance” (With Variance, Without Variance).Page -3-

Time BillingSearching and SorEng Billing ItemsSearching Billing ItemsYou can search billing items pending your review by entering a ‘Worker Name,’ or ‘Project Name’ into the‘Search’ textbox field.Sor ng Billing ItemsYou can sort billing items displayed by ‘Worker,’ ‘Time,’ ‘Amount,’ or ‘Date’ by clicking on the column header. Ifdesired, click on the column name to change the search results from ascending to descending.Page -4-

Time BillingReviewing, Approving and RejecEng Billing ItemsReviewing, Approving and Rejec ng ItemsEach Timecard, Expense, and Project Billing line item is displayed in a card format. If you want moreinforma on, you can easily drill down on the details of each Timecard, Expense, and Project Billing with oneclick on the item that you’d like to review, which will expand the details of the billing item.In addi on, you can easily reject the line item by clicking the ‘X’ icon on the right-hand side, or approve byclicking the ‘Checkmark’ icon.For example, the default view of a Timecard pending your approval will include bill rate, total hours, hoursworked each day, billed amount, earnings end date, created date, and engagement end date for the worker. Italso includes manager, request type, engagement number, line number, supplier, approver, and department.Note: You’ll no1ce built-in indicators to make you awareof specific data. For example, when a Timecard for yourreview contains over1me hours (OT) it will display a redbox with the leLers ‘OT’, one with double 1me (DT)displays a purple box with the leLers ‘DT’, one with PTOdisplays a gray box with the leLers ‘PTO’.Page -5-

Time BillingReviewing, Approving and RejecEng Billing ItemsReviewing, Approving and Rejec ng Billing ItemsYou can view a full breakdown of a Timecard by scrolling down on the detail page. Here, you’ll see a detailedview of daily ac vity. You can mark each daily me entry as ‘Rejected’ or ‘Approved’ or simply click the‘Reject All Pending’ or ‘Approve All Pending’ buaon.To quickly review the details of all the mecards, use the arrows on the top right corner of each card. ASerscrolling through all the mecards, you can approve them all with one click from the summary page.Page -6-

Time BillingReviewing, Approving and RejecEng Billing ItemsReviewing, Approving and Rejec ng Billing ItemsFor Projects, you can view a full breakdown of the details, including % of spent budget. Here, you’ll see adetailed view of project expenses. You can mark each Milestone entry as ‘Rejected’ or ‘Approved.’Page -7-

Time BillingApproving Expenses and Reviewing Expense DetailApproving ExpensesFrom the ‘Expense’ tab, you can review expense items that require ac on. You can easily reject each lineitem by clicking the ‘X’ icon on the right-hand side, or approve by clicking the ‘Checkmark’ icon.Reviewing Expense DetailYou can view a full breakdown of anexpense item with one click on theitem to reach the detail page. Here,you’ll see a detailed view of theexpense. You can mark each expenseentry as ‘Rejected,’ or ‘Approved,’ orreject or approve all with the ‘RejectAll Pending’ or ‘Approve All Pending’buaons.Page -8-

Time BillingApproving MulEple Items and Reviewing Recent AcEvityApproving Mul ple Items at One TimeIf you would rather approve me and billing items (Timecards, Expenses, Project Billing, etc.) in bulk asopposed to one at a me, you can use the ‘Approve All’ feature. Navigate to any tab at the top of your Time Billing page and click ‘Approve All’ buaon in the upper right hand corner of the tab.Reviewing Recent Ac vityYou can view recent ac vity of Time, Project, Expense, or Adjustment approvals or rejec ons by clickingon ‘Recent Ac vity’ located at the top of your Time Billing page. Here you’ll see billing items you’vetaken ac on on in the last seven days as well as their status. (All historical billing items for each assignmentcan be viewed on the billing tab of the worker’s engagement.)Page -9-

Project Billing Change Orders New Talent For billing items pending your review within the categorized acon items, simply click on the 'X' icon to reject and the 'Checkmark' icon to approve. The second area where you can access me and billing items for your review is within the leS-hand navigaon, tled 'Time Billing.'