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Viewing Import Logs
Administrative Portal » Integrations » QuickBooks » QuickBooks Online » Viewing Import Logs
The most recent event log will be at the top of the page. Look for error messages and make adjustments as necessary. The most common issue is that the employee is missing a Mobile phone number entry in QuickBooks Online.
Viewing Hours Worked
Employee Instructions » Adding The Employee Web App To Home Screen » Viewing Hours Worked
You can view your current shift details and your shift history by clicking view shift summary To view your current shift summary click Current Shift. When viewing your current shift details, you can view what job you are currently clocked into, how many breaks…
Importing Time Entries Into QuickBooks Desktop
Administrative Portal » Integrations » QuickBooks » QuickBooks Desktop » Importing Time Entries Into QuickBooks Desktop
Exporting Time Entries from Telephone Timesheets is done through the Reports section of the administrative portal. In order to perform an export, simple create and run a report with the report type set to QuickBooks Desktop Export, as shown below. As a best…
QuickBooks Desktop
Administrative Portal » Integrations » QuickBooks » QuickBooks Desktop
QuickBooks Desktop integration makes payroll easy. Telephone Timesheets imports your employee information, as well as customer data and service items from QuickBooks Desktop through a special files that you create within the QuickBooks Desktop client. In addition,…
Comm Log
Administrative Portal » Admin » Comm Log
A complete record of all inbound and outbound communications (both text and calls) can be viewed in the Comm Log. The Comm Log can be used for situations where an employee calls into the system, but is unable to create a time entry. For example, an employee repeatedly…
Admin
Administrative Portal » Admin
The Admin menu presents a list of administrative functions. Click on the links below to learn more about each section. Settings Billing Supervisors Announcements Organizations Pay Rates Audit Log Call Logs Close Account
Importing Employees
Administrative Portal » Integrations » QuickBooks » QuickBooks Online » Importing Employees
With the initial integration complete, you are now ready to perform the initial import of your employee data. You cannot export any timesheet entries until you have first successfully imported your employees from QuickBooks Online. *Note: * The master source of…
Importing Customers & Service Items
Administrative Portal » Integrations » QuickBooks » QuickBooks Online » Importing Customers & Service Items
Optional: You can import Customer and Service Item information from QuickBooks Online. This Customer and Service Item data can then be associated with Telephone Timesheets Jobs.
Employee Instructions
Employee Instructions
Employees are able to clock in via phone call or from the employee web app. When clocking in via phone call, employees will need to call your company’s 10-digit toll free number. Admin will need to send this number to their employees. To learn how to clock in via…
Importing Employee Data
Administrative Portal » Integrations » QuickBooks » QuickBooks Desktop » Importing Employee Data
The first step in setting up Telephone Timesheets is to enter each of your employees. This can be done manually through the administrative portal, or it can be done by uploading an Employee Contact List file from QuickBooks. To create the Employee Contact List…
ADP
Administrative Portal » Integrations » ADP
Telephone Timesheets integrates directly with ADP Workforce Now® and RUN Powered by ADP®. We are available through the ADP Marketplace. Here’s how it works: Once the integration is established, a bi-directional data transfer can occur between Telephone…
Setup Integration
Administrative Portal » Integrations » QuickBooks » QuickBooks Desktop » Setup Integration
QuickBooks Desktop software integration consists entirely of the transfer of files between Telephone Timesheets and the computer you use to run QuickBooks Desktop. The file transfer happens in two directions, using two different files. The QuickBooks Desktop List…
Setup & Daily Operations
Frequently Asked Questions » Setup & Daily Operations
How long does it take to setup the system? For many customers, there is no setup at all. The system is self-learning and will discover your employees automatically if you choose not to enter them in advance. However, if you choose to enter your employees & job sites in…
Overview
Overview
Telephone Timesheets turns any mobile or land line telephone into a time clock. Telephone Timesheets goes beyond just providing a time clock. We link that time clock to an Artificial Intelligence (AI) system that provides many valuable benefits,…
Setup Integration
Administrative Portal » Integrations » ADP » Setup Integration
Here are step-by-step instructions for setting up the integration. The entire process only takes a couple minutes, but if you would like us to walk you through it, don’t hesitate to reach out and setup a call. We’d be happy to take you through the steps…
Adding Employees
Administrative Portal » Employees » Adding Employees
There are 3 ways to add employees to Telephone Timesheets: 1. Allow your employees or subcontractors to self-enroll when they first call in. *Self-enrollment is enabled by default, but can be disabled by going to Admin—> Settings—> General Settings and…