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Timesheet Extension

Dynamics 365 for Finance and Operations has evolved into purpose-built apps to help you manage specific business functions. With Microsoft Dynamics 365 Project Timesheet, users can submit and approve time records from various devices. This solution demonstrates the timesheet functionality located in the project management and accounting area of Dynamics 365 for Finance and Operations, and improves user productivity and efficiency as well as enables efficient entry and approval of project timesheets.

Based on feedback from users, we have improved the standard timesheet form in the Project management and accounting module and added user-friendly functionality to make the solution even better. With Axdata Timesheet Extension, you get more functions that are relevant to the hourly accounts and make the solution create more value. With these features, you get a more complete and user-friendly solution that gives you better control and a simpler process for timesheet review.

Screenshot Axdata Timesheet Extension

What you get with Axdata Timesheet Extension:

3 extra fields on the timesheet header

 

Axdata Timesheet Extension additional fields on Timesheet header

Total billable hours: Shows how many hours with total amount in timelists that will be invoiced. Definition of billable hours is defined by the line property layout in the standard project.

Total non-billable hours: Shows how many hours of totals in timesheet lines that are non-billable hours.

Billing rate%: Shows in% how much of the work has been invoiced. Please note that using the Billing Hours feature will affect this calculation.

2 additional fields on Time List lines

 

Axdata Timesheet extension - additional fields on Timesheet lines

Pending: Users and approvers can put timesheet lines on hold from invoicing during the process. Putting hours on hold signals that the users / approvers do not want the hours to be invoiced yet, and hours on hold will not be part of any invoice proposals. This can be useful in scenarios where customers want hours billed differently than standard billing routines.

Activity / Task remaining hours: This field shows how many hours are left on an estimate right now. The field shows data across all time lists, which means that the field will always show hours again based on the users’ latest input. The estimate used comes from the work breakdown structure (WBS) in the project, and field effort in hours. If the estimate is updated in WBS, this will be displayed to the users.

A new menu that includes all comments for each line.

 

Axdata Timesheet Extension - New menu, All comments, on Line details

Case connection: This field presupposes the use of integration between Dynamics 365 Customer Service and Dynamics 365 Finance and Operations. If the integration is active, users can choose which case they have worked on from the drop-down menu. Based on the selected case, the external comment will be updated with the case number and reference person on the case. This speeds up the documentation process, reduces time spent recording hours and ensures alignment of comments across users with customers.

Automatic comment translation: Activation of this function makes it possible to translate Norwegian texts in an external comment field on the time list line from Norwegian to English using google translate.

External comment: Displays external comments for all days (default only shows comment per day). In addition, parameters can be set per project for which external comment is mandatory. If this parameter is on, the user will not be able to save the timesheet bar until an external comment has been written. Furthermore, comment fields open for text depending on the days you have entered hours on, which makes it easier for users to quickly see which fields you should register data for (comment fields without hours are dimmed).

Internal Comment: Displays internal comments for all days (default only shows comments per day). In addition, parameters can be set per project for which internal comment is mandatory. If this parameter is on, the user will not be able to save the timesheet bar until an internal comment has been written. Furthermore, comment fields open for text depending on the days you have entered hours on, which makes it easier for users to quickly see which fields you should register data for (comment fields without hours are dimmed).

Billing hours: Allows the user to distinguish how many hours are to be invoiced compared to how many hours are worked. This is useful if you have agreed on a fixed estimate for your customer of how many hours you are allowed to invoice. If you do not register any hours in this field, the number of working hours (time list line) is the number of hours that will be invoiced. Cost of hours will always be picked from hours worked, while income will be picked from this field if data is recorded.

Show invoice text: This allows the user to see how registered information from the case and external comment will look on the invoice.

2 new boxes in related information

 

Weekly hourly balance: This info box shows data if the hourly balance is switched on.

Total hourly balance: This info box shows data if the hourly balance is switched on.

Axdata Timesheet extension - Relevant information boxes

How to use the Axdata Timesheet Extension:

See how easy it is to use the functionality of the Axdata Timesheet Extension.

Prices per user per month

Prices are based on licenses for Microsoft Dynamics 365 and are for use of the solution items implementation.

Enterprise bruker
Kr 35,00
Activity bruker
Kr 17,50
Team Member
Kr 12,50

Contact us

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Axdata additional solutions

Based on our customers’ feedback, we have completed a number of solutions that enrich the standard Microsoft Dynamics 365