68 lines
2.8 KiB
ReStructuredText
68 lines
2.8 KiB
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===========================
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Get Started with Timesheets
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===========================
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When you use timesheets (from any device, anywhere) to track the time spent on tasks, you are able
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to bill customers for the exact right amount they should be billed. In addition to it, add a
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description of the work done to have a reliable tracking and history, and compare the forecasted
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times, all in favor of becoming a more proactive company.
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Choose an encoding unit
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=======================
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| Under :menuselection:`Timesheets --> Configuration --> Settings`, choose the unit of measure to
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register your timesheet. This provides tools and widgets to help you encoding.
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| *Minimal duration* is the minimum time at which a task is recorded.
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| *Rounding up* allows you to time up or down to the nearest minutes or hours. For example: if the
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interval is set to 30min, a 14min entry will show up in reports as 0min, and a 29min entry
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as 30min.
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.. image:: media/get1.png
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:align: center
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:alt: Set the time unit used to record your timesheets in Odoo Timesheets application
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.. note::
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Reportings are expressed in hours, the default value.
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Create a task from a SO & timesheet on it
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=========================================
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| Under the *General Settings* of your product, categorize it as a service.
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| On the *Sales* tab, (section *Sales Invoicing Policy*) choose if you want to invoice customers
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based on the quantity previous ordered (the one sent on a quotation, for instance), on the time
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recorded (while the service was being executed), or by manually adding the time spent when
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creating the invoice.
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| Chose the right *Service Tracking* for you and, from now on, when a sales order is confirmed,
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Odoo automatically creates a task/project (if that was the chosen option) and allows you to
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timesheet on it.
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.. image:: media/get2.png
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:align: center
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:alt: Choose the invoicing options under a product form in Odoo Timesheets application
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Choose an Invoicing Policy
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==========================
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Go to :menuselection:`Timesheets --> Configuration --> Settings` and choose if you want the recorded
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time to be directly invoiced, or if it should be approved first.
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.. image:: media/get3.png
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:align: center
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:alt: Choose how to invoice the recorded times in Odoo Timesheets application
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Send reminders
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==============
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| Choose to have an automatic email being sent to all users and managers who have not recorded their
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times.
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| Go to :menuselection:`Timesheets --> Configuration --> Settings` and enable the *Employee
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Reminder* and *Manager Reminder* features.
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.. image:: media/get4.png
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:align: center
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:alt: Activate timesheet reminders for managers and employees in Odoo Timesheets application
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.. tip::
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Odoo Timesheets continues to run even if there is no internet connection. The data syncs once you
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are back online.
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