• Once a Project Work Package has been assigned to you, you receive a Process Notification viewable and accessible through the Notifications Bar.

Timesheet View

1. If you want to access the Timesheet Unit, go to My Comidor > Tasks >Timesheet.

The Timesheet consists of the Filters area and a Weekly Calendar into which you can add, view, and manage your (all) Processes’ Tasks and Work Packages’ Expenses. Especially from Timesheet, you may track hours spent in Processes (Generic Processes, WorkPackages, Events, Trainings, Job Posting, Ticket, Opportunity, Campaign) or track expenses of WorkPackages.

2. Timesheet Filters are common for Tasks and Expenses.
   • You may Search Processes by Title or with Process Type or by selecting one Process of the list-when clicking on the Process drop-down list you see only the Processes which your manager has assigned to you.
   • Account: Clicking on Account drop-down list you see only the Accounts relevant to at least one Process that someone has assigned to you.
   • Check Processes that are Assigned to you (Mine), to your team (My Team’s), to either you or your team (Assigned to Me or My Team), OR Created by you (Created by Me). Also, you may filter the booked this week, too.
   • Also, you can Sort them by Booking create date, Process Name, most active Process, or Due Date.
   • View only Task type such as Normal, Overtime Hours, Sunday, Saturday, Nightwork, Public holiday work, Personal holiday.
   • View only specific State of Task or Expense.
   • You can select to Hide empty rows; allows you to view only the Processes which have already created tasks or see all of them in order to add a new task to empty Processes.
   • Hide auto book will hide all the Projects’ Work Packages, which were automatically booked to you – without an accepted Booking request from your Manager-.
   • Finally, the clear button erases all the used filters, while the Fetch button displays the respective tasks or expenses.

Anytime you wish, you can hide the filters by clicking on the respective icon ‘-‘, to focus on the Tasks or Expenses displayed at the below Weekly Calendar. If you want to apply different filters, you can click on the plus icon ‘+’, change them and click Fetch.

3. Weekly Calendar can switch between Processes’ Tasks Calendar and Work Packages’ Expenses Calendar through the Tasks and Expenses buttons, respectively. At the top-right corner of the calendar, there are arrows that enable you to navigate to different weeks. Today transfers you quickly to the current week.
4. At the left side of the Calendar, you can see information per assigned Process:
   • The Process that the Work Package belongs.
   • The name of the Work Package
   • Account name, if Process is associated with an Account
   • Process due date
   • Personal Workload is the actual duration of tasks performed by you below this Process.
   • The workload is the scheduled duration of tasks below this Process.
   • Today’s date is light-yellow highlighted, Absence days are highlighted in Yellow and Public holidays days are highlighted in light blue.

Tasks in Timesheet

Add a new Process Task

1. In order to add a new Task, go to Modules Menu Icon > Enterprise Collaboration >Timesheet.
2. Ensure that you have selected the Tasks tab.
3. Find the Process and the Date of your task at the Weekly Calendar and clicking on the respective cell. A cell form appears. In this form, you fill in:
   • the task title as a brief description of what you have done.
   • the scheduled task duration. There are two ways to populate the duration of your task. You can either type the exact duration and use the arrows button to increase/decrease the duration, or click on the plus icon and enter the start and end time.
   • Finally, fill in the actual task duration.
   • Click outside the cell to save the task.

Especially for pre-booked WorkPackages’ Tasks, scheduled duration may be already added and task already created. Read how to manage a Task below.

Furthermore, at the Tasks Weekly Calendar, the column of a specific date might be yellow or blue. This indicates that there is a scheduled absence day or a company holiday, respectively. Adding a task on a company holiday or a scheduled absence the system informs you with a relevant pop-up message at the top of your screen.

View/Manage Process Tasks

1. In order to view or/and manage Process tasks, go to My Comidor > Tasks >Timesheet.
2. Ensure that you have selected the Tasks tab. Here, you can see all your existing Process Tasks on your screen based on your used filters. Process Tasks may have different colors: White for tasks that are not completed and they are the only ones still editable.
   • Light blue-grey, if the user has completed the task

• Light green, in case, that the project manager(s) have approved a completed task.At the bottom of the Tasks Weekly Calendar, users can see the total scheduled duration and the total actual duration per date.
  • Then, check the Remaining capacity for a respective date by hovering your mouse above the date. Weekly capacity is also available.

3. Find the task you wish to manage based on its Process Name and Date.

4. Click the specific cell form in order to change any information you wish.

5. After editing you can either complete or delete the specific task from the cell’s check button or erase button, respectively.

6. By pressing Copy Day or Copy Week, you may copy tasks to the following days/weeks.

Once you complete the task you cannot do anything to change it from the Timesheet Unit.

While a task state is changing to complete, you also cannot change any field of the task cell form. Otherwise, a relevant message appears on the top of your screen.

Expenses in Timesheet

Add a new Work Package Expense

To add a new Expense:

1. Firstly, go to My Comidor > Tasks >Timesheet.
2. Ensure that you have selected the Expenses tab.
3. Then, find the Work Package and the Date of your expense at the Weekly Calendar. After, click on the respective cell and a cell form will appear. In this form, you fill in:
   • the expense title, briefly describing the reason for your expense.
   • the expense amount. You can type a specific amount or/and use the arrows to increase/decrease it.
   • the expense type, selecting among the choices of the drop-down list.

If you want to change the expense type, you can click on the cancel (x) button and select a different one from the drop-down list.

View/Manage Expenses

To view or/and manage work package expenses:

1. Go to Modules My Comidor > Tasks >Timesheet.
2. Ensure that you have selected the Expenses tab.
3. At this point, you can view all your existing Work Package Expenses based on your used filters. Work Package Expenses may have different colors:
   • either white for expenses that are still editable,
   • or light green, for expenses that the project manager(s) have approved.
     • At the bottom of the Expenses Weekly Calendar, there are total expenses per date.
4. Find the expense you wish to manage based on its Work Package and Date.
5. Then, click the specific cell form and change any information you wish.
6. After editing, you can either cancel the specific expense or upload a receipt using the cancel (x) button or the upload button, respectively.
   • People’s Managers in the Team Task Approvals unit will review all Tasks of Processes that you add via Timesheet.
   • People Managers and Project Managers will see Tasks of Project’s Workpackages in Team Task Approvals unit and Task Approvals respectively.
   • Project Managers will see Expenses of Project’s Workpackages in the Project Expenses Approvals unit.

The post Timesheet appeared first on Comidor Low-code Automation Platform.

• Record all the income of your company in the Income unit.
• Get a graphic chart for the Income on a yearly and monthly basis.
• Create reports per category and per month for the current year.
• Two more diagrams are available, the Balance and Cashflow charts. The first compares the Income and Expenses on a yearly and monthly basis, whereas the second compares the Cash In and Cash Out on a yearly and monthly basis.
• Two reports are available for the Accounting Automation unit, the Budgeting Reports and the Cashflow Reports. The Budgeting report creates Budget Expenses and Income per month reports, whereas the latter creates an overview of the Cash flow per month data.

Income

Create an Income

1. Go to Packages Icon > Accounting Automation > Income.
2. Click on the ‘+’ button at the top of the screen to open the Create Form.
3. Fill in the Basic Information of the record.
   • Set a title for the income.
   • Fill in the date of it or click on it to select the date. By default, the current date is suggested.
   • Search for an Accounting code and select or add a new one. See how to add Categories in Data Management.
   • You can also set an Account Region, a Product category, and the Salesperson to link with this Income.
4. Fill in the financial information.
   • Income is the net value of the amount.
   • Debit is the net value plus the VAT of the amount.
   • Cash in is the received amount.
5. Each Income may have its core relations. So, you can Link this income with an Account, a related Process, and a Contract. Type some related letters and click on them to find an entity you want from this point.
6. Click on either Save to save the income or Save and New to save the income and add a new one, or click on Cancel to close the create form and go back to the table of incomes.

View an Income

1. Go to Packages Icon > Accounting Automation > Income.
2. Click on an income to view its details.
3. View the Summary of the income.
   • Hover your mouse over the Account’s, Process’ and Contract’s name and click on to open the specific account/process/contract

Edit an Income

1. Go to Packages Icon > Accounting Automation > Income.
2. Click on the income you want to edit.
3. Click on the Edit Button to open the edit form.
4. Edit the information you want and click on:
   • Save to save the changes and close the edit form.
   • Cancel to close the edit form without saving.

Actions in an Income

1. Go to Packages Icon > Accounting Automation > Income.
2. Click on an income to view it.
3. Click on the Actions Button in the income and a list of options appears. Choose:

• • Delete to delete the income (Delete an Income)
  • Print to open the income in a new tab so that you can print it. Follow your browser’s default printing procedure.
  • Notify to notify specific Comidor groups or Comidor users or external recipients via email (Notifications).
  • Link with to Link the income with other entities. Follow the procedure of Link With.
  • Copy as to copy the income with the same information and its relations or edit the information you want and click on:
    

• • • Save to save the copied income.
    • Cancel to close the Create a copy form without saving.

• • Rights to View Rights & Change Rights of an Income. By default the View Rights and the Change Rights are internal.

• • • Select the State of the View & Change Rights
    • Select the Groups and/or the Users to Allow/Restrict
    • Press the Save button to save the changes or the Cancel button to exit the Rights box.

• • Click on the Links and view everything that is linked to this income or follow the Link with Procedure
  • Click on the Tags to view all the tags of this income or follow the Tags Procedure.

Managing a Group of Incomes

1. Go to Packages Icon > Accounting Automation > Income.
2. Click on the CheckBoxes of the incomes you want to manage and a list of options appears. Choose:
   • Delete to delete the incomes (Delete a group of incomes).
   • Link with to Link the incomes with other entities. Follow the procedure of Link With.
   • Copy as to make a copy of the selected incomes with the information and relations.

Actions in the Income Table

1. Go to Packages Icon > Accounting Automation > Income
2. Click on the Actions Button of the income table and a list of options appears. Choose:

• • Comparison to get a graphic chart for the net income and cash on a yearly and monthly basis.
    
  • Cashflow to get a graphic chart for the Cash in and Cash out on a yearly and monthly basis.

• • Balance to get a graphic chart for the income and expenses on a yearly and monthly basis.

• • Reports and the Unit Income Reports opens.
    • In this Unit, you can get Reports per Income(s) according to the Filters that you have set.
    • Set the Filters by following the procedure Set Filters.
    • Click on the kind of Report you want to get.
    • Each time you click on a Report a new table is appended.
    • If you choose Income per month you get a report of the sum of the incomes per month.
    • If you choose Income per accounting code you get a report of the incomes per accounting code.

• • • Report Actions

1. 1. 1. 1. Click Graph and get a Graph of your Report (Chart).
         2. Click Print to open the report in a new tab so that you can print it. Follow your browser’s default printing procedure.
         3. Click Export to open the report in a new tab and save it as a DOC or XLS file.
         4. Click on the X button to close the report.

• • Export to open the Incomes in an MS Excel file.

1. 1. 1. A pop-up window appears.
      2. Select All pages or Current Page.
      3. Click on OK to open an MS Excel File or Cancel to go back to the view form or close the window entirely with the X button.
      4. Make sure that your browser doesn’t block the pop-ups.

• • Print to open the incomes’ table in a new tab so that you can print it. Follow your browser’s default printing procedure.
    • Make sure that your browser doesn’t block the pop-ups.

Expenses

Create an Expense

1. Go to Packages Icon > Accounting Automation > Expenses.
2. Click on the ‘+’ button at the top of the screen to open the Create Form.
3. Fill in the basic information of the new record.
   • Set a title for the Expense.
   • Fill in the date or click on the calendar to select the date. By default, the current date is suggested.
   • Search for an Accounting code and select it or add a new one. See how to add Categories in Data Management.
4. Fill in the financial information.
   • Expenses are the net value of the expense.
   • Credit is the net value plus the VAT of the expense.
   • Cash-out is the amount that you have paid.
5. Each Expense may have its core relations. So, you can Link this income with an Account, a related Process, and a Contract. Type some related letters and click on them to find an entity you want from this point.
6. Click on either Save to save the Expense or Save and New to save the Expense and add a new one, or click on Cancel to close the create form and go back to the table of Expenses.

View an Expense

1. Go to Packages Icon > Accounting Automation > Expenses.
2. Click on an Expense to view its details.
3. View the Summary of the Expense.
   • Hover your mouse over Account’s, Process’ and Contract’s name and click on to open the specific account/process/contract in the appropriate unit.
4. Click on the Tags to view all the tags of this Expense or follow the Tags Procedure.
5. Click on the Links and view everything that is linked to this Expense or follow the Link with Procedure.

View Rights & Change Rights of an Expense

After Creating an Expense you can set View and Change Rights. By default the View Rights are Internal and the Change Rights are Public.

1. Press the Edit button.
2. Select the State of the View & Change Rights
3. Select the Groups and/or the Users to Allow/Restrict
4. Press the Save button to save the changes or the Cancel button to exit the Rights box.

Edit an Expense

1. Go to Packages Icon > Accounting Automation > Expenses.
2. Click on the Expense you want to edit to open it.
3. Click on the Edit button to open the edit form.
4. Edit the information you want and click on:

• • Save to save the changes and close the edit form.
  • Cancel to close the edit form without saving.

Actions in an Expense

1. Go to Packages Icon > Accounting Automation > Expenses.
2. Click on an expense to view it.
3. Click on the Actions Button in the expense and a list of options appears. Choose:
   
   • Delete to delete the Expense (Delete an Expense).
   • Print to open the Expense in a new tab so that you can print it. Follow your browser’s default printing procedure.
   • Notify to notify specific Comidor groups or Comidor users or external recipients via email (Notifications).
   • Link with to Link the Expense with other entities. Follow the procedure of Link With.

Managing a Group of Expenses

1. Go to Packages Icon > Accounting and Finance > Expenses.
2. Click on the CheckBoxes of the Expenses you want to manage and a list of options will appear.
   • Delete to delete the Expenses (Delete a group of incomes).
   • Link with to Link the Expenses with other entities. Follow the procedure of Link With.
   • Copy as to make a copy of the selected expense(s). In the pop-up that appears, define the title and the date of the copied expense, and click on Save.

Comparison

Get a graphic chart for the Expenses on a yearly and monthly basis.

1. From the Actions Button in the table of Expenses, choose the option Comparison.
2. Check results.

Reports

1. Click on the Actions Button in the table of Expenses and click on the option Reports.
2. The Unit Expenses Reports will open.
   • In this Unit, you can get Reports per Expense(s) according to the Filters that you have set.
   • Set the Filters by following the procedure Set Filters.
   • Click on the kind of Report you want to get.
   • Each time you click on a Report a new table is appended.
   • If you choose Expenses per month you get a report of the sum of the Expenses per month.
   • If you choose Expenses per category you get a report of the incomes per Expense’s category.

Report Actions

1. Click Graph and get a Graph of your Report (Chart).
2. Click Print to open the report in a new tab so that you can print it. Follow your browser’s default printing procedure.
3. Click Export to open the report in a new tab and save it as a PDF file.
4. Click on the X button to close the report.

Export

1. From the Actions Button in the table of Expenses, click on the option Export to open the Expenses in an MS Excel file.
2. In the pop-up window that appears, select All pages or Current Page.
3. Click on OK to open an MS Excel File or Cancel to go back to the view form or close the window (X).
   • Make sure that your browser doesn’t block the pop-ups.

Print

Click on the Actions Button in the table of Expense and click on the option Print to open the Expenses’ table in a new tab so that you can print it. Follow your browser’s default printing procedure.

• Make sure that your browser doesn’t block the pop-ups.

Budgeting & Forecasting

Create an Entry in Budgeting & Forecasting

1. Go to Packages Icon > Project Management > Budgeting & Forecasting.
2. Click on the ‘+’ button at the top of the screen to open the Create Form.
3. Set a title and fill in the date of it or click on the calendar to select the date. By default, the current date is suggested.
4. Search for an Accounting code and select it or add a new one. See how to add Categories in Data Management.
5. Fill in the financial information of the Budget entity.
   • Income is the net value of the expected income.
   • Expenses refer to the net value of the expected expenses.
   • Debit is the net value plus the VAT of the expected income.
   • Credit is the net value plus the VAT of the expected expenses.
   • Cash in is the received amount of the expected income.
   • Cash-out is the amount of the expected expenses that you have paid.
6. Each entry may have its core relations. So, you can Link this entry with an Account, a related Process, and a Contract.
7. Then, click on Save to save the entry. Click on Save and New to save the entry and add a new one, or click on Cancel to close the create form and go back to the table of entries.

Edit an Entry

1. Go to Packages Icon > Project Management > Budgeting & Forecasting.
2. Click on the entry you want to edit.
3. Click on the Edit button to open the edit form.
4. Edit the information you want and click on:
   • Save to save the changes and close the edit form.
   • Save and notify to save but also send a Notification message to appropriate people.
   • Cancel to close the edit form without saving.
5. Click on the Actions Button in the Budgeting & Forecasting and a list of options will appear. Choose:
   • Delete to delete the entry.
   • Print to open the entry in a new tab so that you can print it. Follow your browser’s default printing procedure.
   • Notify to notify specific Comidor groups or Comidor users or external recipients via email (Notifications).
   • Link with to Link the entry with other entities. Follow the procedure of Link With.
6. Finally, users can either click on the Tags to view all the tags of this entry or follow the Tags Procedure, or on the Links and view everything that is linked to this entry or follow the Link with Procedure.

Managing a Group of entries

1. Go to Packages Icon > Project Management > Budgeting & Forecasting.
2. Click on the Checkboxes of the entries you want to manage and a list of options will appear.
3. Choose between:
   • Delete to delete the entries (Delete a group of Entries).
   • Link with to Link the entries with other entities.
   • Copy as, in order to make a copy of the selected entries. In the pop-up window choose the date of the copies.

Cashflow

1. Click on the Actions Button in the table of entries and click on the option Cashflow.
2. Check results.

Balance

The Balance graph chart compares the Income and Expenses on a yearly and monthly basis.

1. From the Actions Button in the table of entries, press on the option Balance.
2. Check results.

Budgeting Reports

1. Click on the Actions Button in the table of entries and choose the option Budgeting Reports.
2. The Unit Budgeting Reports will open.
   • The Budgeting report creates Budget Income and Expenses per month reports according to the Filters that you have set.
   • Set the Filters by following the procedure Set Filters.
   • Click on the kind of Report you want to fetch.
     • If you choose Budget Income per month you get a monthly report of the budget income.
     • If you choose Budget Expenses per month you get a monthly report of the budget expenses.

Cashflow Reports

The Cashflow Report creates an overview of the cash flow per month data.

1. From the Actions Button in the table of entries, click on the option Cashflow Reports.
2. The Unit Cashflow Reports will open.
3. Set the Filters by following the procedure Set Filters and choose the Cashflow per month report. A new table appears.
4. Click Graph and get a Graph of your Report (Chart).
5. Click Print to open the report in a new tab so that you can print it. Follow your browser’s default printing procedure.
6. Click Export to open the report in a new tab and save it as a PDF file.
7. At last, click on the X button to close the report.

Export

1. From the Actions Button in the table of entries, click on the option Export to open the Budgeting & Forecasting entries in an MS Excel file.
2. A pop-up window will appear.
3. Select All pages or Current Page.
4. Then, click on OK to open in an MS Excel File or Cancel to go back to the view form or close the window (X).
   • Make sure that your browser doesn’t block the pop-ups.

Print

Finally, go to the Actions Button in the table of entries and click on the option Print to open the Budgeting & Forecasting table in a new tab so that you can print it. Follow your browser’s default printing procedure.

• Make sure that your browser doesn’t block the pop-ups.

The post Income, Expenses, Budgeting (with Financial Reports) appeared first on Comidor Low-code Automation Platform.