Time Entry Sieve
CATCH time entry errors BEFORE your TimeSheet Review
The “Time Entry Sieve” report is designed to allow you to CATCH Time Entry errors WHEN they occur so you can have them FIXED BEFORE you spend time doing your timesheet review. You can view these erroneous entries on-screen, or have them e-mailed to you or anyone you choose on a daily basis (or any schedule you choose).
WHY IS THIS IMPORTANT?
Very simply, this saves you time in your timesheet review process by allowing you to alert engineers of time entry errors BEFORE they submit their timesheets. We allow YOU to define what is a time entry “error”, so we go way beyond the rudimentary error screens in ConnectWise. YOU define what is a time entry error in your MSP Practice. Define it once, then have the report run every day to “keep watch” for time entry errors.
DEFINING TIME ENTRY ERRORS
You define the time entry errors that you are looking for via the FILTER button at the top of the report. Here’s some examples:
Once you’ve DEFINED the error(s) you are looking for, you can SAVE that definition for later use (or scheduling) by just clicking “SAVE” (upper-right of the screen), and then providing a “name” for this report definition (which we refer to as a “bookmark”):
Now, you can schedule that to run and be e-mailed: