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Frequently Asked Questions Online Help Troubleshooting Guide Upgrades Got A Question?

FAQ

Here is a collection of frequently asked questions you may find helpful in implementing and using Intertec TimePro.

Please contact us if you are still having difficulties.


BASIC:


ADVANCED:





Q: What is Intertec TimePro?

A: Intertec TimePro is an easy to use, web timesheet management system. It's simple - your staff can enter their timesheets, anywhere and anytime, via the web. All you need is a PC and access to the Internet.


Q: How is Intertec TimePro sold?

A: Intertec TimePro is available as a fully-hosted timesheet solution offered on a low-cost monthly or annual subscription basis. Intertec TimePro can also be purchased as an ''off-the-shelf'' licensed package that you deploy in-house (referred to as Intertec TimePro+) on your local network or Intranet. We also offer tailored solutions to customers who have specific timesheet requirements.


Q: Can the information I enter in Intertec TimePro be transferred to programs such as MYOB Accounting or other third-party applications?

A: Yes, with ease. The data you enter in Intertec TimePro can be exported as Comma Separated Format (CSV), Tab Delimited or HTML. This is then easily imported into other applications such as Microsoft Excel. Intertec TimePro also has an optional MYOB Integration Module designed to streamline the process of creating sales invoices and service purchases using the time records entered into Intertec TimePro.


Q: How is Intertec TimePro going to save me time and money?

A: Intertec TimePro will save you money by reducing the time it takes to manage and administer your timesheet process. Intertec is comprised of a team of up to 20 consultants working both at our local Head Office as well as remotely on customer sites. Since using Intertec TimePro we have reduced our timesheet administration and accounting overhead from 2-3 days to 2-3 hours each fortnight, achieving a tangible saving of $8,320 per year. Depending on the number of staff in your company, you may achieve similar or much greater savings almost immediately by automating your timesheet process with Intertec TimePro. Intertec TimePro is currently used by business with between 5 and 150 staff.

Intertec TimePro will also save you time and money by improving the efficiency, accuracy and validity of your timesheet process. You can be sure that the time spent by your staff is correctly validated at the time of entry and accurately invoiced in your accounts.


Q: Why should I use Intertec TimePro over other timesheet solutions?

A: Intertec TimePro has been developed specifically for the web. The application interface for both Administrators and End-Users is entirely web-based. This allows us to offer you the option to use Intertec TimePro as a hosted solution on the Internet or if you prefer, the option to purchase the licence to host the application on your own Network.

Intertec TimePro has been developed by an Australian owned and operated business, which means that we adhere to Australian standards, so you have no problems with overseas date formats, currencies or taxes. As we are a local company you are also guaranteed the best possible on-going product support to ensure you receive the best results from using our application.

Intertec TimePro is also so easy to use that it requires no end-user training. This means your staff will be productive in entering their timesheet records from day one. The application is also highly configurable so it can be simply tailored for your business when setting up initial system parameters.

If you still need more reasons why Intertec TimePro is Australia's premier online timesheet solution, then have a read of our Product Overview.


Q: Is the data I enter in Intertec TimePro safely backed up?

A: Intertec TimePro is hosted at WebCentral (www.webcentral.com.au), Australia's largest and most experienced web hosting company.

The data is backed up on WebCentral's large servers continuously, and backed up to tape every 24 hours.

WebCentral uses Exabyte and Tandberg automated tape libraries to provide complete backup coverage for all data centres. There is a total daily backup capacity of 4.9 Terabytes, with transfer rates of 160Mb/min. All backup units are automated for minimal human intervention.

Backup tapes are rotated off-site to storage vaults on a weekly basis. This provides added security for customers' data. The off-site vaults are thermostatically controlled, monitored for temperature and humidity and have dust filtration and pest suppression systems.

For Further Information on WebCentral please visit the link provided below:
http://www.webcentral.com.au/aboutus.php?p=home&t=whychoose



Q: Is Intertec TimePro affordable and suitable for my business?

A: Intertec TimePro is an affordable solution targeted at a global market to cater for the needs of all types and sizes of businesses that can benefit from using an online time recording and management system. With a hosted solution you have no expensive infrastructure, installation, setup or maintenance costs. Our pricing model is generously tiered so that the majority of small to medium sized businesses will be able to take immediate advantage of a low entry cost point with high transaction throughput. In simple terms, the pricing model provides great flexibility at very affordable rates.

Intertec TimePro is currently used by business with as few as 5 staff to large organisational deparments with up to 150 staff. The more staff you have, the more benefits you will achieve.


Q: What is the difference between Intertec TimePro and Intertec TimePro+?

A: The Intertec TimePro application is hosted for you, all you need is a PC and access to the Internet to run the application. Intertec TimePro is purchased on a subscription basis via our web site.

Intertec TimePro+ is for organisations looking for a timesheet solution to be hosted in-house to run on their own servers. Intertec TimePro+ is purchased upfront rather than being paid for on a subscription basis.


Q: What kind of computer system do I need to install Intertec TimePro+ In-house?

A: Intertec TimePro+ has the following system requirements:

Operating System:
  • Windows® XP Professional
  • Windows® 2000 Professional, Server or Advanced Server
  • Windows Server™ 2003 Standard, Enterprise, Web or Small Business Server Edition
Software:
  • Microsoft SQL Server® 7.0/2000, or Microsoft SQL Server 2000 Desktop Engine (included)
  • Microsoft Internet Information Server® (IIS) 5.0 or later (included with the Windows operating system)
  • Microsoft Visual Basic® 6 runtime components - recent versions of Windows (e.g. Windows 2003/XP) have the latest VB6 components; if you are running an older version of Windows, the following Microsoft KnowledgeBase article provides a link to the latest version if required: Knowledge Base Article - 235420
Supported Web Browsers:
  • Microsoft Internet Explorer 5 or later,
  • Mozilla 1.1 or later,
  • Firefox 1 or later,
  • Netscape 6 or later,
  • Opera 7 or later
Minimum Hardware:
  • Intel Pentium III or later
  • 128Mb RAM
  • 100MB free disk space

Q: I have forgotten my password, what should I do?

A: You will need to contact your system administrator or your manager to arrange to have your password reset. Unfortunately we are not authorised to distribute logons and passwords for security reasons.


Q: What kind of technical support can I expect?

A: You can log a support request via email at support@timesheets.com.au.

Intertec TimePro Premium and Intertec TimePro+ users are also entitled to phone support.


Q: Does Intertec TimePro support alternative time entry formats?

A: Intertec TimePro can be configured to support a simple entry format of just the hours worked or to force the end-user to enter both the start and finish times and then automatically calculate the number of hours worked.


Q: Is the information that I enter into Intertec TimePro both safe and secure?

A: Intertec TimePro users can only access the software with a valid Company ID, UserName and Password. The Company ID is a unique identifier which is set up for you when you first subscribe to use the application. All data is held in your own partitioned database schema created on Servers protected by un-interruptible power supplies and backed up nightly for the purpose of disaster recovery.

Secure Socket Layer (SSL) encryption is available as an optional extra if it is required.


Q: How do I change a timesheet period from say Sun-Sat to Mon-Sun?

A: Intertec TimePro recognises that not all organisation operate Monday-Sunday. If your business timeframes are different, then you can change your timesheet period as appropriate by editing the Period Base Date in the Settings tab, under Period Control in Intertec TimePro.


Q: How do I edit a timesheet that has already been completed?

A: Staff are deemed to have completed their timesheet for a period when they choose the 'Timesheet Complete' button. To ensure data integrity, especially post invoicing, a Completed timesheet can only be unlocked by the system administrator.


Q: Who sets up the information such as Staff, Projects, Customers and Suppliers?

A: The system administrator is responsible for setting up the initial data for Intertec TimePro including tables such as Staff, Projects, Customers, and Suppliers.


Q: We work on multiple projects, is there a limit to the number of projects we can enter?

A: Intertec TimePro has no limit on the number of Projects.


Q: What training tools are available to provide the team on basic operating functionality?

A: No training is required for end users. Administrators should read the Intertec TimePro Setup Guide in the Online Help Guide.


Q: Can staff/contractors review their timesheets at any stage?

A: Yes - the administrator can set the number of previous and future periods they want normal users to be able to view. Users can do this via the View Timesheet option, printing off their Timesheets or via the Staff Time Tracking Report.


Q: With Intertec TimePro hosted, does the monthly fee include software updates?

A: The monthly fee does include software updates - new versions are the same monthly cost. However when upgrading to a new major version (which is optional - approx once per year) we reserve the right to charge a data migration fee - to cover the time it takes our staff to upgrade and migrate your data to the new system - normally capped at 1 hour.


Q: With Intertec TimePro hosted, does the monthly fee include the support?

A: Yes - the monthly fee does include email support. Phone support is provided to premium customers (>50 users). However you can pay more to have phone support if you are only on a standard plan - not really necessary for most customers. In any case you are free to call our office during the first month when you are getting the system up and running - no cost.


Q: Can I integrate Intertec TimePro into my Web Site / Intranet?

A: Intertec TimePro Logon Anywhere Feature

Intertec TimePro can be integrated with your Intranet or Web Site to allow staff to logon from your systems rather than the www.timesheets.com.au web site.

An added benefit is that your staff no longer need to enter your assigned 3 character customer ID when logging on. This is seen as a major advantage of the Intertec TimePro system for many customers.

To take advantage of this FREE feature, simply cut and paste the sample code into a web page on your Intranet or Web Site. Remember to change ??? to your assigned 3 character customer ID.


Q: I want to set-up Intertec TimePro on our local server. Is this possible?

A: Yes, Intertec TimePro+ is the product designed for in-house deployment, more information about Intertec TimePro+ is available here.

Intertec TimePro vs Intertec TimePro+ Comparison Overview
Intertec TimePro has the advantage of not requiring any software installation, setup and running costs.

Intertec TimePro+ has the advantage of that it can be further tailored to meet specific customer requirements or to integrate with other third-party business systems. It also has higher security as all your data is stored on your local servers.


Q: I am having trouble logging in, what do I do?

A: Intertec TimePro as a hosted application service can be logged into using the timesheets.com.au portal web site at www.timesheets.com.au. You will require a valid Company ID, Name and Password to log into the application. Intertec TimePro as a corporate solution will be accessible through the corporate private network. You will only require a valid Name and Password to log into the application.

Some of the reasons why the system might not allow you to login include:

  1. License key has expired - Please contact your administrator or Intertec TimePro to renew your annual license subscription.

  2. License key is invalid - Please contact your administrator or Intertec TimePro to re-issue you with a valid license key.

  3. Unable to access the login page - Intertec TimePro as a hosted application might be temporarily down for site maintenance at the ISP. If the hosted application cannot be accessed for a lengthy period (> 30mins), then Intertec TimePro will make best attempts to notify you of any such delay. If you are unable to login into the corporate application then please contact your system administrator.


Q: The system seems to log users out after a certain period of time, is it possible to change this so that users can have timesheets open all day?

A: Yes. To do this, go to the ‘Settings’ tab in Intertec TimePro, select the ‘System’ category from the drop down menu, and then click on ‘Display’. Change the ‘Session Timeout Period’ from 60 to 600 (ie. 10 hours).

Please note that this setting is not 100% effective as web servers will tend to clean up inactive sessions if they are not being used and the web server is under heavy load.


Q: The standard Intertec TimePro reports don't give me the data that I want. Can I have a custom report created and, if so, what is the cost to have a custom report written?

A: Intertec TimePro Custom Reports can be created for your business’ specific reporting needs – whether to apply your business rules, or to present report information to suit your business reporting needs.

As the complexity of the reports are often not known until we examine your requirements, a formal analysis of your Custom Report requirements is undertaken, from which we will prepare a written requirements specification and quote for your approval. The length of this analysis depends on the complexity of the report and involves further discussions with you to help us identify the way you expect the report to work. The analysis usually takes a minimum of 2 hours at $150/hour exc GST.

Upon your approval of the requirements specification and quote, we will then undertake to construct the report and deploy it to your Intertec TimePro account.

Please note that minor changes to the default reports in Intertec TimePro, which take no more than 1 to 2 hours to construct, eg. the insertion of a company logo into the report, can usually be quoted on a fixed-price.

Custom reports are analysed, developed and tested using our Custom Report Methodology. As a guide, a typical custom report generally requires between 4 to 8 hours work, with more complex reports requiring 1 to 2 days work. All custom report consulting work is charged at $150/hour exc GST.

The Intertec TimePro Custom Report Methodology

  1. Analysis – An analysis of your custom report requirements. Deliverable: A requirements specification and quote for your sign-off.
  2. Development – Upon your approval of the requirements specification and quote, we develop your custom report as per the specifications. Deliverable: Completed custom report.
  3. User-acceptance testing – You test the custom report to make sure that it functions as described in the requirements specification. Deliverable: Sign-off on the custom report.
  4. Deployment – The custom report is deployed to your Intertec TimePro hosted service account or In-house solution.

If you require a custom report produced for your Intertec TimePro account, please contact us.


Q: We have 10 full time consultants who use Intertec TimePro along with a pool of about 15 people who we use periodically depending on the projects we have running. Does the licensing allow for us to activate certain users at different times depending on who we are currently using?

A: Yes - you could purchase, for example, a 20-user licence if that's only how many staff you need to track at any given time. You can have 25 people in Intertec TimePro and have 5 disabled (which basically means they can't enter time until they are made Active).


Q: Is there a section for project expenses in the timesheet such as meals, petrol/km. etc?

A: Yes - ensure you have Expense Tracking turned on in the Intertec TimePro Configuration settings (Settings tab). For more information look up "Expense Tracking Setup" In the Intertec TimePro Online Help Guide.


Q: Is there a section in Intertec TimePro for leave and holiday times?

A: Yes - there are lots of different ways of achieving this - one way is to set up a Project for each type of leave you want to track

eg Projects such as:
Your Company Name - Holiday Leave
Your Company Name - Sick Leave
Your Company Name - Public Holidays

The most efficient method of setting this up is to create one Project only, attach all the staff required to that Project and then Copy the Project to create your second and so on (saves you having to create Staff Project records for the subsequent Projects).

Another option would be to use Global Tasks for the leave types and record them against an Internal Project - eg Your Company Name Internal or Your Company Name Leave.


Q: Do you have a reseller partner agreement for Intertec TimePro?

A: Yes - we do have a Reseller arrangement - Please contact us for more details.


Q: We currently have a lot of contractors who may work one week but not the next. Is there a way we can lock the timesheet for specific staff if we know they are not working that week?

A: Yes - the best way to achieve this would be to have the staff member (or Administrator) press the Timesheet Complete/Submit button - this effectively then locks the timesheet.


Q: If multiple people are working at one client, will they all appear on the one invoice?

A: Intertec TimePro supports both single and multiple invoice options.

Invoices can be created per Customer or per Project. In this case you will most likely use per Project. If you had multiple people on one Project then they will appear on one sales Invoice. To achieve one sales invoice per person you would allocate each person to their own Project.


Q: Can staff/contractors use Intertec TimePro as a diary/scheduling tool?

A: Yes - the administrator can set the number of forward periods that are available to record entries against and thus the ability to schedule work.


Q: How do we apply various rates for various people/clients?

A: Rates are stored when you assign a person to a project (Staff Projects). This gives you the ultimate flexibility as a person can have different rates for different projects that they work on. Intertec TimePro also gives you the ability for a staff member to have multiple rates on one Project (eg a person my be a Project Manager and an Analyst on one project and have different rates for these 2 roles).


Q: Is there a non-billable section, eg tick box (still pay the contractor but not charge the client)?

A: Yes - set Project to "Non-chargeable" and you could also set the charge rate to $0. This would allow you to still create Purchase Invoices from Intertec TimePro for this contractor but not charge any client.


Q: Is there any way you can export the Description of Tasks Undertaken field to the Notes field in MYOB instead just having the project description exported to this field?

A: The notes field in MYOB is populated from the "Staff/Projects" Description during the MYOB export. Normally it would be recommended to store something like "Professional Services provided by John Smith" in this Description field in Intertec TimePro so this is what you will then see in your MYOB invoice line (not the project description).

There are two options that should be able to help you out if you need more detail than the above will give you:

  1. Use the Timesheet Batch-Print facility in Intertec TimePro to print out a detailed timesheet to send out with your customers invoice - this will show the detailed tasks undertaken.. (You can customise the details shown on the Timesheet by choosing a different Print Template - see the Projects screen). This is how the majority of Intertec TimePro clients work. The invoice contains a summary of the work undertaken (ie generally one line item for each person working on the project). The timesheets are then printed off via the Batch-Print facility that corresponds to the invoice run (do the MYOB export first before running the Batch Print).
  2. A second option is that as we are the developers of the Intertec TimePro system we can modify the system to meet your exact requirements via our Intertec TimePro Customisation Services. There are additional consulting costs involved for this service.

Q: If we started with the hosted solution and then later wanted to purchase the software and install it on our own network, would we be able to get the database downloaded?

A: Yes - the two systems (Intertec TimePro and Intertec TimePro+) use exactly the same database structure so we can do that quite simply. We would supply you with a database backup of your hosted data which you would restore locally, alongside your Intertec TimePro+ database, and then run our Intertec TimePro Copy script to transfer the data across.


Q: We have 3 offices, A, B, C and we would like to be able to 'group' people. For example the 'A' office would like to be able to print out a total billable time for all their employees across all their projects. Is this possible?

A: Yes - there are a couple of approaches to this, so it depends on your requirements as to what will suit you best.

Firstly we can actually set up 3 separate Intertec TimePro systems for you with identifiers like OFFA, OFFB and OFFB. However, if you need consolidated reporting across the 3 groups then you would need to do a data export from each system and massage the data in MS Excel, MS Access or other spreadsheet/database package. TimPro has a very good data export facility so this is quite straightforward.

Another option is to use just one Intertec TimePro system but to use the Staff Type to differentiate between the different groups.

One last option is to use another field on the Staff Table such as the Reference field to store which group your staff belong to. With this approach there are no in-built reports which report by Reference field but we can create a custom report for you (pretty simple) or you can export the data to MS Excel, MS Access.


Q: We would want to have the ability to archive timesheets that are more than 2 years old. Is this possible?

A: Yes - there are a number of options with data more than 2 years old:

  1. Purchase additional storage for time records greater than 2 years ($6/user/year inc GST)
  2. Archive yourself by using the Time Data Export (on the Timesheet Tab)
  3. Request Intertec to create a SQL database backup containing all of your TimePro data, which is provided to you on a CD/DVD or via download. ($600 ex GST)

Q: Intertec TimePro won't let me enter 24:00 as a finish time. Is there a fix or workaround for this?

A: Yes - in your Intertec TimePro settings ensure that "Allow Time Entry Past Midnight" is turned on. This will allow you to enter 00:00 for midnight (or later). Please note that 24:00 is not a valid time so it can't be entered (after 23:59, the next time is 00:00).


Q: The system seems to keep timesheet approvers (Managers) separate from timesheet users (Staff). Am I right to assume that if someone is a project manager, and therefore a Manager, but must also complete timesheets (Staff) they need to have 2 IDs - one as a Staff member, and one as a Manager?

A: Yes - any person who needs to authorise timesheets (manager) and also record their time (staff) is set up in both the Managers and Staff tables (although note that only Staff have a logon ID - managers do not logon to the system). There are a couple of reasons behind this - the most fundamental is that we didn't want to inconvenience managers authorising timesheets with logging on to the system, as it just gets "too hard" for them. This is why an email is sent with an encrypted key which displays the timesheet to authorise - makes it very quick and easy for them. We also wanted to keep managers separate as they may often be people outside of your own organisation - for example if you had a staff member working at a client site you could set that client up as a "manager" to authorise the timesheet. Managers are also not included in your licence count - only Staff are.


Q: How do I move my Intertec TimePro+ In-House installation to another server?

A:

  1. Install Intertec TimePro+ In-House on the new server as per your original install.
  2. Verify that the new installation is working, albeit with the new freshly installed empty database.
  3. If you wish to move your Intertec TimePro data from your old server to the new server see separate FAQ below.
  4. Transfer any other remaining data files form the old server to the new server:

      If you use the Electronic Signatures feature of Intertec TimePro you will need to copy your signature files from the old version to the new version.
      File Location: (usually C:\Program Files\Intertec TimePro+\Web\TPxx\User\TP_\Signatures)

      If you have any Custom built Intertec TimePro Timesheet Templates you will need to copy the files from the old version to the new version.
      File Location: (usually C:\Program Files\Intertec TimePro+\Web\TPxx\User\TP_\Templates)

      If you have any Custom built Intertec TimePro Reports you will need to copy the files from the old version to the new version.
      File Location: (usually C:\Program Files\Intertec TimePro+\Web\TPxx\User\TP_\Custom)


Q: How do I move my Intertec TimePro+ In-House database to another server?

A: It is recommended that you have your SQL Server database administrator or local IT server specialist undertake this task. Whilst it is mostly a straightforward task, it can get involved with remapping user logins from one SQL Server to another to get the logons and permissions working again after the restore – this should really be done by a local specialist.

You may also want to refer to the following information from Microsoft:

How to move databases between computers that are running SQL Server

Note: If you are only moving the Intertec TimePro database to a new server (ie the Intertec TimePro+ In-House application is staying where it currently is) then all you will need to do once your Intertec TimePro+ database has been successfully restored is to edit the Intertec TimePro “global.asa” file in the following directory (or equivalent):

c:\Program Files\Intertec TimePro+\Web\ (default install dir):

In the global.asa file you will find some references to your old database server in the connection strings – simply change these to point at your new database server.


Q: What is the recommended approach for Backup/Recovery of Intertec TimePro?

A: There are two main areas to consider when backing up Intertec TimePro:

1) Intertec TimePro Application:
It is recommended that you add the directory "C:\Program Files\Intertec TimePro+" (or equivalent installed location) to your normal file backup for the web server that Intertec TimePro is installed on. Note: adding Intertec TimePro to your backups, will not be required if you already backup the "Program Files" directory as it will automatically be included in your backups. All Intertec TimePro related files (except the database) are stored in this one location and so that is all that is needed to be backed up.

2) SQLServer Database:
It is recommended that the Intertec TimePro database be added to your standard SQLServer database backup maintenance plan and backed up as per all of your other SQLServer databases.

Disaster Recovery
In the case where you have a complete unrecoverable server failure and need to get Intertec TimePro up and running as soon as possible, then you simply use the installation software to install Intertec TimePro on another working server. This will then give you a working Intertec TimePro system with an empty database. Your SQLServer administrator can then restore the Intertec TimePro database from backups to restore the data.

The only data that is stored outside of the database that may then need to be restored are any custom templates or reports that may have been written for you, and any graphic signature files - all of which are all stored in the following location:

"C:\Program Files\Intertec TimePro+\Web\TP46\User\TP_"

This directory could then be copied over the equivalent directory in the new install from your backups if needed.

Similar information to the above is also covered in a little more detail in our Intertec TimePro FAQ which you may like to refer to: How do I move my Intertec TimePro+ In-House installation to another server?


Q: How do I add custom timesheet templates to my Intertec TimePro+ In-house installation?

A: Custom project timesheet templates are usually provided in .ZIP file format. You need to added the templates to your TimePro+ In-house installation before they are available for use.

  1. Extract the contents of the .ZIP file to your computer. This will normally expand to a folder called TP_ which contains a number of files and sub-folders. The contents of this folder mirrors the TP_ folder in your TimePro+ installation, which is located, by default, in /Intertec TimePro+/Web/TP50/User/TP_/ .

  2. Copy the files to their respective locations in the TimePro+ installation on your server.

  3. Access TimePro+ In-house and go to the 'Settings' tab. Select the 'Template' icon.

  4. Click 'Add Template'.

  5. In the template field, enter the entire filename of the custom template .ASP file. For example, if the filename is 'ABCServices_Generic.asp', enter this in the field.

  6. Using the Key: drop down menu, select the appropriate key value for this template (we will inform you of the key value to use).

  7. Save the new template.

  8. Next, you need to assign the new template to Projects in your TimePro system. To do this, view the Projects listing (Admin > Projects), and edit the relevant records, assigning this to the new timesheet template.

  9. Test that the new template is working.


Q: Can Users send their timesheets via email?

A: Yes, timesheets can be included in the body of email messages by copying and pasting the timesheet from Intertec TimePro into the email (on PC: Control+A, Control+C and Control+V). Another method, which is quite a professional approach, is to print the timesheet to a PDF file and then send the file as an email attachment. There are a number of free applications such as CutePDF Writer and Primo PDF which allow you to do this.

Some web browsers allow users to "send a web page via email". Intertec TimePro is not designed to do work with this function, as Intertec TimePro web pages are created dynamically. We recommend that Users use one of the above methods if they would like to send their timesheet via email.


Q: How can I configure Intertec TimePro to match my timesheet requirements and process?

A: Intertec TimePro is highly configurable to address the needs of a diverse range of organisations with their own unique time management requirements. For example, you can select from weekly, fortnightly and monthly time periods and even decide on whether or not you wish to use start/finish times or simply worked hours for time entry. Intertec TimePro also provides regional settings for handling currency types, tax rates and date formats of different countries. Following is a table listing the various configurable options in Intertec TimePro.

Custom Text
Staff Welcome Message This text is optionally sent as an email message when new staff are added to the system.

The tag [Customer ID] may be included to have your unique Intertec TimePro customer identification code substituted automatically - if it is included, it must be written exactly as specified, including the square brackets.

The tag [Logon ID] may be included to have the Staff member's individual system logon code substituted automatically - if it is included, it must be written exactly as specified, including the square brackets.

The tag [Initial Password] may be included to have the default password applied to new accounts substituted automatically - if it is included, it must be written exactly as specified, including the square brackets.
Timesheet Footer Note This text is displayed at the bottom of the Web page on which timesheets are viewed, and on the bottom of timesheets.

The tag [CompanyName] may be included to have the Company Name (defined in the User Setting group) substituted automatically - if it is included, it must be written exactly as specified, including the square brackets.
Timesheet Finalise Text This text is displayed when a Staff member clicks on the "Complete Timesheet" button. It should stipulate the effective declaration which signing a timesheet represents.

Blank lines may not be included in this text - blank lines cause the button not to function. Any line breaks entered will be replaced by single spaces.
Reminder Email Text This text is displayed as a default email text in the Check Timesheets page. The text may be edited there before it is sent.

The tag [PeriodStartDate] may be included to have this date (defined in the User Setting group) substituted automatically - if it is included, it must be written exactly as specified, including the square brackets.

The tag [CompanyName] may be included to have the Company Name (defined in the User Setting group) substituted automatically - if it is included, it must be written exactly as specified, including the square brackets.
Reminder Email Footnote This text is appended to the foot of emails sent by the system.

The tag [CompanyName] may be included to have the Company Name (defined in the User Setting group) substituted automatically - if it is included, it must be written exactly as specified, including the square brackets.
Project Allocation Notification This text is optionally sent to staff members when they are added to a project using the Staff Project Details screen.

The tag [ProjectName] should be included to have the Project Name substituted automatically - if it is included, it must be written exactly as specified, including the square brackets.
Default Staff Project Description The tag [StaffName] may be included to have the Staff First Name and Surname substituted automatically - if it is included, it must be written exactly as specified, including the square brackets.
General
Use Electronic Signatures If On, automatically includes images of staff members signatures on printed timesheets, and allows signatures to be uploaded on the Staff update page. If the system has been configured to use Authorisation then Manager signatures are also included on printed timesheets.

If Off, the signature fields on timesheets are left blank for manual signing, and the signature upload feature is disabled for Staff and Managers.
Staff Administer Own Projects If On, users are allowed to maintain the list of Projects to which they are assigned. A 'My Projects' tab appears on the Settings menu.

If Off, only administrators can maintain ProjectStaff records. The 'My Projects' tab is not shown on the Settings menu.
Staff Administer Own Projects - Notification Applies only if [Staff Administer Own Projects] is On, and [Use Authorisation] is set to Project or Staff.

If On, the Project Manager or Line Manager, whichever is appropriate, will be notified by email of any assignments made by Staff. If there is no associated Project Manager / Line Manager then the timesheet system administrator is notified.

If Off, Managers are not notified.
Staff May Have Multiple Roles Specifies whether a Staff member may act in multiple Roles on a single Project, and therefore may have multiple charge and cost rates on a Project. It can be used also to specify overtime rates.

If On, a Role field becomes available on the Staff Projects screen as a qualifier, and different rates can be entered for each. The Role field is appended to the project names for selection of the appropriate record during timesheet input.

If Off, the Role field is hidden, and each Staff member has a single role/rate per project.
Apply Cost Tracking to Staff Projects This option provides for tracking costs by a cost code, for example a purchase order reference.

If On, the Staff Projects maintenance screens show a Cost Code column, and Cost Code maintenance and reporting are turned on.

If Off, Cost Code features are hidden.
Use Authorisation If set to None, timesheets are immediately marked as Complete when submitted by Staff.

If set to Project, timesheets require approval by authorising managers associated with Projects, before being marked as Complete.

If set to Staff, timesheets require approval by authorising line managers associated with Staff, before being marked as Complete.

See Authorisation Setup in the Online Help for the full details of Authorisation functionality.
Notify Administrator on Authorise Events Determines the authorisation events for which an administrator will receive notifications
Track Expenses Determines whether expenses may be recorded along with time input.
Enter Expenses Including Tax Determines whether expenses are entered into the system including or excluding Tax.
Expense Input Rows This controls the number of rows displayed in the expenses input, i.e. the maximum number of entries for a single period.
Colour Scheme This option allows you to choose one of the available colour schemes.
Licence
Licence Key This key determines aspects of system behaviour as well as the ability to use the system. It must be obtained from Intertec Consulting, and will be supplied as text in an email. The value should be copied to the clipboard and pasted into the edit form - it would be very difficult to type it correctly.
Period Control
Date Style Determines the ordering of date components. You may choose any one of:
Day-month-year, as used in most countries;
Year-month-day, as recommended by the ISO*;
Month-day-year, as used in the USA.

*ISO = International Standards Organisation.
Period Base Date This date is the date upon which period calculations are based, and it determines the period start day. More specifically:
- If period type is week-based, this date determines the first weekday of each period (e.g. 1 Jan 2001will result in weeks running from Monday to Sunday, while 31 Dec 2000 will result in weeks running from Sunday to Saturday).
- If period type is month-based, this determines the first day of each month (e.g. 15 Jun 2000 results in periods running from the 15th of one month to the 14th of the next month), with weeks running from Monday to Sunday.

If period type is monthly, the day number must not be greater than 28.
Period Type Timesheet periods may be based on either weeks or months.
Period Length This specifies the number of weeks in a week-based period. Period length may be a week, a fortnight or four weeks. It is ignored if PeriodType is month-based.
Periods Shown To Administrators This is the number of periods of current and historical information visible to Admin users.
Periods Shown To Users This is the number of periods of current and historical information visible to non-Admin users.
Future Periods Shown This is the number of periods of future information visible to all users. Use this to allow advance entry of information such as holiday leave or to schdeule work for the future.
Lockdown Date This is a cutoff date for editing of timesheet information. Time and Expense records dated before this date can no longer be modified, even by an administrator. This date need not coincide with the start of a period.
System
Admin Email Address Set this value to the email address for the Administrator of the TimeSheet system. This address is used as the 'From Address' for emails to staff from the Intertec TimePro system.
Tax Rate This is a factor which determines the calculation of tax-inclusive costs. At a minimum, it must be 1 if tax is not applicable. A tax rate of 10% would be expressed as a factor of 1.1.
Tax Code Specify here the applicable tax code, e.g. GST (in Australia), VAT (in Europe). The tax rate should also be set.
Currency Symbol Used to specify the currency symbol used when displaying monetary amounts.
Normal Users May Access This is a flag which indicates whether the system is running or is down for maintenance.

If On, all logons will be accepted.

If Off, Administrators will be able to log on, but logon attempts by other users will result in redirection to a notification page advising that the system is temporarily unavailable.
Session Timeout Period Each user session will persist for the number of minutes specified here. When the period has expired, the session will be abandoned.
Session Refresh Period This option allows an automatic page Refresh to be performed on the View Timesheet screen and Compact version display screens at a specified interval. This is a useful method to keep a timesheet session active to avoid session timeouts and the need to logon again.

It is recommended to initially start with a Setting of 10 minutes and then only to adjust to be more frequent if you still experience session timeouts.

Note: if setting a Refresh interval you should ensure that it is less than the Session Timeout Period above, otherwise the session will time out before the Refresh occurs.
Default Password Stores a default password to be assigned to new Staff or when passwords are reset.
Access Control Allows specific admin pages to be made available to non-admin users.

For example, to allow non-admin users access to the Project Cost Report and Project Task Report enter the corresponding program page names as the VALUE separated by commas: eg. ProjectCostReport.asp, ProjectTaskReport.asp

Once this configuration item has been set, go to the Reports option on the Settings Tab to define which non-admin users have access to the pages.
Time Entry
Input Rows This controls the number of rows displayed in the timesheet input, i.e. the maximum number of entries for a single day.
Input Time Field Options Determines the order in which fields are displayed on the Input Time screen. Also allows the Customer to be displayed as an additional selection on the Input Time screen, so that Projects can be selected by Customer if that is preferred.
Use Start/Finish Times Determines how time records are entered.

If On, a start time, end time and non-worked hours are used for time entry.

If Off, only worked hours are used for time entry.
Time Entry Text Option This option allows you to choose what additional information you wish to collect when Staff enter time records in the system. You can choose to allow for the selection of global Tasks from a drop-down list and for the entry of a textual description. You may choose to use either or both of these facilities.

Note: If you wish to use Project-specific Tasks, as well as or instead of global Tasks, please see the [Use Project-Specific Tasks] configuration option.
Time Entry Text Validation This option interacts with the Time Entry Text Option parameter.

It allows you to determine if the selection of a global Task and entry of a textual description are mandatory or optional, when Staff record time records in the system.

Note: this option does not affect Project-specific Tasks as their entry is always mandatory and never optional. Please see the [Use Project-Specific Tasks] configuration option.
Use Project-Specific Tasks This option allows you to link Tasks to specific Projects.

If On, the Project-specific Tasks functionality will be enabled and associated features and menu options will appear in the system. Where a Project has specific Tasks defined, Staff will be required to select one of these Tasks from a drop-down list when entering time records in the system.

If Off, the Project-specific Tasks functionality will be disabled.

Note: If you wish to use global Tasks, which are not Project-specific, as well as or instead of Project-specific Tasks, please see the [Time Entry Text Option] configuration option.
Allow Overlapping Times If On, no check is made of time ranges.

If Off, disallows input of time ranges which overlap each other. If one period ends at the same time that another begins, this is not considered an overlap.
Allow Time Entry Past Midnight If On, allows times to run over into the next day, for example allowing a shift from 20:00 to 04:00, running from one day to the next.

If Off, allows times from midnight (00:00) to just before midnight (23:59) on any one day.
Round Worked Hours Specify the required time recording interval that entered hours must be rounded to, to pass time validation, i.e. the fraction of an hour you work to.
Preselect Projects on Input If On, all Projects, or as many as will fit on a page, are pre-listed for timesheet entry.

If Off, the first line of a new day's entries defaults to the last project used, if any, and remaining rows are left blank.
Allow Negative Time This option determines if Negative Time entries are allowed and if so who has access to this ability. The entry of Negative Time can be a useful facility for the purposes of correcting errors in past periods.
Allow Entry of Zero Time If On, allows for the entry of zero hours, or start and end times to be the same. This can be useful if you require Staff to submit a timesheet even if they have not worked during the period - they can enter zero hours/time.

If Off, you cannot record a time record with no time.

Important Note: If this option is chosen, it is not possible to enter 24 hours as a single entry.
MYOB Common
MYOB Accounting System Used to specify which version of MYOB software you are running.

Intertec TimePro-exported data has been extensively verified as being compatible with the various versions of MYOB. However, if you should have problems when trying to import data into MYOB which has been exported from Intertec TimePro, please contact Intertec Consulting.
MYOB Purchases
Professional Services Expense Account This is the account which will be debited by invoices for Professional Services.

MYOB expense account numbers take the form 6-XXXX. Enter this without the dash, e.g. 61000 instead of 6-1000.
Purchases Invoice Type Used to specify which version of Purchases document to generate.

Note 1: MYOB FirstAccounts supports only the Service and Miscellaneous documents.

Note 2: For MYOB version 10 for the Macintosh, Intertec TimePro currently provides support only for the Professional invoice.

Note 3: Business Basics and FirstEdge support only an Item invoice, which is not supported by Intertec TimePro
Puchases Invoice Content Used to specify how much information appears on one invoice, and the order in which invoices are generated.

This serves as a default value only. You may select the detail level required at the time when you do the export itself. The value chosen here will be preselected.
Purchases Payment Terms Used to specify the terms to be specified on professional services expenses.
Purchases Payment Due Days Used to specify the number of days within which payment is due.
Purchases Interest Rate Used to specify themonthly interest rate you pay on overdue accounts.
Purchases Discount Days Used to specify the number of days within which you may claim an early-payment discount.
Purchases Discount Rate Used to specify the percentage discount you receive on early payments.
MYOB Sales
Sales Income Account Used to specify the MYOB account code to which Sales Invoices will be credited. This is needed only if the invoice type used is not Time Billing.

MYOB income account numbers take the form 4-XXXX. Enter this without the dash, e.g. 41000 instead of 4-1000.
Sales Invoice Type Used to specify the type of Sales Invoice to be generated.

Note 1: MYOB Business Basics, FirstEdge and FirstAccounts do not support the Time Billing invoice.

Note 2: For MYOB version 10 for the Macintosh, Intertec TimePro currently provides support only for the Time Billing invoice.
Sales Invoice Content Used to specify how much information appears on one invoice, and the order in which invoices are generated.

This serves as a default value only. You may select the detail level required at the time when you do the export itself. The value chosen here will be preselected.
Sales Payment Due Terms Used to specify the terms to be specified on Sales Invoices.
Sales Due Days Used to specify the number of days within which payment is due.
Sales Interest Rate Used to specify the monthly interest rate you charge on overdue accounts.
Sales Discount Days Used to specify the number of days within which you grant an early-payment discount.
Sales Discount Rate Used to specify the percentage discount you allow on early payments.