Time Forecasts

This article will help you navigate through the features and functionalities of Time Forecasts in BizVue.

Getting Started with BizVue

1. Log In:

Once you log in, you will be directed to the BizVue home page. The home page displays a dashboard that gives you an overview of the app’s core features. The navigation menu is located on the left side of the screen.

2. Access Time Forecasts:

• Click on your profile picture at the bottom left and then select Time Forecasts.
  

Steps to Create a Time Projection in Time Forecasts

1. Select Account or Department

• Click on + Add Account/Department.
  
• Choose to add an account (client) or a department (internal entity) for time forecasting. Use the dropdown menu or search function to find and select the appropriate account or department.
  

2. Select TE Code

• Click on Add TE to select a Code.
• You can choose any TE Code that you have assigned to the respective accounts and departments.
  

3. Add Hours for Projection

• Double-click on the time slot to the right of the TE Code and enter the projected time.
• Click off the table to auto-save the entry.
  
  

Time Forecast Complete!

To make any changes to a forecast, you can click on entries to edit them or click on the trash can icon to the right of an entry to remove it.

This guide aims to provide a comprehensive understanding of time forecasts in BizVue. Follow these steps to efficiently organize expense entries.

Time Entry

This article will help you navigate through the features and functionalities of Time Entry in BizVue.

Getting Started with BizVue

1. Log In:

Once you log in, you will be directed to the BizVue home page. The home page displays a dashboard that gives you an overview of the app’s core features. The navigation menu is located on the left side of the screen.

2. Access Expense Entry:

• Click on Time & Expense Entry in the left navigation bar.
  
  
• On the Time & Expense Entry page, click on Time at the top left, and then + Add Time on the right side of the page.
  
  

Steps to Add an Time Entry in BizVue

1. Select Account or Department

• Are you entering Internal Company time or Billing a Client?
• Adding Department time is for internal payroll.
• Adding Account time is for client billing.

2. Add Project/Task

• Account Time and Department Time Entries require a project for time entry.
• Select the appropriate project from the drop-down for your time entry.
• Optionally, select a task to add more details to the entry.
  
  

3. Select TE Code

• Click on the drop-down menu to select a TE Code.

4. Add Time Worked

• Enter the time from left to right. For example, if you want to enter 4 hours and 40 minutes, you would enter 0440.
• Click Add Time and we’re finished!
  
  

Time Entry Complete!

You can click on the green plus next to your entries to start a new entry on that date. This quick add feature also auto-fills the Account/Dept, Date, and TE code from the same row.

We’ve finished adding a time entry in BizVue. To make any changes to a time entry, you must click on the entry itself on the Time & Expense Page to view the Time Entry Slideout. On the slide-out, you can make any edits by clicking on the edit pencil.

This guide aims to provide a comprehensive understanding of time entry in BizVue. Follow these steps to efficiently organize expense entries.

Expense Entry

This article will help you navigate through the features and functionalities of Expense Entry in BizVue.

Getting Started with BizVue

1. Log In:

Once you log in, you will be directed to the BizVue home page. The home page displays a dashboard that gives you an overview of the app’s core features. The navigation menu is located on the left side of the screen.

2. Access Expense Entry:

• Click on Time & Expense Entry in the left navigation bar.
  
  
• On the Time & Expense Entry page, click on Expense at the top left, and then + Add Expense on the right side of the page.
  
  

Steps to Add an Expense Entry in BizVue

1. Select Account or Department

• Are you entering an internal company expense or expensing a client?
• Adding Department time is how you add internal expenses for payroll.
• Adding Account time is how you add client expenses for billing.

2. Select Date of Expense

• Choose the date when the expense occurred.
  
  

3. Add Expense Amount

• Enter the correct expense amount.

4. Select Expense Type

• From the drop-down menu, select the expense type. Most expense types require a receipt, but there are some cases where a receipt may not be required.
  
  

5. Add an Expense Description

• Add a short, detailed description of the expense.
• This description (and the amount) will need to be approved by your supervisor or whoever approves your expenses.

6. Attach a Receipt (if required)

• When you’re finished adding a receipt, click on Add Expense. If Add Expense is grayed out, it’s likely you’re missing a field.
• We’ve finished adding an expense entry in BizVue. To make any changes to an expense entry, you must click on the entry itself on the Time & Expense Page to view the Expense Entry Slide-out. On the slide-out, you can make any edits by clicking on the edit pencil.

This guide aims to provide a comprehensive understanding of expense entry in BizVue. Follow these steps to efficiently organize expense entries.