The 'Details' tab displays the currently selected timesheet's activity details, which can be edited.
The fields are:
Case
This read-only field shows the case that the timesheet relates to.
Role (if visible)
The role of the employee.
Standard
A dropdown field for standard activities.
Charge Code
The charge code for a new activity cost. It identifies the range of services to be provided and can be set to any charge code associated with the service contract.
Plan
The Plan is associated with the cost estimate for the case.
Description
A simple description of the activity or service to be charged. This should be brief and will be the key label by which the activity is recognized and searched.
Code
The charge code to be associated with the new activity charge. This serves to identify the variety of service to be provided and can be set to any charge code associated with the service contract with which the new activity charge is associated.
Linked to Plan
If permitted, a cost can be either 'linked to a plan' or not. Typically, if a plan is used, only the dropdown plan entries can be selected and the cost is automatically linked to a plan. When the checkbox is on (an 'x' appears inside the box), the cost is linked.
Details
A field that can provide further information about the cost which may be included in the invoice as more details about the specific service provided.
Start
The start time (am/pm) of the activity
Finish
The finish time (am/pm) of the activity
Duration
The duration in hours (e.g., 10:00 equstes to 10 hours) of the activity
Rate
The monetary value to be charged per hour for the activity or service when it is provided.
Subtotal
The pre-tax value of the invoice currently being edited.
Duration left
The duration remaining in hours.
Apply GST
Checking this box will instruct the Iinsight system to apply a 10% GST value to the monetary value to be charged for the new item.
Total
The total expense associated with the new item or activity charge. This is calculated based on the unit charge and quantity, along with any GST to be applied.
Total remaining
The total amount of the remaining budget if linked to a plan (this will be whatever the plan budget is set at)
Other Details
Other details are:
Date
The date associated with the current activity.
Time
The time associated with the current activity.
Emp
The Employee that is associated with the specific timesheet.
Notes
Notes regarding the Timesheet activity.
Team
The selection of the team related to the activity.