How to add travel expenses, attachments and products with Koho's Timesheet

This instruction describes how to add products, trips, attachments, and shifts to the time registration. In addition, editing functions and reporting observations are reviewed.

Content of the instructions:

1. Add a product to a timesheet

2. Adding a trip to the timesheet

3. Adding a attachment to the timesheet

Add a product to a timesheet

1. Open the desired hour entry:

   • Double-click the hour entry or use the arrow keys and press Enter.

2. In the additional information window that opens, select "+ Add Product" in the lower left corner.

3. Add products:

   • Search for products in the list or use the "Search products" field.

   • You can also select product bundles (if applicable).

   • To add a product, click the + icon at the beginning of the product row.

   • The selected products move to the top of the window.

4. Once all the desired products have been selected, click on "Add selected products".

5. Check the added products:

   • Confirm the quantity.

   • If necessary , add a invoiec description.

   • To remove the wrong products, press "Delete" on the right side of the product row.

6. Press "Save" to save the changes .

   

⚠ Note: If you add an invoice description or an internal comment, a * symbol will appear in the upper right corner of the hour entry. By hovering over the journal line, you can see the content of the comment.

Adding a trip to the timesheet

1. Open the hour entry (Double-click or Enter on top of the cell).

2. At the bottom of the information window, select the travel button (auto symbol).

3. Fill in the required travel information:

   • Select the billing method (hours / distance traveled).

   • Specify:

     • The start and end time of the trip, or

     • The duration or length of the trip.

   • Add other costs if necessary.

4. Press "Save".

5. To delete a trip, press the X on the right side of the trip.

   

Adding an attachment to the timesheet

1. Open the hour entry. (Double click or Enter on top of cell)

2. Press the "Add attachment" button.

3. Select "Choose File" and find the file you want to attach.

4. Save your changes.