Post on 29-Mar-2015
With TimeCard appointments are tagged with
information that converts them into time sheets.
This way you can report time and expenses from
inside your Outlook Calendar. No more double
entries!
The data you report will be available in an Access
database created by TimeCard on the machine
where you have TimeCard installed.
You can also send each time report to an Excel
datasheet.
When you have reported some time, you can study
all your reported time in Excel statistics reports.
In the first part of the presentation, I will show you
how you can work with TimeCard.
After that we will take a look at the TimeCard
settings and then finally study the TimeCard
statistics.
Welcome to the show!
Peter Kalmström
CEO and Systems Designer
kalmstrom.com Business Solutions
Introduction
www.kalmstrom.com TimeCard works with Microsoft Office 2007 and above
TimeCard is fully integrated in Outlook
The TimeCard buttons for Settings, Time reporting and Statistics
TimeCard works with Microsoft Office 2007 and abovewww.kalmstrom.com
Work with the appointment as you normally would, but also select one,
two or three TimeCard tags.
When you report your time all info in the appointment will be transferred to
an Access database created by TimeCard.
Tag your appointments
TimeCard works with Microsoft Office 2007 and above
Tag each appointment by selecting a value from the dropdown.
By default the TimeCard tags are Customer and Task, but you can easily change them into other parameters.
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In the TimeCard settings you can decide what labels to use in the
Expenses dialog – and if you want to use the Expenses feature at all.
Add expenses to your appointments
TimeCard works with Microsoft Office 2007 and above
Press the Expenses button to add
expenses to the appointment. These will be entered into the database when the appointment is
reported.
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Select period for the report.
Report your time from the Outlook Calendar
TimeCard works with Microsoft Office 2007 and abovewww.kalmstrom.com
Select how you want to show graphs for the
period.
Review the appointments
before you post your report. Mistakes are
easily corrected, and all changes
are reflected back to the calendar.
Export to an editable Excel
sheet
The grid view lets you enter time directly in the
reporting screen
Add a new appointmen
t
Save the new appointment to the
calendar
Report your time from the Outlook Calendar – Grid
TimeCard works with Microsoft Office 2007 and abovewww.kalmstrom.com
You may export your report data to an Excel sheet that you can edit after your needs. Create a chart from your data or manage it in any other
way given by Excel.
Export the report to Excel
TimeCard works with Microsoft Office 2007 and abovewww.kalmstrom.com
The TimeCard settings is where you define
how you want to tag your appointments,
how you want to calculate costs, what
appointments should be included in
reports and much more.
The TimeCard settings dialog is shown
when the installation is finished.
You can also reach the settings by clicking
the Configure button in the TimeCard
toolbar in Outlook.
The TimeCard settings have one main
screen and four other screens for different
kinds of settings.
Let’s continue!
Settings
www.kalmstrom.com TimeCard works with Microsoft Office 2007 and above
Settings – Main screen
TimeCard works with Microsoft Office 2007 and abovewww.kalmstrom.com
This screen is displayed after installation and when
you press the Configure button.
A tree shows the hierarchy when you use Type and Category
Tags settings, example
TimeCard works with Microsoft Office 2007 and abovewww.kalmstrom.com
Use Type and Category if you want to group the tag values in the statistics.
Define1-3 parameters that you want to tag your appointments with
Define what tag values to select in the appointments. Write in the values, or copy
and paste them.
Select what tag to calculate costs by. If you have entered other tags than Customer and Task they will be shown here
instead.
Costs and Rates settings
TimeCard works with Microsoft Office 2007 and abovewww.kalmstrom.com
The tag values you specified in the Tags screen will show up here, and you just have to enter the rate. The
currency will be the one of your system
Set TimeCard to use certain tag values if you have left
fields empty in the appointment.
General settings
TimeCard works with Microsoft Office 2007 and abovewww.kalmstrom.com
Check the Expenses box if you want to report your
expenses. It is possible to use five different fields for
the expenses.
Other settings
TimeCard works with Microsoft Office 2007 and abovewww.kalmstrom.com
In the Other Settings dialog you can customize TimeCard
further
When you have reported some time you
can look at your data in statistics reports
that show everything in your database –
not just what you reported at a single
occasion.
The statistics are shown in an Excel file,
and all the standard Excel features can be
used with the TimeCard statistics.
The TimeCard statistics have three default
reports per tag. If you have enabled the
Expenses feature, you will have one
additional expenses report per tag.
You can also create your own reports from
the data in the TimeCard database.
Let’s look at the last part!
Statistics
www.kalmstrom.com TimeCard works with Microsoft Office 2007 and above
Statistics Home
Each of the statistics reports has a pivot and a graphic representation.
TimeCard works with Microsoft Office 2007 and abovewww.kalmstrom.com
Pivot representation
TimeCard works with Microsoft Office 2007 and abovewww.kalmstrom.com
Drill into the data to see more details by clicking the + signs
Graphic representation
By default the charts are plain, but you can use the Excel tools
to create more elegant presentations
TimeCard works with Microsoft Office 2007 and abovewww.kalmstrom.com
Thank you for watching this slide show!
You will find more information about
TimeCard at www.kalmstrom.com. There
you can download the full version of the
software and evaluate it for 30 days before
you decide if you want to subscribe to it.
On the website you can also find a detailed
manual, video demonstrations of TimeCard
and information about subscription and
support.
Peter Kalmström
CEO, kalmstrom.com Business Solutions
More info
www.kalmstrom.com TimeCard works with Microsoft Office 2007 and above