TimeCard for Outlook - Single version

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

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http://www.kalmstrom.com/products/Outlook/TimeCard/

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


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





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





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





http://www.kalmstrom.com/products/Outlook/TimeCard/

Settings – Main screen


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


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


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


Check the Expenses box if you want to report your

expenses. It is possible to use five different fields for

the expenses.




Other settings


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





http://www.kalmstrom.com/products/Excel/OLAPReporting/

Statistics Home

Each of the statistics reports has a pivot and a graphic representation.





Pivot representation


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


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


TimeCard for Outlook - Single version

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