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  • Welcome to the TimekeeperOnline Manual

    Our

    Is Y

    our

    Solu

    tion

    MAS 90

    How To Use This Guide

    Contents

    Index

  • 2

    Timekeeper Manual

    How to Use This Guide

    Bookmarks appear in the overview window to the left of the document window. These bookmarks are similar to a table of contents.

    Note: This manual is best viewed using Acrobat Reader 5.0, which can be installed from the CD-ROM. For best printing results, print to a PostScript printer.

    BACK

    INDEX

    CONTENTS

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  • 3

    Timekeeper Manual

    Information in this document is furnished only under a Customer License Agreement or non-disclosure agreement, and may be used or copied only in accordance with the terms of such agreement. The software described in this document is protected by copyright, and may not be copied on any medium except as specifically authorized in the license or non-disclosure agreement.

    This document is also protected by copyright, and may not be reproduced or transmitted, in whole or in part, by any means, including photocopying, facsimile transmission, or reduction to any electronic medium or machine readable form, without the express written consent of HighTower, Inc.

    Copyright Statements:Food Distribution, MICR Encoded Laser Checks, Multi-Bin Advanced Distribution, Point of Sale Professional, Professional Retainer Control, Remote Salesperson, Remote Salesperson Laptop, ScanBlaster, Time and Billing, Time and Billing Professional, and Timekeeper are products of HighTower, Inc. Copyright 2004. All rights reserved.

    MAS 90, MAS 200, and MAS 500 are products of Best Software. Copyright 2004. All rights reserved.

    Palm Desktop name and logo are trademarks of palmOne Inc. Copyright 2004.

    HotSync Manager name and logo are registered trademarks of PalmSource Inc. Copyright 2004.

    Microsoft Windows NT, 95, 98, 2000, ME, and XP names and logos are registered trademarks of the Microsoft Corporation. Copyright 2004.

    All other trademarks and copyrights are the property of their respective holders.

    This manual was written for Timekeeper version 4.0. It was last updated on 7/27/2004.

  • 4

    Table of Contents Timekeeper Manual

    INDEX

    BACK

    Chapter 1 Introduction 12The HighTower Ideal 12Welcome to Timekeeper 12

    Integrating Timekeeper with other MAS 90/MAS 200 Modules 13Accounts Receivable 14Job Cost 14Payroll 14Sales Order 15Time and Billing 15Time and Billing Professional 15

    Using the Timekeeper Manual 15Sections in this Manual 15Graphic Conventions 17Text Conventions 18

    Getting Additional Help 18Getting Additional Copies of the Manual 18

    Open the HighTower Online Manual 19Using the Timekeeper Online Help 21

    Open the Online Help 21HighTower Support Services 22Related Manuals 22

    Chapter 2 Timekeeper Concepts 24Different Variations of the Timekeeper Module 24

    Remote Device Licenses 24Synchronizing Data 25

    Synchronizing Palm OS Devices 25Synchronizing Pocket PC (Windows CE) Devices 25Synchronizing Timekeeper Remote 25

    How Timekeeper Works 25Timekeeper Work in Process (WIP) File 26Integrated MAS 90/MAS 200 Modules 27

    Chapter 3 Installing the Timekeeper Module 30System Requirements 30Installing Timekeeper 30System Startup 34

    Contents

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    Table of Contents Timekeeper Manual

    INDEX

    BACK

    Setup the Timekeeper Module in the Role Maintenance 34Register the Timekeeper Enhancement 35MAS 200 or MAS 200 for SQL Installations 36Defining the Timekeeper Enhancement 36

    Chapter 4 Navigating in Timekeeper 39Using the Modules Tree 39

    Open a Timekeeper Window through the Modules Tree 40Using the Timekeeper Menu Bar 41

    Open a Timekeeper Window through the Menu Bar 41Using Button Fields in Timekeeper 42

    Chapter 5 Using the Setup Menu 48How to Use the Setup Menu 48

    Open a Window from the Setup Menu 48Add a Record 49Change a Record 49Delete a Record 49Print a Setup Listing 50

    Timekeeper Options 51Configure the Standard Timekeeper Options in the Main Tab 51Change Timekeeper Terminology in the Terminology Tab 56

    Department Maintenance 58Create a Department 58

    Employee Maintenance 59Create the Employee on the Main Tab 59Setup a Device for an Employee 61View or Edit the Employees Historical Time on the History Tab 63Review an Employees Transactions 65

    Division Billing Rate Maintenance 67Enter Billing Rates for Different Divisions 67

    Customer Maintenance 68Create a Timekeeper Customer in the Main Tab 68View or Edit the Customers Historical Time on the History Tab 70Review a Customers Transactions 72

    Project Maintenance 74Create the Project in the Main Tab 75View or Edit the Projects Historical Time on the History Tab 76

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    Table of Contents Timekeeper Manual

    INDEX

    BACK

    Review a Projects Transactions 78Activity Maintenance 80

    Create the Activity in the Main Tab 81View or Edit the Activitys Historical Time on the History Tab 82Review an Activitys Transactions 84

    Billing Rate Multiplier Maintenance 86Enter Multipliers for Billing Rates 87

    Word Substitution Maintenance 87Create a Word Substitution 88

    Exception Maintenance 88Create a Billing Exception 89

    Timekeeper Import 89Select Data to Import 90

    Install Help on C/S Client 91

    Chapter 6 Using the Main Menu 92How to Use the Main Menu 92

    Open a Window from the Main Menu 92Select Items from a Lookup List 93Delete a Record 93Print from a Window 93

    Timekeeper Entry 94Time Entries 95

    Enter a Time Record 95Search for a Specific Time Entry 97Place a Time Entry on Hold 97View the Summary of an Employees Hours 98

    Expense Entries 99Enter an Expense Record 99Place an Expense Entry on Hold 101

    Management Approval 101Approve an Employees Time and Expense Entries 102Search for a Specific Time/Expense Entry 102Change an Employees Entry 103View the Summary of an Employees Hours 106

    Secondary Approval 107Complete a Secondary Approval for an Employees Time and Expense Entries 107Search for a Specific Time/Expense Entry 108

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    Table of Contents Timekeeper Manual

    INDEX

    BACK

    Timekeeper History 109View an Employees Historical Time 109

    Chapter 7 Using the Posting Menu 110How to Use the Posting Menu 110

    Open a Window from the Posting Menu 110Select Items from a Lookup List 111Delete a Record 111Print from a Window 111

    Timekeeper WIP Selection 112Select the WIP Files to Post 112

    Selection Maintenance 113Review/Edit the Time/Expense Entries 113

    Timekeeper Register 115Update the Integrated Module with the Timekeeper Data 115

    Chapter 8 Using the Reports Menu 117How to Use the Reports Menu 117

    Open a Window from the Reports Menu 117Select Data for a Report 118

    Work in Process Report 118Print the Work in Process Report 119

    Employee Summary Report 120Print the Employee Summary Report 121

    Customer Summary Report 122Print the Customer Summary Report 123

    Project Summary Report 124Print the Project Summary Report 125

    Activity Summary Report 126Print the Activity Summary Report 127

    History Report 128Print the History Report 129

    Chapter 9 Using the Period End Menu 131Purge Timekeeper History 131

    Purge the History Information 131

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    Table of Contents Timekeeper Manual

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    Chapter 10 Setting Up and Using Timekeeper Remote 133Installing Timekeeper Remote 133

    Install Timekeeper Remote on a PC or Laptop 133Configuring Timekeeper Remote 137

    Create a Remote User 137Assign a Remote User to an Employee 139Create a Device 139Create a Remote License 140

    Starting the Timekeeper Remote Application for the First Time 141Start the Device 142Activate the Application 143Synchronize the Data 144

    Using Timekeeper Remote 145Timekeeper Remote Menu Bar 145

    Configure 146Configure the Location of the MAS 90/MAS 200 System 146

    Activate 146Sync 146

    Setup the Synchronization Process 147Delete Databases 147

    Use the Delete Databases Feature 148Time/Expense Entries in Timekeeper Remote 148

    Enter a Time Record 148Enter an Expense Record 151Search for a Specific Time/Expense Entry 152View the Summary of an Employees Hours 153

    Synchronizing MAS 90/MAS 200 with Timekeeper Remote Data 153Synchronize the Data 154

    Chapter 11 Installing and Configuring Timekeeper PDA 156Palm OS Instructions 156

    System Requirements 156Configuring Timekeeper on the Palm OS Device 156

    Create a Remote User 156Assign a Remote User to an Employee 158Create a Device 158Create a Remote License 159

    Installing Timekeeper on a Palm OS Device 160

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    Table of Contents Timekeeper Manual

    INDEX

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    Install the Timekeeper Module on a Palm Device 161Use the Palm OS HotSync Feature 165

    Start Timekeeper on the Palm OS Device for the First Time 166Select the User and Synchronize the Timekeeper Files 166

    Pocket PC (Windows CE) Instructions 168System Requirements 168Configuring Timekeeper on the Pocket PC (Windows CE) Device 168

    Create a Remote User 169Assign a Remote User to an Employee 170Create a Remote Device 171Create a Remote License 171

    Installing Timekeeper on a Pocket PC (Windows CE) Device 172Install Timekeeper on a Pocket PC (Windows CE) Device 173Synchronize the Pocket PC (Windows CE) Device 177

    Start Timekeeper on the Pocket PC (Windows CE) Device for the