Time and Expense Reports

Print or save your entered timesheets as a PDF file. Run the timesheets report by:

1. Open the Timesheets Calendar View by selecting the Timesheet button in the top toolbar.
2. Select the print report button above the calendar.
3. The option to report on 'Time' is selected by default.
4. Select what date range to run the report for by choosing one of the following options:
   1. This Week
   2. Last Week
   3. This Month
   4. Last Month
   5. CustomSelect a date range to run the report for using the calendars in the 'From' and 'To' field. Or type the required date range into these fields.
   6. AllLooks for all timesheets that you have ever entered into Synergy.

5. Click the 'Print Now' button.
6. A new tab opens in your web browser to display the results. Your web browser will display the PDF file, and control the toolbar shown. For example in the Chrome browser if you hover your mouse in the bottom right corner you get the options to:
   1. Print the report.
   2. Save the report in PDF format.
7. Close the tab in your web browser to close the report.
8. Click the 'Cancel' button on the 'Print Timesheet' page to return to the calendar view.

Export a list your expenses entered in either the Cash or Travel Expenses features. Provide this report to the finance/accounts department to claim reimbursement of your expenses, with your receipts attached.

To run the expense report:

1. Open the Timesheets Calendar View by selecting the Timesheet button in the top toolbar.
2. Select the print report button above the calendar.
3. Select either the Cash or Travel Expenses tab.
4. Select what date range to run the report for by choosing one of the following options:
   1. This Week
   2. Last Week
   3. This Month
   4. Last Month
   5. CustomSelect a date range to run the report for using the calendars in the 'From' and 'To' field. Or type the required date range into these fields.
   6. AllLooks for all expenses (both cash and travel) that you have ever entered into Synergy.
5. The 'Pending' and 'Approved' status expense options are shown by default. Select the 'Declined' or 'Queried' options if you also want to see these expenses in the report.

6. Click the 'Print Now' button.

7. A new tab opens in your web browser to display the results. Your web browser will display the PDF file, and control the toolbar shown. For example in the Chrome browser if you hover your mouse in the bottom right corner you get the options to:
   1. Print the report.
   2. Save the report in PDF format.
8. Click the tab in your web browser to close the report.
9. Click the 'Cancel' button on the 'Print Timesheet' page to return to the calendar view.

The summary or calendar view is the main reporting view that loads when you select the timesheets button in top toolbar.

To open this from the timesheets tab menu > select the 'Summary' option.

For full details on this feature read the calendar view topic.

Open the Year view by:

1. First opening the Timesheet Summary (calendar view)
2. Select the tab labelled 'Summary' in the top right corner.
3. Select 'Year' from the tab drop down list.

Use the Year reporting view to toggle back to previous months and year easily. This can be helpful if you need to see what was entered last year or last quarter, as easier than using the last month button many times.

Extra items shown in the Year view:

• # of timesheet hours entered for each month
• $$ value entered as cash and travel expenses
• Red colour shown for a month where 'Declined' status timesheet or expense transactions exist (If approvals is ON only)
• Yellow colour shown for a month where 'Not Submitted' timesheets exist (If approvals is ON only)

Select a month to open the Summary Calendar view and review the details.

Click the image above to look at the Year reporting view.

The reporting panels let you get a quick view of what projects you have been working on in:

1. Last Month
2. This Month
3. This Year

Open the Reports panels view (Timesheet summary panels) by:

1. First opening the Timesheet Summary (calendar view)
2. Select the tab labelled 'Summary' in the top right corner.
3. Select 'Reports' from the tab drop down list.

Select a segment in the pie chart to see the # of hours you have entered in timesheets for that project, and the % of your total entered time which was spent working on that project.

Click the image above to view the timesheet reporting panels.

Use the timesheet leaderboard to see how you rank against the other staff in your company for entering your timesheets on-time. Use the buttons in the top right corner to show the leaders for the last 30 days or 90 days.

Open the Timesheet Leaderboard reporting view by:

1. First opening the Timesheet Summary (calendar view).
2. Select the tab labelled 'Summary' in the top right corner.
3. Select 'Leaderboard' from the tab drop down list.

Click the image above to view the Timesheet Leaderboard.

How the leaderboard works

The timesheet leaderboard has been designed to check how close to the date of the timesheet that is was actually entered. In addition it is designed to make sure that the required total number of hours is being entered.

For example Jill has a timesheet entry for Monday 27th April 2015 . If she 'created' the timesheet entry on 27/04/2015 then she will get a high ranking. If she enters this timesheet the following week on the 4th May 2015 then she will get a lower score.

For each timesheet you enter a ranking score is stored in the background based on the above logic for each date. This means that the more days you enter your timesheets 'on the same date' as the date of the transaction, then you will have a higher score for the ranking.

Formula used is:

Total number of hours entered / Average day difference between the day on the timesheet and when it was entered.

Use this report to see a summary view of the timesheets that have been entered by your staff members. Staff are only listed in this report if they are set as reporting to you in the Desktop application. This is done on the Synergy staff record using the 'Reports To' field. All staff set as reporting to you will be shown in this report.

The report defaults to show the same week that you had open in the Calendar view.

Change the week shown in the report by:

• Calendar - click on the week date heading, and a calendar opens so you can select another month or week.
• Left or Right arrows - let you toggle which week is shown on screen.

Click the image above to see the direct reports timesheets.

Expand a staff member group using the '+' on the row to see the summary details of the entered timesheets in that week. Or if you want to see all the staff members timesheet details then click the 'Expand All' button in the top toolbar.

Once finished you can use the '-' collapse on the row, or the 'Collapse All' button in the top toolbar.

Click the image above to see the expanded staff timesheet details.

Save the week shown on screen as a PDF report using the 'Print' button. This uses the 'Weekly Timesheet Report' layout from the desktop application, and has a separate page break shown for each staff member.

Click the image to see the weekly report as a PDF file.