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quick_guides-7 [2022/11/30 12:12] – Shelley Hunterquick_guides-7 [2024/04/25 15:54] (current) – [Using the images to complete timesheets in IQX] Shelley Hunter
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   - Timesheet images - arriving by fax or email.   - Timesheet images - arriving by fax or email.
-      - If the timesheet image is for **all** the shifts in the week for that Temp and site - save to the **N:/IQXTIMESHEETS** folder with the name as front of file name e.g. 9288913y598u092509.pdf should be saved as something like: +      - If the timesheet image is for **all** the shifts in the week for that Temp and site - save to the **N:/IQXTIMESHEETS** folder (or whatever folder has been designated in the General Settings as being the timesheets folder) with the name as front of file name e.g. 9288913y598u092509.pdf should be saved as something like: 
           - <color blue>JoeBloggs9288913y598u092509.pdf</color> or           - <color blue>JoeBloggs9288913y598u092509.pdf</color> or
           - <color blue>Bloggs9288913y598u092509.pdf</color> or           - <color blue>Bloggs9288913y598u092509.pdf</color> or
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 Merge or Split the images in **N:/IQXTIMESHEETS merge or split** using the PDFill PDF Tools, saving the results in **N:/IQXTIMESHEETS** and deleting the originals so that the merge or split folder is empty. Merge or Split the images in **N:/IQXTIMESHEETS merge or split** using the PDFill PDF Tools, saving the results in **N:/IQXTIMESHEETS** and deleting the originals so that the merge or split folder is empty.
 +
 +For Anywhere users timesheet images should be saved to a folder then zipped up, these can then be uploaded into the database.
  
 ===== Using the images to complete timesheets in IQX ===== ===== Using the images to complete timesheets in IQX =====
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     * Select the Timesheets view and use the CREATE button to create blue provisional timesheets from the booked shifts.     * Select the Timesheets view and use the CREATE button to create blue provisional timesheets from the booked shifts.
     * Repeat for each Temp Desk.\\ {{:temp_desk_create_provisional_timesheets.jpg|}}\\ \\      * Repeat for each Temp Desk.\\ {{:temp_desk_create_provisional_timesheets.jpg|}}\\ \\ 
-  - Open **Timesheet Image Link** from the Accounts menu. **DO NOT maximise**.\\ {{:timesheet_image_linking.png|}}\\ +  - Open **Timesheet Image Link** from the Accounts menu. **DO NOT maximise**.\\ {{:imagelinking1.png?200|}}\\ 
     - Select the Temp Desk     - Select the Temp Desk
     - Select the Year and Week     - Select the Year and Week
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 **If an image is not needed** then when the Timesheet is selected on the right, use the **No Link** button on the left to mark the Timesheet as not needing a link, and it will be linked to a blank. **If an image is not needed** then when the Timesheet is selected on the right, use the **No Link** button on the left to mark the Timesheet as not needing a link, and it will be linked to a blank.
 +\\ \\
 +**If an image relates to more than one timesheet in IQX** once the image has been linked to the first timesheet click on the Linked tab and select the Link Copy to Other TS button, a list of all other provisional timesheets for vacancies with that client will be displayed and the user can select which other timesheets should also be linked to this image.  The image will be added as an extra image for all additional timesheets so it can be referred to in the future should there be any queries but only one image will be attached to the invoice if the invoice covers all of the timesheets. \\
 +{{:multilink1.png?350|}} \\ {{:multilink2.png?350|}} \\
  
-If an image is still needed you know who to chase. This is best done from the Timesheet view.  Select the lines to be chased by holdingdown **Ctrl** and clicking the line - it will be highlighted blue.  When you have highlighted all relevant lines, use the **Process** button, **Temps**, to open the person selector with those Temps. On the Mail Merge view you can start a mail merge or use the **Send Text** button to contact the temps about the missing timesheet images. +If an image is still needed you know who to chase. This is best done from the Timesheet view.  Select the lines to be chased by holdingdown **Ctrl** and clicking the line - it will be highlighted blue.  When you have highlighted all relevant lines, use the **Process** button, **Temps**, to open the person selector with those Temps. On the Mail Merge view you can start a mail merge or use the **Send Text** button to contact the temps about the missing timesheet images.  Alternatively you can hold down Ctrl and click on the relevant lines and use the notifications button to contact the temps. 
  
 ===== Trouble Shooting ===== ===== Trouble Shooting =====
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 ===== Accessing Client Email addresses in Timesheet Image Link =====    ===== Accessing Client Email addresses in Timesheet Image Link =====   
  
-**(2.3.4+)**\\ 
 When emailing a Timesheet Image, Client Email addresses can be searched or typed into the email box.  When emailing a Timesheet Image, Client Email addresses can be searched or typed into the email box. 
  
 To access this feature – Accounts – Timesheet Image Link – Letter Icon – enter or search company email addresses in the To box. To access this feature – Accounts – Timesheet Image Link – Letter Icon – enter or search company email addresses in the To box.
- +{{::emailtimesheet.png? |}}
-{{ :timesheet_image_3.png |}}+
 \\ \\
  
 Go back to [[3_quick_guides|Quick Guides and How to]] Go back to [[3_quick_guides|Quick Guides and How to]]
  • quick_guides-7.1669810373.txt.gz
  • Last modified: 2022/11/30 12:12
  • by Shelley Hunter