In order for your organisation to use timesheet entry within WealthWorks+, please read our Getting Started with Timesheets in WealthWorks+ guide first.
As part of the setup, you will be required to set up your charge rates. Charge rates must be set before activities can be added to user's timesheets.
This video tutorial will assist you in managing these and help you to:
- Add and edit new activities
- Delete an unused activity
- Add, edit and delete default charge rates
- Add, edit and delete user charge rates
In the event you require further assistance in setting up timesheet entry for your organisation within WealthWorks+, please contact support.
This tutorial is confirmed to be applicable from WealthWorks+ release 4.6.