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With TimeCard appointments are tagged with information that converts them into time sheets. This way you can report time and expenses from inside your.

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Presentation on theme: "With TimeCard appointments are tagged with information that converts them into time sheets. This way you can report time and expenses from inside your."— Presentation transcript:

1 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

2 TimeCard is fully integrated in Outlook The TimeCard buttons for Settings, Time reporting and Statistics TimeCard works with Microsoft Office 2007 and above www.kalmstrom.com

3 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. www.kalmstrom.com

4 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. www.kalmstrom.com

5 Select period for the report. Report your time from the Outlook Calendar TimeCard works with Microsoft Office 2007 and above www.kalmstrom.com 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

6 The grid view lets you enter time directly in the reporting screen Add a new appointment Save the new appointment to the calendar Report your time from the Outlook Calendar – Grid TimeCard works with Microsoft Office 2007 and above www.kalmstrom.com

7 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 TimeCard works with Microsoft Office 2007 and above www.kalmstrom.com

8 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. Lets continue! Settings www.kalmstrom.com TimeCard works with Microsoft Office 2007 and above

9 Settings – Main screen TimeCard works with Microsoft Office 2007 and above www.kalmstrom.com This screen is displayed after installation and when you press the Configure button.

10 A tree shows the hierarchy when you use Type and Category Tags settings, example TimeCard works with Microsoft Office 2007 and above www.kalmstrom.com 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.

11 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 TimeCard works with Microsoft Office 2007 and above www.kalmstrom.com 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

12 Set TimeCard to use certain tag values if you have left fields empty in the appointment. General settings TimeCard works with Microsoft Office 2007 and above www.kalmstrom.com Check the Expenses box if you want to report your expenses. It is possible to use five different fields for the expenses.

13 Other settings TimeCard works with Microsoft Office 2007 and above www.kalmstrom.com In the Other Settings dialog you can customize TimeCard further

14 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. Lets look at the last part! Statistics www.kalmstrom.com TimeCard works with Microsoft Office 2007 and above

15 Statistics Home Each of the statistics reports has a pivot and a graphic representation. TimeCard works with Microsoft Office 2007 and above www.kalmstrom.com

16 Pivot representation TimeCard works with Microsoft Office 2007 and above www.kalmstrom.com Drill into the data to see more details by clicking the + signs

17 Graphic representation By default the charts are plain, but you can use the Excel tools to create more elegant presentations TimeCard works with Microsoft Office 2007 and above www.kalmstrom.com

18 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. www.kalmstrom.com 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 www.kalmstrom.com TimeCard works with Microsoft Office 2007 and above

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