Report hours and expenses from the Outlook calendar to the database TimeCard creates for you. Excel reports for each reporting period and Excel statistics for all content in the database.
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TimeCard for Outlook - Single version
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 abovewww.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.
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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.
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5. Select period for
the report.
Report your time from the Outlook Calendar
TimeCard works with Microsoft Office 2007 and abovewww.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
appointmen
t
Save the new
appointment to the
calendar
Report your time from the Outlook Calendar – Grid
TimeCard works with Microsoft Office 2007 and abovewww.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 abovewww.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.
Let’s continue!
Settings
www.kalmstrom.com TimeCard works with Microsoft Office 2007 and above
9. Settings – Main screen
TimeCard works with Microsoft Office 2007 and abovewww.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 abovewww.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 abovewww.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 abovewww.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 abovewww.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.
Let’s 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 abovewww.kalmstrom.com
16. Pivot representation
TimeCard works with Microsoft Office 2007 and abovewww.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 abovewww.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.
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