Informal instructions for filling out ProKarma timesheets
Russell Bateman
14 February 2014
last update:
- Visit Intacct's web page.
- Click SIGN IN.
- Fill in Company ID ("prokarma"), user ID (sent to you by
Intacct), and Password. Click Sign in >.
- Click Continue. (You can usually ignore the warning about Firefox
version and Adobe Acrobat.)
- On the top left there are some tabs, select Time and Expenses,
get a drop down, under TASKS and Transactions, choose
My Timesheet.
- On the far right upper corner find the Add button. This will
create a new timesheet line to fill out.
-
If you've already begun a time sheet for the current week (period), you
will be alerted to this fact. Click Cancel to return to the previous
page and choose to Edit the entry for the current time period. Or,
select a different time period (week).
- At the left there is Begin Date; this is the Sunday at the
beginning of the week worked (report periods run Sunday to Saturday). Choose the
appropriate date and End Date will self-populate.
- Click in the first edit field of the numbered line below PROJECT,
a drop-down will appear. Select the appropriate value.
- Similarly, for TASK, select the appropriate value—likely
something containing "Consulting Services."
- Fill in the number of hours worked in each day as appropriate.
- Optional: If this is used to accumulate totals during the week running,
click Draft in the upper-right of the page. Returning to your My
Timesheet, you'll see this draft and you can finish it.
- When ready for final submission, click Submit near the
upper-right of the page.