Other Actions
Let’s take a look at some of the different actions in timesheets.
- Editing Time Entries
- Cloning Time Entries
- Deleting Time Entries
- Exporting Time Entries
Editing Time Entries
To change the details of a time entry that you’ve created in Zoho Practice, you’ll have to edit it. Here’s how you can do it:
- Go to Time Tracking.
- Click the Edit icon on the right corner of the entry.
- Make the necessary changes and click Save.
Cloning Time Entries
If you want to create a time entry which has details similar to an existing time entry, you can clone the existing time entry. Here’s how you can do it:
- Go to Time Tracking.
- Click the Gear icon in the right corner of the entry.
- Click Clone.
- Go through the time entry details and click Save.
Deleting Time Entries
You can delete a time entry if you do not want it anymore. Here’s how:
- Go to Time Tracking.
- Click the Gear icon in the right corner of the entry.
- Click Delete.
- Click OK to confirm.
Exporting Time Entries
You can export the timesheet in Zoho Books in the CSV or XLS format. Here’s how:
- Go to Time Tracking.
- Click the More icon in the top-right corner of the page.
- Select Export Timesheets.
- Enter the necessary fields.
- Click Export.
| Fields | Description |
|---|---|
| Select Module | By default, the Timesheet module will be selected. |
| Fields in Export File | If you want to export only certain fields, you can select a template under Fields in Export File. If you don’t have an export template, you can create a new one by clicking + Add New. |
| Export As | Select the format of your export. |
| Personally Identifyable Information (PII) | If you have any PII that you are exporting, mark the box Include Sensitive Personally Identifiable Information (PII) while exporting. |
| Password | Enter a password to secure your export. |