Feature reserved for the accounting firm's practitioner

How can I check the progress of suggested time recovery?

There are 3 ways:

•  An information banner is displayed with the message "Synchronization of activities is in progress", which means that the suggested time recovery process is in progress.

• An information banner is displayed with the message "The Synchronization of activities is completed on", which means that the suggested time recovery process has been completed. The practitioner must then click on the "update" button to update the list of companies and associated times.

• If no information banner is displayed, the information has been updated and the recovery time is not long enough to display the banner.

How can I identify an suggested time in the timesheet?

Automatically recovered time is displayed in bold orange. The related engagement is called "Suggested activity".

How do I update an suggested time in the timesheet?

To update a suggested time:

• Click on the company. The "Suggested activity" line is displayed and a panel opens on the right of the screen. 
  • The panel lists the suggested times for the entire week as activities. In the screenshot below, there is an activity to validate for "HALGAND COMPANY- Halgand" company for Thursday 07/04/2023.
    

• To validate the activity, you must enter an engagement. To do this, click on the "Engagement / Task title" field:
  • the practitioner can select a service from an engagement letter in the CRM application. 
  • the practitioner can enter an engagement name manually (no link with the CRM application or Tasks).
  • the practitioner can select a manually named engagement (no link with the CRM application or Tasks).

• You can also update the duration or share a comment.
  

• Click on the "Next" or "Validate" button:

  
  

  • If all the activities for this company are validated, the activities for the next company are displayed in the panel. In the screenshot below, after validating the activity for Thursday 07/04/2023 for the "HALGAND COMPANY- Halgand" company, the panel suggests validating the activities for the "IED 2 TEST AUTO - TestIedAuto-002" company, and more specifically the activity for Wednesday 07/05/2023.

  
  

  • If an activity to be validated is available for a next day in the week and for this company, the next activity to be validated is displayed. In the screenshot below, after validating the activity for Thursday 07/05/2023 for the "IED 2 TEST AUTO" company, the panel suggests validating the activity for Friday 07/06/2023, again for the "IED 2 TEST AUTO" company.

  
  

  • If all the activities to be validated for the week have been validated, the panel closes.

    
    

  

• The practitioner can also delete the activity to be validated by clicking on the "Delete" button at the bottom left of the panel.