Custom Entry is located under Custom-->Standard Custom Entry (see figure 31.1 below). Your Journyx administrator may have renamed Custom Entry to reflect what your company is tracking in the Custom Entry screen. Customers may use the custom entry screen for tracking any type of data, including: equipment usage, widget completion, recruiting fees, alternate time tracking methods, and so on.
NOTE: Version 10.0 includes a redesign of the user interface for all entry screens. Click here to compare the old screen with the new one and locate your favorite features. This example shows a time entry screen, but most of the changes apply to custom entry screens as well.
Figure 31.1. Custom Entry
Custom Entry allows your business to track other information in addition to the standard time and expense tracking offered in Journyx. The default custom entry screen is shown above. This section of the manual will refer to items as they are seen on this particular screen. Keep in mind that custom entry screens are configured by administrators, so your custom entry screen may vary in appearance and functionality from the one shown. For example, the system allows your organization to customize the names of items used for custom tracking. Certain column headers on your custom entry screen such as Project, Location, Item and Unit may be hidden or may have been renamed altogether. Your custom entry screen should behave exactly as described here, even if the names have been changed or certain columns are not visible.
Your administrator has already setup your custom sheet to let you log custom entries for a particular period or date range. Custom sheet periods are typically a week, month, or pay period, depending on how your company prefers to track this information. You can view your tracking information for a single day or an entire period. Custom Entry displays the period view by default. To enter custom data or view amounts for a different period, you can use the arrows on either side of the date range in the gray status bar above the custom entry grid to move one period back or forward. You can also use the calendar icon in the same status bar to jump to a particular date.
Once you have selected the appropriate items and entered your amount for that combination, click the Save button at the bottom of the custom entry grid. The custom entry screen will reload, and your entries will now appear in the Current section of the entry grid. In some cases, your Journyx Administrator may have configured the system so that existing entries are locked. In this case, you cannot simply change the amount for an existing entry. Instead, click on the link for the custom amount, make the necessary change, and enter a reason for the change. If the sheet is not locked, you may add more to an existing entry in the same day by simply changing the amount. In either case, you can always add custom data to another day in the time period that is currently displayed.
You may create more than one custom entry at a time. Simply create the actual custom entries for different days and/or different combinations of items under the New section of the entry grid and click the Save button. The entry screen will reload, and your entries will now appear in the Current section.
To edit a custom entry row on your custom entry screen, click on the field that you want to edit for a selected row. (Note that for locked sheets, you may not be able to edit anything but the amount.) Clicking on the field will open it up for editing. After making the changes to an existing row, click on Save to preserve the changes.
To delete a an entry from your custom entry screen, click the Delete icon (
), a trash can, to the right of a selected row of entries. The amounts on that row will be removed. The next time you click Save, the row will no longer appear on your entry screen. You can also simply remove an amount in an existing entry and click Save to remove the entry.