Other Actions

Let’s take a look at some of the different actions in timesheets.

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:

  1. Go to Time Tracking.
  2. Click the Edit icon on the right corner of the entry.
Edit Time Entry
  1. 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:

  1. Go to Time Tracking.
  2. Click the Gear icon in the right corner of the entry.
  3. Click Clone.
  4. 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:

  1. Go to Time Tracking.
  2. Click the Gear icon in the right corner of the entry.
  3. Click Delete.
  4. Click OK to confirm.

Exporting Time Entries

You can export the timesheet in Zoho Books in the CSV or XLS format. Here’s how:

  1. Go to Time Tracking.
  2. Click the More icon in the top-right corner of the page.
  3. Select Export Timesheets.
  4. Enter the necessary fields.
  5. Click Export.
Export Time Entries
FieldsDescription
Select ModuleBy default, the Timesheet module will be selected.
Fields in Export FileIf 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 AsSelect 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.
PasswordEnter a password to secure your export.