January 6, 2010
Tip #2 - Review and Sort Time Entries by Project and Date
When you display data in a grid in BillQuick, for example, time entries on the Sheet View or Reviewer screens, you can sort data by multiple columns. You can also sort expense entries, invoices, project billing records, and so on. (You also have many filter options for data displayed on these screens.)
A common scenario is a Project Manager who reviews time and expenses charged to his projects. Looking at the data on the Sheet View and Expense Log screens, you know instantly how much of the contract has been spent for services and expenses. Often, you want to know more than the total spent. You can control the order of the information using BillQuick’s Multi-Sort feature.
Click for a Larger Screen
To sort the rows, click on the column header once for ascending order and twice for descending order. As shown above, you might sort entries by employee.
Click for a Larger Screen
To add a second sort level, hold down the Shift key and click on another column header. You might want to view hours charged to a project in date order for each employee. This gives you a better picture of who did what work and when.
Multi-Sort allows you to sort by as many columns as you wish. Simply hold down the Shift key as you click a column header.
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