Timekeeper: Changing a Timekeeper

Changing a Timekeeper

To change an existing timekeeper

In the Quick Launch, search for and select “Timekeeper Information.”
Click the button and select the desired timekeeper.
Make the desired changes.
Click on the toolbar to save the changes.

Notes: You cannot change a timekeeper's number using this program; you must use the Renumber Timekeeper program.

The timekeeper's Name and Initials are determined by the User specified.

If the specified user is a Logon User, you must update the associated Contact record. (Note: To change the Contact ID of the contact as well as the contact's name, you can use the Rename Contact utility.)
If the specified user is not a Logon User, you must update the User Name and/or Initials for the associated User record in System Configuration.

Changes made to a timekeeper's Name, Initials, or Level will be reflected on existing archived and work-in-process transactions, and all subsequent reports and statements.

Changing a timekeeper's Hourly Rate will not affect any previously entered fee transactions. If you want previously entered transactions to reflect a new rate, use the Change WIP Transactions utility (or edit each fee transaction using the Fee Entry window).

QuickBooks Note: If a change is made to a timekeeper name or initials, the corresponding change must be made to the QuickBooks Sales Rep List and/or Employee List.