Journyx App User Manual - Journyx User Community
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1. If you do not have any memorized entries or don t want to use one of them you can go on to a blank entry screen by clicking on the New button where you can add all of your time entry details You can then click on each field to add the required information 8 of 12 Journyx App User Manual eooe0 ATAT gt 9 19 AM E4 lt Back Time Save Time 07 05 2015 07 11 2015 Status Open for Entry Hours 0 00 Project Select One Activity Select One Pay Type Select One Bill Type Select One Comment Enter Comment Sun 07 05 2015 Mon 07 06 2015 Tue 07 07 2015 Wed 07 08 2015 Thu 07 09 2015 Fri 07 10 2015 Sat 07 11 2015 The fields that require selection provide a list of available options for choosing your time entry values As is the case in your browser based timesheet the project selections and dependencies for other time entry fields are specific to your account and what you are able to see All of the selection fields also include the ability to search for specific values based on name After you select your project and other field values in the selection lists click the day for which you want to enter time You can come back to your selections and enter time for additional days before saving the final entries After selecting values for your time entry and clicking on a specific day you will enter the number of hours for the new entry By default your entry will be set up for 8 00 hours H2. how detailed your time entries will be Journyx recommends 15 minute increments for easy time entry es AT amp T gt VPN 8 13 AM lt Back Journyx Mobile zi Journyx Welcome to Journyx Minute Increments Journyx Version Journyx API Version Journyx Build Logging O About Journyx 3 of 12 Journyx App User Manual You do not need to enter the http or https from your Journyx Server address You will simply enter mysitename com where mysitename is replaced with the address for your server If your server address includes a port number e g mysitename com 8080 you will enter the port number along with the address After you have successfully entered your Journyx site connection information click on Login If there are problems with your login information the app will notify you Otherwise it will notify you that it is loading your projects and settings The first time you load your Journyx information it may take up to 2 minutes When loading is complete it will redirect you to the Home screen es AT amp T gt VPN 8 26 AM Journyx Main Menu Y My Expenses My Custom Entry Punch In Out 4 Login Settings Refresh Data 4 of 12 Journyx App User Manual Note for Journyx Administrators Punch In Out Time Setup Journyx Administrators can give individual users access to track in and out times using the mobile app These in and out ti
3. to add hours for the same work on another day e g clicking on an entry for Support on Monday will also allow you to add more hours to the same project for other days in the period The Submit button allows you to submit your timesheet for approval if your timesheet is subject to period or project approval plans As is the case with your browser based timesheet you will not be able to edit a timesheet that has been submitted and or approved However you can view submitted and or approved timesheets in the app If you are assigned to an Allocation Time Entry screen where you enter your in and out times manually you may have to add these in out times in the browser before you can submit your timesheet using the mobile app 11 of 12 Journyx App User Manual Using My Expenses and My Custom Entry The process for adding and editing expense and custom a k a mileage entries is the same as the time entry process The only difference is that the amounts are entered in decimal format rather than HH MM for time You can enter mileage on My Expenses if your system is set up for it Both expense and custom entry also include the attachments feature Using Punch In Out If you have access to track punch times in the mobile app the Punch In Out button will take you to a screen where you can punch in and out When you click on the Punch In link it logs an in time based on your device clock time and changes to the Punch Out optio
4. 015 Thu 07 09 2015 Fri 07 10 2015 Sat 07 11 2015 X You have the following options on this screen e Create new time entries click on any day to create a new entry e Edit existing time entries click on the existing entry summary to edit it Use memorized entries if you have created memorized entries in the browser you will see these entries for selection when creating new time entries Attach pictures from your phone click on the Attachments link when creating or editing an entry to attach a picture from your device Navigate to a past or future timesheet double arrow icons at the foot of the screen allow you to view past and future periods Return to the current timesheet the Today button returns you to the current timesheet Submit the timesheet you are viewing the Submit link at top of screen is available if the timesheet is open and subject to approvals Return to Home screen the Home button returns you to the main screen 7 of 12 Journyx App User Manual If you need to create a new entry you will be directed firs to a list of memorized entries if have any You can click on one of these entries to use it to create a new entry eooeo AT amp T VPN 9 14 AM lt Time Memorized Entries Activity Meetings Pay Type Regular Bill Type Standard Comment weekly status Activity Select Activity Pay Type Regular Bill Type Billable Comment Select Comment
5. e ournyx Journyx App v3 0 Journyx App User Manual Copyright 2010 Journyx All Rights Reserved Journyx the Journyx logo Journyx Timesheet Journyx Timesheet and the other graphics logos and service names are trademarks and service marks of Journyx All other product names service names and company names are the property and or trademarks of their respective owners All rights title and interest in and to the Software and any Updates or New Releases thereto or derivative works thereof including without limitation all intellectual property and other industrial and proprietary rights at all times remain the exclusive property of Journyx or Journyx s licensors The license granted does not constitute a sale of the Software or any portion or copy thereof Journyx provides this document as is and without warranty of any kind whether express or implied to the full extent permitted under applicable law the company specifically disclaims the implied warranties of merchantability fitness for a particular purpose title and infringement Journyx does not guarantee the accuracy timeliness or completeness of any information in this document or the results of your use of this document Printed in the U S A Journyx App User Manual Table of Contents A O EN 2 INTO UC a en ee do e e E anden ea on 2 System Requirements vi A aras 2 Installation and SCD ta bt 3 Note for Journyx Administrators Punch In Out Time Set
6. login account must include either time entry my assignments expense entry or custom entry in order to access Journyx via the mobile app 4 The minimum version for OS is 7 x The minimum version for Android is 4 0 3 2 of 12 Journyx App User Manual Installation and Setup Installation of the Journyx app works like any other mobile app Simply locate the app in the App Store or Google Play from your device and install it Search for the keyword journyx to locate it quickly The app is free While the Journyx app for iOS is not optimized for the iPad it will run on the iPad without issue When you search for the Journyx app in the App Store on an iPad you will need to change the search options from iPad only to iPhone only in order to find and install the Journyx app The first time you click on the Journyx app image you will be asked to confirm that you want logging turned on You do not have to enable logging but the logging feature allows Journyx to better assist you when you need app support If you opt to turn it off you can turn it on later should you require support After you set your logging option you will be directed to the Login and Settings screen You will enter your Journyx connection and login information on this screen You will not be able to use the app features until you have filled in the Journyx Server User Name and Password fields successfully The Minute Increments setting allows you to control
7. mes are populated in the allocation type time entry screens There are 2 configuration requirements for giving users access to track in and out times in the mobile app 1 The user must be assigned to an allocation type time entry screen in the Journyx system You can read more about allocation entry screens under Configuration gt Entry Screens gt Time Entry Screens while logged into the Journyx system via browser 2 The user must have the Mobile UI Type custom field set to either Punch or Punch or Grid In order to give users access to the punch button for in and out time tracking in the mobile app a Journyx Administrator must first go to Configuration gt Custom Fields and set up a User Custom Field by the name of Mobile UI Type This field must be a select list and it must contain the following values Grid Punch and Punch or Grid Users with the Grid value will not have the option to track in and out times in the mobile app Users with the Punch value will only be able to track in and out times They will no longer have access to the My Timesheet and Time by Project screens for detailed time entry Users with Punch or Grid will have the option to track in and out times as well as enter detailed time via My Timesheet and Time by Project screens 5 of 12 Journyx App User Manual Using App Features The Journyx app Home screen provides access to all
8. n When you click on Punch Out it logs the out time and switches back to the Punch In option These in and out times are populated in your allocation time entry screen and can be viewed in the browser The punch button also includes information on your punch activity for the current day Using Refresh Data Any data that you add via the mobile app will automatically be synced with the Journyx server provided you are connected to a network when you add it It is possible to use the mobile app when a network connection is not available If you add data while offline it will be synced with the Journyx server as soon as you save new data when a network connection becomes available The primary reason to run Refresh Data is to sync data entered while offline or pull new information from the server For example you might need to sync with the server because you entered some time recently in the browser You might also need to sync with the server to get access to new projects that have been assigned to you Running Refresh Data periodically e g weekly will ensure that you have access to your current projects when entering time and expenses in the mobile app 12 of 12
9. of the features of the app While you can see all of the possible options you may not have access to use them all For example you may only have access to enter time and expenses In this case you will receive notice that Custom Entry and Punch In Out are not available when you click on them eooeo AT amp T gt VPN 8 26 AM Journyx Main Menu Y My Expenses My Custom Entry Punch In Out 4 Login Settings Refresh Data The My Time button allows you to track time and shows a list of days in the current period as your starting point The My Expenses and MY Custom Entry buttons show similar information for the respective entry type The Punch In Out button tracks in and out times based on the time on your device clock when you click the In Out buttons The Login Settings button allows you to change your login information and settings The Refresh Data button allows you to pull new information from the Journyx server e g new projects that have been added for you 6 of 12 Journyx App User Manual Using My Time When you click on the My Time button you will see a screen with a list of days for the current period If you have time entered for any of those days your existing entries will be summarized under each date ee AT amp T F 8 38 AM 4 lt Back Time Submit Time 07 05 2015 07 11 2015 Status Open for Entry Hours 16 30 Sun 07 05 2015 Mon 07 06 2015 Wed 07 08 2
10. owever you can change the amount by clicking on the hours field and selecting a different amount of time 9 of 12 Journyx App User Manual e o9 AT amp T F 9 34 AM lt Time Time Mon 07 06 2015 Project sp1 Activity Testing Pay Type Regular Bill Type Billable Comment default Enter Time 8 00 Attachments 0 You can also include attachments for this specific time entry by clicking on the attachments link and either selecting a photo from the device gallery or taking a picture After you are finished adding hours and attachments you will click on the Save link in the upper right corner to return to the selection screen where you can enter time against the same entry for other days Your new entry will not be saved yet 10 of 12 Journyx App User Manual e AT amp T T VPN 9 35 AM lt Time Attachments Add Edit Attachment j 7 10 2015 9 34 48 AM 7 10 2015 9 35 40 AM After you have entered your selections hours for any days and attachments optional click on the Save button in the upper right corner to save the new entry to your timesheet The app will confirm that entry has been saved and return you to the current timesheet view The process for editing existing entries is the same as creation of a new entry except that you must click on the existing entry itself to make changes to the hours dates and or selections You can also use existing entries
11. up 5 WSING ADD REARS e i 6 A ENRE A EA N AA 7 Using My Expenses and My Custom Entry eeeesseesseeesesssesesisrerisrsresesesrerrersrsresrss 12 USINO PUNCO TUE E E PE E E E ainda 12 Using Refresh Data nai daa AAA 12 1 of 12 Journyx App User Manual Overview Introduction The Journyx app for mobile time and expense entry allows you to connect to your Journyx site and manage your timesheets expenses and custom entry Version 3 0 of the Journyx app includes options for end users to get their information entered and submitted for approval Journyx will continue to improve and expand the app to include more time entry features and manager approvals If you have a specific feature request for the Journyx app please add it to the Journyx UserVoice site journyx uservoice com System Requirements 1 The Journyx app connects to your Journyx site Your Journyx site must be running one of the following versions 8 9mi 9 1m1 or 9 5mi In addition to the required versions you must also apply a patch for mobile updates If Journyx hosts your site in the cloud your site already includes the necessary updates for mobile app compatibility 2 Your Journyx site must be available to your mobile device like any other web page If your site is only accessible when you are connected to an internal network you may need to work with your IT Department for VPN access for the mobile app when you don t have access to your internal resources 3 Your
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