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01 November 2011

"Report On Behalf Of "Feature Added To TimeCard for Outlook

With TimeCard you report time and expenses directly from within the Outlook calendar TimeCard is a popular Outlook tool for time reporting, both for single users and within organizations. Users just select some extra info from dropdowns in their Outlook appointments, and then they report both time and expenses to the database directly from their Outlook calendars.

Reporting for others with TimeCard
The South African insurance company Hollard is a Community Member that appreciates TimeCard. However, they had a problem when an assistant wanted to report time for someone else. This is possible in the current version of TimeCard, but the application will post the Outlook login name at the reporting occasion under Person in the database. To get the correct name on the report, an assistant who reported for the boss had to log in as the boss.

Sponsorship of new TimeCard solution
Hollard wanted to give their assistants a possibility to report time for several people more easily. The kalmstrom.com developers offered an elegant solution, and Hollard agreed to pay part of the development cost with a sponsorship. This way Hollard gets exactly the feature they need at a low price. They can also feel sure the new feature will be upgraded to support new Microsoft technology, since kalmstrom.com will add it to the standard product and offer it to all users.

With TimeCard you report time and expenses directly from within the Outlook calendar New dropdown in the TimeCard Reporting dialog
Organizations who don't need the "Report on behalf of" feature simply avoid checking the box for it in the Common Settings dialog. Then their TimeCard applications will work just as before. If the box is checked, a new dropdown will appear in the Reporting dialog, like in the image here to the right. It will contain all the users from the database, and the logged in user will be the default choice.

Simpler procedure for "Reporting on behalf of"
With the new solution the Hollard assistants may quickly report time for other persons in this way:
  1. Select the other person's calendar
  2. (Mark appointments with metadata if this is not done)
  3. Click the TimeCard Reporting button in Outlook to open the Reporting dialog
  4.  (Make changes if necessary)
  5. Select the right name from the dropdown
  6. Report time and expenses by clicking the Post button
Each report will have the correct name, and the procedure is fast and easy.

For all TimeCard users
 We are sure more companies will like the "Report on behalf of" feature. Today a new TimeCard setup was sent to Hollard for their approval, and when the sponsor is satisfied we will release an updated TimeCard for all users. That way many people will benefit from this sponsorship!