1. OffLine
  2. Features and Functions

Features and Functions

SuiteProjects Pro OffLine has several helpful features and functionality.

Features

Tabs organize the following menu functions:

  • File – Select Update, Saved Reports (run and email), or Exit. Most windows have an Update button on the bottom left, but you can always Update by going to File > Update and clicking OK. You can run and email your saved SuiteProjects Pro reports from OffLine. See Run Reports in OffLine. Finally, you can Exit SuiteProjects Pro OffLine by clicking on the Close button. You can also go to File > Exit.

  • Edit – Go to Edit > Preferences and select the check boxes of the features you want to enable. To disable, clear the box. Features include: Show splash screen at startup, Hide when minimized, Escape key minimizes, and you can enter a Keyboard shortcut. See Preferences.

  • View – When you select a tab for either Charges, Expenses, or Timesheets, the options available within each function display under View. See the Functions below.

  • Help – Select Help and then choose one of the following options:

    • User Guide (pdf) – Click to view the OffLine guide in PDF format.

    • Contents (Release notes) – Click to view the readme.txt file.

    • SuiteProjects Pro website — Click to go to the SuiteProjects Pro sign-in page (https://auth.netsuitesuiteprojectspro.com/login) in your default browser.

    • Display Log – lClick to view the SuiteProjects Pro OffLine activity log. The log lists actions on specific dates and times. If you are having problems, you can send a copy of this file to SuiteProjects Pro Support. See Troubleshooting.

    • Check For New Version – Click to check if you have the latest version of OffLine installed on your computer.

    • About SuiteProjects Pro OffLine – Click to view the About SuiteProjects Pro OffLine window with version information.

Functionality

Tabs display for the following functions: Charges, Expenses, and Timesheets. Each corresponds to functionality in your SuiteProjects Pro account. Options available are described below.

Charges

Select either Charges, Hourly Grid, or Timers. Depending on your SuiteProjects Pro account configuration, modules access, and role and filter settings, the Charges tab, Hourly Grid and Timer options may not be available. If the Charges tab is available, go to View and select one of the following options: Charges, Hourly Grid, or Timers. Each is described as follows.

Charges

Use Charges to document the specific billable items associated with customers, projects, and activities. Create, modify or delete entries for hourly, flat rate, other rate, and expense billable items. When you Update, information transfers and appears on the same type of form in SuiteProjects Pro under Invoices > Charges > Open.

Hourly Grid

Use Hourly Grid to document hourly charges associated with customers, projects, and activities. Enter the number of hours to charge for each day and use Prior and Next buttons to go through the calendar. When you Update, the Hourly Grid information transfers as an Hourly Charge and appears in SuiteProjects Pro under Invoices > Charges > Open.

Timers

Use Timers to document the exact amount of time you work on a project-related task. Start a timer when you begin working, edit it to stop it when you are finished, or delete it if it is no longer needed. SuiteProjects Pro OffLine continues to record time until you stop the timer or delete it, even if you exit from the application. After you stop the timer, it appears under Charges and no longer appears on the Timers list. When you Update, the timer information transfers as an Hourly Charge and appears in SuiteProjects Pro under Invoices > Charges > Open.

Expenses

Go to View > Expenses and select one of the following options: Expense reports (All), Expense reports (Open), or Receipts. Each is described as follows.

Expense reports

Use Expense reports to compile the expenses associated with customers and projects. You can create, modify, email, or delete expense reports. Use Update to transfer all expense reports to your SuiteProjects Pro account. In your SuiteProjects Pro account, go to Expenses > Expense reports > Open or Submitted. Keep track of the expenses related to projects and send yourself a PDF copy at any time when you Update. There are two Expense reports selections: Expense reports (All) and Expense reports (Open).

  • Expense reports (All) -lists all expense reports in your SuiteProjects Pro OffLine account. The status of each expense report appears as it would be organized in your SuiteProjects Pro account: Open, Submitted, Rejected, and Approved. In addition, the Reimbursement Balance appears for Expense reports that are reimbursed.

  • Expense reports (Open) -filters all expense reports and displays only those that are currently open.

Submit completed expense reports for approval. Highlight the expense report you would like to submit and click the Submit button. When you Update, they are transferred to SuiteProjects Pro and follow the normal approval procedure. To view them in SuiteProjects Pro, go to Expenses > Expense Reports > All or Submitted. These expense reports are listed with a status of submitted until they are approved.

Receipts

Use Receipts to keep track of expenses and record them as receipts in an expense report. Create, modify, or delete receipts that are part of an expense report. When you Update, receipts remain with the expense report and display in your SuiteProjects Pro account. In your SuiteProjects Pro account, go to Expenses > Expense reports and click on an expense report. A list of associated receipts appears.

Timesheets

Go to View > Timesheet and select one of the following options: List (All), List (Open), or Timesheet. Each is described as follows.

List

Use List to create a new timesheet or modify, email, submit or delete an existing timesheet. Keep track of the time you work on projects and tasks and send yourself a PDF copy at any time when you Update. There are two List selections: List (All) or List (Open).

  • List (All) -lists all timesheets in your SuiteProjects Pro OffLine account. The status of each timesheet appears as it would be organized in your SuiteProjects Pro account: Open, Submitted, Approved, and Rejected. When the status of a timesheet changes, the changes display in SuiteProjects Pro OffLine.

  • List (Open) -filters all timesheets and displays only those that are currently open.

Timesheet

Use Timesheet to record time and related timesheet information for customers, projects, and tasks as well as other pertinent company information. Create, modify, or delete timesheets. Use Update to transfer all timesheets to your SuiteProjects Pro account. In your SuiteProjects Pro account, go to Timesheets > Timesheets > Open or Submitted.

Submit completed timesheets for approval from either List (All), List (Open), or Timesheets. When you Update, they are transferred to SuiteProjects Pro and follow the normal approval procedure. To view them in SuiteProjects Pro, go to Timesheets > Timesheets > All or Submitted. These timesheets are listed with a status of submitted until they are approved or rejected.