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Visit Notes and Attachments

Written by ZevBit Software

If an employee adds a visit note when they clock out, an "attachment icon" will appear next to the three-dot menu (Action Menu) for their respective timesheet entry.

This icon indicates that additional documentation or notes have been submitted for that day's work.

To view the note:

Clicking on the attachment icon will open a window displaying the note or any attached details the employee included upon clocking out.

If your role includes timesheet editing permissions, you can edit or delete a visit note by clicking the three-dot menu. Otherwise, the menu option won't show.

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