Approving Timesheet Lines

 

Purpose

This topic explains how to approve individual timesheet lines. This function is generally used by project leaders who have a responsibility of the costs associated to their projects.

For details on how to approve a full timesheet (line managers) click here.

 

Additional Information

Note NOTE: Timesheet lines that have been invoiced are omitted from the results.

Item

Description

Previously Approved

If this is ticked Timesheet lines which have previously been approved will also be shown in the grid.

Completed Timesheets Only

If this is ticked only timesheet lines where the actual timesheet status is Completed will be shown i.e. do not show timesheet lines where the actual timesheet is marked as 'In-Progress'.

Dates

When the page is loaded for the first time the system automatically populates the 'from' date with the date of the earliest timesheet line which needs approving.

Individual Timesheet Items

Approve / Un-approve buttons

Clicking one of these buttons either Approves or Un-approves the selected timesheet lines.

 

TipTIP: It is a good idea to use the grid's grouping functionality (how?) to group by Name. This will group the data by staff member with a sub-total at the bottom.

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