Finalise Timesheets

Navigation:

Timesheet Control > Finalise button

Access Rights:

Timesheet Functions > Timesheet Control > Finalise Timesheets

 

Purpose

This section explains how to Finalise or Re-open Timesheets.

The purpose of finalising a timesheet is to lock the timesheet ready for invoicing, and prevent a line-manager from un-approving and subsequently altering the timesheet when finance are ready to invoice the time.

Once finalised, the only way alterations can be made is by re-opening the timesheet and setting the status back to ‘In-progress’.

This option allows timesheets to be finalised or re-opened.

 

Note NOTE: When finalising timesheets, validation checks are performed to ensure that costing rules are applied correctly. If any timesheets fail the finalisation process you may need to refer to the Timesheet Errors section.

 

Operational

hmtoggle_plus1How to Finalise Timesheets

1.Navigate to Timesheet Control.

2.Filter the timesheet grid down to the staff member’s timesheets you wish to effect.

3.Click the Finalise button. The finalise dialogue box will appear.

4.Choose the ‘Finalise one or more timesheet’ option

5.Select the week or date range that you wish to finalise.

Finalise Single Week

 

This option is generally run on a week by week as it finalises the selected timesheets. With this option all timesheet entries and the overall timesheet status is changed to ‘Finalised’.

Note NOTE: With this option the selected timesheet status must be set to ‘Approved’ or ‘Completed’ depending on whether the staff member requires approval.

Finalise Between two Dates

 

This option is generally used as part of the Year End or Month End procedures as it can be used to finalise timesheet lines up to a specific date (the month or year end date). The overall timesheet status is not changed to the ‘Finalised’ but all timesheet entries up to the specific date are ‘Finalised’. This enables costing etc to be done part way through the week.

Note NOTE: With this option the selected timesheet status must be set to ‘Approved’ or ‘Completed’ depending on whether the staff member requires approval.

6.Select the staff member you wish to apply the changes to or leave the staff selection set to ‘All Staff in Grid’ to apply the changes to everyone in the current timesheet grid.

7.Click the finalise button to begin the process. A completion message will signal the end of the finalisation process.

 

hmtoggle_plus1How to Reopen Timesheets

1.Navigate to Timesheet Control.

2.Filter the timesheet grid down to the staff member’s timesheets you wish to effect.

3.Click the Finalise button. The finalise dialog will appear.

4.Choose the ‘Re-open one or more timesheet’ option

5.Select the week or date range that you wish to re-open.

6.Select the staff member you wish to apply the changes to or leave the staff selection set to ‘All Staff in Grid’ to apply the changes to everyone in the current timesheet grid.

7.Click the Re-open button to begin the process. A completion message will signal the end of the re-open process.

 

Additional Information

Note NOTE: Timesheets can be re-costed without the need for them to be reopened. Please see the main Timemaster Windows application for this feature.

The process of finalising Timesheets is normally performed by either the Finance department or Timemaster System Administrators.

 

Any images shown may be representative of the previous version of Timemaster

Report a problem

Please report any errors on this page to timemastersupport@equisys.com