Timesheets tab

Accountants Enterprise with Practice Manager only

The Timesheets tab is only available on the Employee page.

The Timesheets tab is used to create and open:

Timesheets (see Working with timesheets)
Expense sheets (see Working with expenses)
Disbursement sheets (Working with disbursements).

If you are a manager or partner you can also review the status of employees’ sheets.

If you are responsible for authorising employee timesheets, you can display the Timesheets by customising your homepage (see Setting up your homepage). You can then view a list of any timesheets that are ready for you to authorise. You can authorise and post the timesheets from your homepage with one click.

When you create a new sheet or open an existing one, the Timesheet or Expenses page opens. You can then enter or view the details.

You can create a new sheet using either Create next timesheet or Create timesheet option on the Tasks bar.

You can choose which type of sheet to view by selecting one of the options in the drop-down.

Timesheet fields

Field	Description
Start Date	The start date of the timesheet.
End Date	The end date of the timesheet.
Submit Status	The Submit Status is determined by the employee entering the sheet. There are two states: Draft — The sheet is not yet completed or ready for review. Submitted — The sheet has been finalised by the employee and submitted ready for review.
Authorise Status	The Authorise Status is determined by the reviewer. There are four states: Unseen — Submitted by the employee and awaiting review. Authorised — Reviewed and approved ready for posting. Unauthorised — Reviewed and requiring amendment, so the reviewer has chosen not to authorise at this point. Held Up — Reviewed and held up by reviewer. This status could be used if the details need checking before the sheet can be authorised.
Posted Date	This is the date the timesheet was posted.
Total Hours	The total hours entered into the timesheet.
Total Charge	The total charge calculated for the timesheet.

Taskbar options

Option	Description
Create next timesheet	When you click this option, a sheet is created for you for the next available time processing period (e.g., the following day or week from the date of the last sheet).
Create timesheet	When you click this option, the Create New Sheet window opens enabling you to select an available time processing period for which a timesheet will be created.
Copy timesheet	This option on the Tasks bar is a quick way to create a new sheet when all or most of the details from a previous timesheet remain the same. You can copy time lines from one timesheet to another or to multiple timesheets. When selecting to copy the time lines from a timesheet, you are also given the opportunity of copying the total time, as well as the assignments, schedules and task details.
System settings	Click this option to open the Timesheet User Settings/System Settings window.

Time Processing Category

The Timesheets tab also sets an employee’s Time Processing Category option. This setting determines the time period covered by a single time or expense sheet when it is created. For example, if an employee has a ‘Daily’ Time Processing Category, a new timesheet is generated every day. If an employee has a ‘Weekly’ Time Processing Category, a new timesheet is generated for each week.

Once a sheet has been created for a time period, it will no longer be available for selection in the Create New Sheet window.

Click this link to launch a self-paced online learning Show Me demonstration. (Adobe Flash player required.)

Refer to Timesheets, disbursements and expenses for more information on timesheets.