Working with sheets

Accountants Enterprise with Practice Manager only

In this section, sheet refers collectively to a timesheet, disbursement sheet and expense sheet. There are a number of identical procedures that are performed across all sheet types:

• Entry status and authorisation buttons for sheets

• Copying Timesheets

• Authorising and posting sheets from your homepage or Practice KPI

• Authorising and posting sheets

• Deleting entries from timesheets or disbursement sheets

• Deleting sheets

• Exporting data to Microsoft Excel.