Viewing timesheets to approve on your homepage

This support note applies to:

AE Practice Manager (NZ)
AE Practice Manager (AU)

Article ID: 31938285

You can authorise timesheets individually or you can use the batch authorisation function available on the Homepage for authorising timesheets simultaneously.

To create a WIP approval view on your homepage to review timesheets

In the toolbar, click the Home drop-down and choose a view to display the timesheets. The My Homepage - View x tab opens.
On the Tasks bar, click Customise homepage. The Toolbox window appears.
Select the product Practice Manager and drag Approve onto the view. The WIP Approval window appears.
With the Toolbox open, customise the screen and any columns to the desired size. For example, re-position from the left-hand boundary of the window and drag the right-hand boundary out and down.
Close the Toolbox.

You will only see timesheets for those employees you have rights to authorise or correct timesheets for.

For more information, see KB 28690: Setting an employee to authorise their one or another employee's timesheet.

To rename your view

In the toolbar, click the Home drop-down and choose the view you wish to rename. The My Homepage - View x tab opens.
On the Tasks bar, click Customise homepage. The Toolbox window appears.
Drag the Toolbox to the right.
On the Tasks bar, click the view you wish to rename. The Rename View window appears.
Enter the required view name and click OK.
Close the Toolbox. The view name appears on the Tasks bar with the new name.
To refresh the view name, under My Homepage, click another view and click back to the new view name to see the changes.