Approve, Unapprove or Change a Timesheet

Overview:

By default the system will automatically approve time entered during a predetermined time, which has been set at the Office level. Users with approval rights can Approve, Unapprove, or Change time entries at any time,

Table of Contents:

Approve a Timesheet
Unapprove a Timesheet
Change a Timesheet

Approve a Timesheet

Steps:

1. Starting from the main screen navigate TIME & TASKS > Time Approval

2. Use the filters to search for the relevant time entries that need approvals.

Knowledge Base Template-Jan-25-2023-05-41-34-6478-PM

	Filter	Description
a	Employee	Employee's name or user code
b	Department	A recognizable code for each department, making it easier to quickly identify different departments.
c	Job No.	An Internal or client project that an agency needs to allocate resources and cost against
d	Task Type	Task Types are used to categorize line items throughout the platform.
e	Show Approved	View approvals from the following options Approved Only Unapproved Only Approved and Unapproved
f	From	The basis upon which payments terms will apply.

For this example, let's filter by Employee.

3. Select the Employee field box and type in the employee's name or user code.

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Approvers can also search an employee by clicking the magnifying glass.

4. Select the box(es) to the left of the time entries that needs to be approved.

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5. Select Approve

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Unapprove a Timesheet

Steps:

1. To unapprove timesheet entries Navigate to Time & Tasks > Time Approval

2. Users can use the Filter option to streamline their search. To search for a specific employee. Select the Employee field box and type in the employee's name or user code.

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3. Navigate to Show Approved? and select Approved Only

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4. Check the box to the left of the time entries you want to un approve and Click UNAPPROVE

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Once a time entry is Unapproved, approvers can then Change any one of the following details

Job No
Task Type
Billable Rate
Cost Rate
To Billable Hours
To Non Billable Hours

Change a Timesheet

1. To Change a detail on a Timesheet entry navigate to Time & Tasks > Time Approval

2. Select the Employee field box and type in the employee's name or user code

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3. Navigate to Show Approved? and select Unapproved Only

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4. Check the box to the left of the employee time entries you want to change and Click Change. The user can select multiple employees if needed.

5. The Change Time Entries screen will appear. Select the timesheet datathat needs to be updated and click on the checkbox. For this example we are selecting Change Cost Rate.

6. Once selected, the Enter cost rate box will appear. Enter the new cost rate and select Change Large Knowledge Base Template (1)-1