Those with Branch Timesheet View/Add/Edit permissions have the ability to view all timesheet entries for the branch. Additionally, it provides three sub-tabs for a given date range period. The Overview tab offers a week-by-week overview for both this week and last week. The Summary screen displays a top-level view of your timesheet entries, with a range of filters. While the Details screen provides you with your detailed breakdown of all timesheet entries for the branch, it also allows those with permissions to add or edit branch entries.
The Details sub-tab
Provides you with a detailed breakdown of your entries, displaying the first 50 entries by default. From this screen, you have the ability to:
- Add a new timesheet entry for yourself (or others with add/edit permission) - via the 'Add an Entry' option to the left
- Export data to a CSV or PDF or to Payroll using the Payroll export feature
- Filter by Date - with enhanced date selection
- Filter By User Groups
- Filter By users
- Filter by Projects
- Filter by Timesheet Tags or Timesheet Tasks*
- Filter by Payroll Entry Type* - annual leave, sick leave etc...
- Filter by Status* approved, pending, declined
- Reset Filters
- Hide or show Closed Projects
To the right of each entry is a selection of Icons
- Click on the 3 dots to Edit/ Delete a timesheet entry
- Click on the 'Notes Icon' to view Timesheet notes
- Click on the notes column header '+ | - icons' to Show All Notes or Hide All Notes
- Click on the project name/number as a shortcut back to that project
- Click on the orange circle with a caution sign to approve a timesheet entry*
- Click on the green tick icon to unapprove and already approved timesheet entry*
- *These are Advanced Timesheets only features
With the Financial Management module an extra column Financial Status will appears to see
- If the entry is part of a bill
- If the entry is part of an invoice
Each entry includes the date, project (as a clickable link), client, timesheet task*/tag details, payroll entry type*, start and finish times, total time logged, any breaks, and a total of hours logged less breaks. As mentioned above the Financial Status column also shows if using our FMS module.
Given the date period you are viewing, a totals line at the bottom of the page displays a total of each column.
Enhanced date selection means that if you select a date range Monday 19th to Friday 23rd (a 5-day range), then change the start date to Monday 12th, the end date will automatically move to Friday the 16th - maintaining the 5-day reporting range. To select a new date without the enhanced date selection, click on the cross to cancel the existing date and select the new date again.
TIP: You can hover over the '?' tooltip to the top left for more instructions/tips.
For instructions on how to create a bill from a timesheet entry, check out this How to Convert a Project's Time Sheet Entries to a Bill Rave Help FAQ
To go back to the overview for ALL Timesheets Advanced features click here
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