Branch Timesheets - Details

Users with Branch Timesheet View/Add/Edit permissions can view all timesheet entries for their branch. The timesheets area includes three sub-tabs for the selected date range.

The Overview tab provides a week-by-week snapshot for both the current week and the previous week.

The Summary tab displays a high-level view of timesheet entries, with a range of filters to help refine the data.

The Details tab offers a full breakdown of all branch timesheet entries and allows users with the appropriate permissions to add or edit entries at the branch level.

The Details Sub-tab

The Details sub-tab provides a detailed breakdown of timesheet entries, displaying the first 50 entries by default. From this screen, you can:

Actions

• Add a new timesheet entry for yourself (or for others if you have Add/Edit permissions) using the Add an Entry option on the left

• Export timesheet data to CSV, PDF, or Payroll using the Payroll export feature

Filters

• Filter by Date, with enhanced From and To date selection

• Filter by User Groups

• Filter by Users

• Filter by Projects

• *Filter by Timesheet Tags or Timesheet Tasks

• Filter by Status* (Approved, Pending, Declined)

• Filter by Financial Status (Advanced Timesheets + Financial Management required)

• Filter by Payroll Entry Type* (Annual Leave, Sick Leave, etc.)

• Reset Filters

• Hide or Show Closed Projects

Entry Actions (Icons)

To the right of each entry, a set of icons provides quick actions:

• Click the three dots to Edit or Delete a timesheet entry

• Click the Notes icon to view timesheet notes

• Click the Notes column header (+ / – icons) to show or hide all notes

• Click the Project name or number to navigate directly to the related project

• Click the orange caution icon to approve a timesheet entry*

• Click the green tick icon to unapprove an already approved timesheet entry*

* Advanced Timesheets only features

Financial Management

When the Financial Management module is enabled, an additional Financial Status column appears, indicating:

• Whether the entry is part of a bill

• Whether the entry is part of an invoice

Each timesheet entry includes the date, project (clickable link), client, timesheet task/tag details*, payroll entry type*, start and finish times, total time logged, breaks, and the total hours logged less breaks.
When using the Financial Management (FMS) module, the Financial Status column will also be displayed.

For the selected date range, a totals row appears at the bottom of the page, showing the total for each column.

Enhanced Date Selection

Enhanced date selection allows you to maintain a consistent reporting period. For example, if you select Monday 19th to Friday 23rd (a five-day range) and then change the start date to Monday 12th, the end date will automatically adjust to Friday 16th, preserving the same five-day range.

To select a new date range without enhanced date selection, click the cross (✕) to clear the existing dates, then select the new date range again.

Tip: Hover over the ? tooltip in the top-left corner for additional instructions and helpful 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 article here

To go back to the overview for ALL Timesheets Advanced features click here