Time and expense entry

Approving and posting timesheets

To approve and post timesheets, follow these steps.
  1. From the
    Actions
     menu, choose
    Time & Expense Entry
    .
  2. Go to the Review tab.
    note
    This tab is available only if your firm is using the approval process (which is enabled in Setup > Firm > Preferences tab) for time and expense entry.
  3. Mark the checkbox for each timesheet you want to approve.
    tip
    To see the detail for a timesheet, select the Expand button to expand the grid.
  4. Select the
    Approve Selected
     button to mark the selected timesheets as approved. The application completes the Approved By column (in the detail rows) with the ID of the staff who approved them.
    note
    If you have security rights to approve and post timesheets, you can post a timesheet without first approving it.
  5. Select the
    Post Selected
     button to post the selected timesheet(s). The application completes the Posted By column (in the detail rows) with the ID of the staff who posted them.
    note
    Once a timesheet is posted, the time and expenses entered in the timesheet are available for billing and reporting.

This article applies to:

  • Product: DT Practice