Time and expense entry

Reviewing time and expense entries

Staff with security privileges to review timesheets can use the Review tab of the
Time & Expense Entry
 screen to approve and post time and expense entries. Time and expenses are available for approval as soon as they are entered. The Review tab provides a grid view of all submitted timesheets. Once a timesheet is approved, entries on the sheet cannot be changed unless the sheet is first unapproved.
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. Using an approval process means that someone in the firm with the authority to review invoices, time and expenses, and A/R entries must approve these entries before they are posted. Unposted entries are not included in firm totals.
  • Staff with security privileges to approve and post time and expense transactions can also edit approved and posted transactions.

Filtering and sorting time and expense entries

You can filter entries on the Review tab to make it easier to find entries to review and approve. To filter the data entry grid by a particular field, select the field description from the drop-down list at the top of the screen. Most fields in the grid are available to filter by. You can also select any saved filter you have created.
To create a new filter, select the More button and use the
Time & Expense Entry Filters
 dialog to specify the criteria for your filter.
If you want to see only the unapproved or unposted entries, mark the
Unapproved only
 or
Unposted only
 checkbox.
You can also select a column heading to sort the data entry grid by that column.

This article applies to:

  • Product: DT Practice