Approve and post timesheets
Follow these steps to approve and post timesheets.
- SelectActionsthenTime & Expense Entry.
- Select theReviewtab.noteThis tab is available only if your firm uses an approval process for time and expense entry. To turn on an approval process, selectSetup,Firm, then thePreferencestab.
- Mark the checkbox for each timesheet you want to approve.Select
to show detail for a timesheet. - SelectApprove Selectedto 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.noteIf you have security rights to approve and post timesheets, you can post a timesheet without first approving it.
- SelectPost Selectedto post the selected timesheets. The application completes the Posted By column (in the detail rows) with the ID of the staff who posted them.noteOnce a timesheet is posted, the time and expenses entered in the timesheet are available for billing and reporting.
Related Content
-
Review time and expense entries
Format:
Article
