Timesheet Review

The Timesheet Review screen allows users to review submitted timesheets, export reports, and send timesheet data to the accounting system.

Access

• Navigate to Timesheets
• Select Timesheet Review

Filters

• Time Sheet Weekly Start – Select the week to review. All submitted timesheets for that week will be displayed.
• Client Accounting System – Select the accounting system the timesheets are allocated to

Use the Refresh button to load timesheets based on the selected filters.

Actions

• Refresh – Reloads the timesheet grid using the selected filters
• Export – Generates an Excel report of the timesheet data for the selected week
• Send to Accounting – Sends the selected timesheets to the connected accounting system

Timesheet Grid

• Timesheet User – The user who submitted the timesheet
• Time Sheet Date – The week the timesheet relates to
• Job Number – The job the time was allocated to
• Wage Category – The classification of labour

Totals are automatically calculated to assist with validation before exporting or sending.
Each column can be filtered if you want to review data.

Notes

• Ensure the correct week is selected before exporting or sending
• Sending timesheets creates entries in the accounting system
• Changes after sending may require manual adjustments
• The system won't send duplicates so if one person had errors that have been corrected you can re-send
• Timesheets can be unlinked from the confirm timesheets page if you want to re-send all of them
• If hours are splitting incorrectly it could relate to the timesheet type on the users contact card or the timesheet type setup

Troubleshooting

• No data displayed – Check filters and refresh, check user and contact setup
• Export failed – Ensure browser downloads are enabled
• Send to Accounting failed – Verify system connection