Overview
Timesheets can be approved once time worked has been validated, unapproved when revisions are needed, and downloaded in Excel format for record-keeping or payroll review.
👥 Access permissions
Only Administrators and Power Users can
Approve,Unapprove, andDownloadTimesheets. Please review user roles before managing Timesheets.
📍 Location in the app
Productivity>Timesheets
Approving a Timesheet
Approval can be done from either:
📝 Note
Multiple Timesheets can be approved at once by ticking the checkbox next to each time entry, then selecting
Options>Approve.
Approve via the Timesheet Manager page
Use this method to approve all submitted Timesheets for a team member within the selected week.
Open the Timesheet Manager page.
Tick the checkbox next to the team member.
Select
Options>Approve.A brief notification confirms successful approval.
Approve via the Details page
Best for approving Timesheets on a day-by-day basis, especially when edits to individual time entries are required.
On the Timesheet Manager page, select a team member to open the Details page.
Click the ⋮ (more options) menu next to the time entry.
Select
Approve.A brief notification confirms successful approval.
Unapprove a Timesheet
Timesheets can be unapproved when revisions are needed, from either:
📝 Note
Multiple Timesheets can be unapproved at once by ticking the checkbox next to each time entry, then selecting
Options>Unapprove.
Unapprove via the Timesheet Manager page
Best when all weekly Timesheets for a team member need to be returned for review.
Open the Timesheet Manager page.
Tick the checkbox next to the team member.
Select
Options>Unapprove.A brief notification confirms successful unapproval.
Unapprove via the Details page
Useful for unapproving Timesheets on specific days.
On the Timesheet Manager page, select a team member to open the Details page.
Click the ⋮ (more options) menu next to the time entry.
Select
Unapprove.A brief notification confirms successful unapproval.
Download Timesheets
Timesheets can be downloaded in Excel format. The export includes the following columns:
Date
Start time / Finish time
Hours worked
Order #
Customer
Team member name
Line items
Notes
Quantity
Cost
Status
Steps:
On the Timesheet Manager page, tick the checkboxes for the relevant team members.
Select
Options>Download.
📝 Notes
Downloads are only available from the Timesheet Manager page.
The download reflects the current week shown on the page.