Overview
👥 Access Permissions: Only Administrators and Power Users can Approve, Unapprove, and Download Timesheets. Review user roles before managing Timesheets.
📍Where to find it in the app: Productivity > Timesheets
Approving a Timesheet
Timesheets can be approved once time worked is validated. Approval can be done from either the Timesheet Manager page or Timesheet Details page.
📝 Note: multiple Timesheets can be approved at once by ticking the checkbox next to each Time Entry.
via Timesheet Managers page
Use this method to approve all submitted timesheets for a team member within the selected week.
Open the Timesheet Manager page
Locate the kebab menu (⋮) next to the Team Member’s name
Select
Options>ApproveA brief confirmation will appear.
via Timesheet Details page
Ideal for approving Timesheets on a day-by-day basis, especially when edits to time entries are required.
On Timesheet Manager page, select a Team Member
Click the kebab menu (⋮)
Select
ApproveA brief confirmation will appear.
Unapproving a Timesheet
Timesheets can be unapproved when revisions are needed, either from the Timesheet Manager or Timesheet Details page.
📝 Note: multiple Timesheets can be unapproved at once by ticking the checkbox next to each Time Entry.
via Timesheet Managers page
Best used when all weekly Timesheets for a Team Member need to be rejected for review.
Open the Timesheet Manager page.
Tick the checkbox next to the Team Member.
Select
Options>UnapproveA brief confirmation will appear.
via Timesheet Details page
Useful for unapproving Timesheets on specific days.
On Timesheet Manager page, select a Team Member
Click the kebab menu (⋮)
Select
UnapproveA brief confirmation will appear.
Downloading Timesheets
Timesheets can be downloaded in Excel format, providing detailed records including:
Date
Start/Finish Time
Hours worked
Order #
Customer
Team Member’s Name
Line Items
Notes
Quantity
Cost
Status
Steps:
On the Timesheet Manager page, tick the boxes for relevant Team Members.
Click
Options>Download.
📝 Notes:
Downloads are only available from the Timesheet Manager page
The download will reflect the current week shown on the page.