Edit timesheets

If you have Full Access to the staff Financial privilege, you can change all aspects of a timesheet entry including the date, time, job, task, note and even delete the time entry altogether.

Restrictions

You cannot edit a timesheet that:

• has been invoiced
• has been submitted (you need to unlock it first)
• is for a task that has been completed
• is for time that has been written off
• is for the final quoted invoice (if the timesheet was on the job when a final quoted invoice draft was created and then subsequently approved, that timesheet will be included in the WIP wash up - allocating the invoiced value to all existing WIP items (timesheets + costs). Essentially that timesheet is then treated as 'invoiced' and the write on/off is calculated based on the invoiced amounts to date)
• is for a draft invoice (the timesheet is locked to prevent an unintended edits to the invoice from the job itself).

Editing a timesheet

To edit a timesheet entry:

1. Select Business > Timesheets.
2. In the Timesheets screen, if necessary, use the filter at right to select the week in which the time was worked.
3. Drill down on the name of the member of staff, whose timesheet you want to edit.
4. In the <name> Timesheet screen, drill down on the date of the timesheet entry you want to edit.
5. In the Timesheet dialog, provide the following information, as required:

   Field	Description
   Date	The date that the Time (below) was worked. If necessary, select the required date by clicking in the Date field and using the drop-down calendar to select the required date.
   Staff	The name of the staff member whose timesheet record you are editing. You can select a different staff member if you wish.
   Task	The specific task in the selected job that the time will be recorded against. By default, tasks are displayed in the drop-down list in alphabetical order of task name. Tasks can be displayed in the order they occur in the job by changing the Organisation Settings > Task Order setting. I want to record time against a task - why can't I see that task in the task drop-down list? Once a task has been added to a job, that task will appear in the job's information screen. The Organisation setting Staff Task Allocation controls which tasks you can record time against. If it's set to: Explicit, you can record time against only those tasks that have been specifically allocated to you. Inherit from Job, you can record time against any task that has been specifically allocated to you. You can also record time against any tasks that are not allocated to other staff members. Also, you won't be able to record time against a task if the task has been flagged  as completed.
   Time or Start Time and Finish Time	The time spent working on the selected job/task. More on entering time... You can enter the time as hr:min (for example: 7:30) or as decimal 7.5 (7½ hours in both cases). The decimal value is converted automatically to minutes. By default, the time is not rounded, but it can be rounded to the nearest five minutes (or other values) by changing the Organisation Settings > Round up to Nearest Minute setting. You can enter a maximum of 24 hours for any one timesheet entry. If a task has taken more than 24 hours to complete, you need to split the time into the hours worked in each day. By default, time is input as the overall number of hours worked (duration). For daily input, this can be changed to using a start and finish time by changing the Organisation Settings > Entry Mode setting.
   Billable	The Billable switch is visible only when editing a daily timesheet entry and only if you have full access to the Financial Privileges > Flag timesheet entries as billable or non-billable at time of entry. This switch controls whether you can choose to flag each timesheet entry as billable, or not. By default, each timesheet entry is billable unless the switch is toggled off .
   Note	Any notes or comments about the timesheet entry.

6. Save your changes.