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Processing Time and Expenses

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Administrators can process time and expenses, which may involve sending reminders and approving for accounting. This is the administrative review step before exporting. Using this guide, you will:

  • Review sending Timecard Reminders
  • Review sending Approval Reminders
  • Approve for Accounting

Sending Timecard Reminders

If there are unsubmitted timecards, you may choose to send timecard reminders that will alert users to submit their saved time. Follow these steps to send reminders:

  • Click on the Review tab.
  • Click on Unsubmitted Timecards and click Reload. You may also navigate to previous weeks.
  • Check off the line items for users you would like to send reminders to. processing_1.png
  • Click Send Timecard Reminders.
  • These people will now receive emails reminding them that they have not submitted timecards for the week.

Sending Approval Reminders

If there are unapproved timecards, you may choose to send approval reminders that will alert managers to log in and approve timesheets. Follow these steps to send reminders:

  • Click on the Review tab.
  • Click on Unsubmitted Timecards and click Reload. You may also toggle to previous weeks.
  • Check off the line items for users you would like to send reminders to. processing_2.png
  • Click Send Approval Reminders.
  • Managers for these users will get now receive emails reminding them that they have timecards in their queue, ready for approval.

Approving for Accounting

Once you have approved timecards, you may process them where they will be sent into the Invoices and Payables area and ready to be exported for billing and/or payroll.

  • Click on the Review tab.
  • Scroll down to the Approved section or click on Approved.
  • Check off the line items for are ready to be pushed into the next phase. processing_3.png
  • Click Approve for Accounting at the bottom of the page.

All of the selected data will now be located in the Invoices and Payables tabs for final review, ready for export.

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