The missing timesheet function allows you to find timesheets that should be received during a specified date range but have not yet been approved. A timesheet is considered missing if
- It has not been created
- Is in draft status
- Is in submitted status
- Has been rejected
It is worth noting that a timesheet is considered missing even if it has been submitted. This is because you cannot bill the client or pay the contractor until it has been approved.
How do I find missing timesheets?
Option 1
You can view the number of missing timesheets by clicking the 'missing' tile in the top left hand corner of your agency dashboard. You can use the filters to drill down further by different profiles, date ranges and status (for example Missing, Draft and Rejected)
Option 2
- From the menu bar, click Timesheets > Search.
- In the Status field choose Missing
- Enter the date range you are interested in into the Timesheet End / Expense Receipt Date Range fields on the Date Ranges tab. You must enter both dates.
- You can enter additional search criteria, such as a client or worker if required
- Click Search.
A list of missing timesheets is now displayed. If the timesheet has been started, e.g. it is a draft or submitted, then the timesheet ID is displayed. You can click on this ID to view/edit the timesheet. If the timesheet has not been started then a Create link will be displayed.
Tip: You can also search for missing timesheets using margin report.
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