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 approvied.
How do I find missing timesheets?
- 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.
Tip: You can view the number of missing timesheets from the dashboard.
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