unsubmitting a accepted clicktime time sheet

UNSUBMITTING A ACCEPTED CLICKTIME TIME SHEET HOW TO
UNSUBMITTING A ACCEPTED CLICKTIME TIME SHEET PASSWORD

By using all the built-in data analysis tools in Primacy Workplace, this is the ideal place to analyze your billing data and prepare ad hoc management reports. The user can elect to include items already billed and can also accept submitted entries. The Billing items list offers the most complete view of all billing items and will include time entries, non-recurring charges and recurring fees. To review multiple client records in the billing items list See Process timesheets (list) for further details. Click Time and billing > Lists > Process timesheets.Time records with the status of Rejected or Unsubmitted can further be Deleted from this screen. As an employee's summary is high-lighted, the lower pane Time entries will display details on each time entry for the selected period for the current employee. The upper pane Timesheets displays a summary of all the time entries for the selected employee(s) and period. The only way to change the Billing status of a time entry or charge to Unsubmitted is to select Save progress instead of Submit when submitting the time entry or charge. Items that have been Submitted can be Accepted by either double clicking the item or right clicking and selecting properties. Items will have a Billing status of either Submitted or Accepted. When a time entry record or charge has been submitted and approved, it can be reviewed here. Click the Fees tab > Work in progress.You may also right-click the client and select Properties. Locate and double-click the client you'd like to check.Click Client administration > Lists > Clients.

To review a time record in work in progress

Work in progress (recorded but not yet transferred to billing or invoiced).

There are a number of ways to review time recorded against a client.

Invoicing 4: Transfer WIP to billing, prepare and post invoices.

Invoicing 2: Time entries, charges, recurring fees, stub payments, prepayment.

Invoicing 1: Prerequisites (fees, document templates, invoicing by business unit).

Select the type of report, specify the date range and details, and click Run.

Additionally, the status of each timecard will be shown in the rightmost Status column of the calendar (unapproved, rejected, or approved).

After saving or submitting, there will be a notice informing you of your action at the top of the screen.

Once time that has been approved by a manager it can no longer be ‘unsubmitted.

Use the Unsubmit All feature to continue making changes to a timecard.

Click Save and Close to save your entries and return to the calendar view.

Click Save to save your entries and remain on the time entry screen.

Click Submit All to submit the time to your manager for approval (should be done based on your company’s scheduled due dates).

These can only be viewed admins of the system. Please Note: The Attach feature is not viewable by the approving manager because there can be a multitude of projects with many different approvers.

Select the file to upload, then click on the Upload button.

Scroll to the bottom of the page and click Add Attachment.

Click Add for additional rows to add time for other projects.

Time may be entered in minute or decimal format.

Add a description in the memo field, if applicable.

Select the time type you are entering time for.

If your company has enabled tasks, select the Task performed.

Select a project from the drop-down menu and enter your hours worked: This will take you to the timecard entry and edit screen.

UNSUBMITTING A ACCEPTED CLICKTIME TIME SHEET PASSWORD

Log in to SpringAhead using the login instructions and password provided by your administrator.Ĭlick Time in the Navigation Bar to see a month-at-a-glance view of your time.Ĭlick on the desired day on the calendar to enter time.

UNSUBMITTING A ACCEPTED CLICKTIME TIME SHEET HOW TO

This article will show you how to enter a timecard, run reports, and change your password.

Entering time in SpringAhead is straight-forward and efficient.

Unsubmitting a accepted clicktime time sheet