Entry Status and Authorisation buttons

Last modified 08:04, 24 Apr 2017

Overview

Use the Entry Status buttons and the Authorisation buttons to advance Timesheets, Expense Sheets and Disbursement Sheets (known as Sheet below) through the various stages to billing.

Button Descriptions

The Entry Status is updated from Draft when you consider the details on the sheet are ready for authorisation:

Button

Its location

What it does

Draft button Draft

Entry Status field

You see the Draft status when you create a new Sheet and it remains that way while you add, edit and delete entries.

The status remains as Draft until you use the Submit button.

File:dirname/pm/080_TimeSheets%2C+Expense+Sheets+and+Disbursement+Sheets/040_Entry+Status+and+Authorisation+buttons/Tmsht_submit_bttn.gif Submit

Entry Status field

Use the Submit button to send the sheet for authorising or approval. You can return to Draft status by clicking the Draft button while it is in the Submit status.

Only a person with the appropriate access permissions can update the Sheet through the following stages:

Unseen button Unseen

Authorisation Status panel

The Sheet has been submitted by the employee and is awaiting review.

Authorise buttonAuthorise

 

Authorisation Status panel

Use the Authorised button to send the sheet for posting.

Unauthorise buttonUnauthorised

Authorisation Status panel

Click Unauthorised when you need to change the status back to Submitted so that you can add information or other detail.

Held Up buttonHeld-up

Authorisation Status panel

Click to the Held-Up button to stop progress. To change from Held-up, use the Authorised button.

Post Now button

OR

Post Now button Post

Posting panel

Click to send the sheet for billing.

 
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