Authorising and posting a Timesheet

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    Once a Timesheet is Submitted, the next step it to authorise and post it. This process moves the client WIP into debtors, allowing the practice to then keep track of its financial exposure. You can only approve and post a Timesheet if your security group has the access permission to do so.

    Timesheets can be authorised individually from the Timesheets tab of the Employees Details page, or if your Home Page is customised to show the Approve option, you can authorise and post more than one from your Home Page. If you want to authorise more than one Disbursement Sheet, click here.

    Task Heading Example: Choose a Client

    How to use the feature in numbered steps...

    Authorise and Post a Timesheet

    1. Open following Opening a draft Timesheet or
      Opening a Timesheet from the Employees Page or Opening a WIP Timesheet.

    2. Click the Authorise Authorise button button .
      The Authorisation Status changes to Authorised.

    3. Click the Post Post button button.
      The Authorisation Status changes to Posted.