Functionality reserved for support level 3

The time sheet is an option in the Tasks application that allows practitioners to fill the time spent on an engagement sold to a client by the accounting firm (and complements the internal management offer).

Detailed information is available:

see article: "What does the timesheet do?"

How do I activate the timesheet?

To activate the timesheet option in the Tasks application :

• Click on the settings icon  at the bottom of the right-hand bar
• Click on the "Enable" button under the "Timesheet" heading

• Select a start date for automatic suggested activities

• If necessary, update the accounting firm's configuration:
  • The maximum hours per day
  • The maximum hours per week
  • The working days and opening hours

• If necessary, activate time approval flow by clicking on "Yes". In this case:
  • Select the approvers by checking the practitioners in the list and clicking "validate"
  • Assign practitioners to an approver to create a team:
    • Click on the approver line
    • Select practitioners from the list
    • Click on "Validate"
• It is possible to activate time validation and configure it later by clicking on "No and finish".

The different configurations allow you to :

• display a (non-blocking) warning on the practitioner's timesheet when the number of hours per day or per week is exceeded
• limit automatic automatic suggested activities to the defined time slot

You can make subsequent changes to:

• the configuration of the accounting firm

see article: "How do I change the configuration of an accounting firm's timesheet?"

• the configuration of one or more practitioners

see article: "How do I change the configuration of an practitioner's timesheet?"

• activating or deactivating time approval

• the configuration of teams for time approval

see article: "How do I configure time approval for the timesheet?"

• the list of additional activities

see article: "How do I define the list of additional activities for the timesheet?"

How do I deactivate the timesheet?

To deactivate the timesheet option in the Tasks application :

• Click on the settings icon  at the bottom of the right-hand bar
• Click on the "Disable" button under the "Timesheet" heading

• Confirm by clicking on the "Disable" button