Edit or delete a timesheet entry
- Timesheets - View, Add and Edit My Timesheet (to access the Timesheets area, and to view, add and edit your own timesheet entries);
- Timesheets - View, Add and Edit All Timesheets (to view, add and edit timesheet entries for all staff members)
You can edit a timesheet entry, provided it is not older than the number of days specified in the timesheet settings for your firm, and it is not partially or fully allocated to a WIP credit. To edit or delete timesheet entries, the job must be open and the timesheets must not be locked. You may need top re-open a job or unlock timesheets. If it is allocated to a WIP credit, you will need to remove the allocation in the Edit WIP Item window.
- Access the My Timesheet page.
- Use the Daily, Weekly, and Monthly tabs to find the day of the entry you want to edit.
- Click the row of an existing entry to adjust it.
- Select one of the following options:
- Edit the timesheet as required.
- Click the delete icon on the row of a timesheet entry to remove it.
Tip: You can access the job or client details for an existing entry by clicking the job ID number or client name links.
- Click Save.