Creating Project Transactions from Time Sheets (Checking Time Sheets and Marking them as OK)

After entering a Time Sheet, you should check it before marking it as OK, to ensure that it accurately reflects the hard copy time sheet submitted by the employee or project manager. Normally, this task will be carried out by an appointed manager.

When you mark a Time Sheet as OK and save, separate records for each row in the Time Sheet will be created in the Project Transaction register. If a Project will be invoiced on an "Actual" basis, these Project Transaction records will be used to create create for Invoices for time spent and materials used.

There are two ways to mark a Time Sheet as OK:

  1. With the Time Sheet on screen, tick the OK check box and save.

  2. Highlight a Time Sheet in the 'Time Sheets: Browse' window and select 'OK' from the Operations menu (Windows/macOS) or Tools menu (iOS/Android). If you are using Windows or macOS, you can highlight a batch of Time Sheets to mark as OK at a single stroke by holding down the Shift key while clicking. If you need to apply the function to a number of Time Sheets that aren't in a range, highlight them while holding the Ctrl (Windows) or ⌘ (macOS) keys before selecting the function. If you are using iOS or Android, you can only highlight a single Time Sheet at a time, by searching for it, so you can only mark a single Time Sheet as OK at a time.
When you mark a Time Sheet as OK using either of these methods, separate Project Transactions will be created for each row in the Time Sheet. You can view them from the Project Transaction register:

The Registered and Invoice Quantities will be taken from the corresponding Time Sheet row, and the Price will be calculated using the formula described on the Pricing and Costs - Time, Purchases and Materials from Time Sheets and Activities page.

If you have marked a Time Sheet as OK and saved and then discovered it contains an error, you can correct the error providing the corresponding Project Transaction has not been invoiced. Please refer to the Correcting Time Sheets page for details.


The Time Sheet register in Standard ERP:

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