Timesheet Summary on Invoices

We have introduced a new feature that allows timesheets to be grouped in a table summary when generating an invoice that includes multiple timesheets. This enhancement makes navigating the system easier and allows for quick access to the timesheet of interest, whether for an internal audit, at a client’s request, or for any other reason.

When managing large volumes of timesheets, identifying those that raise questions or require review can be particularly challenging. Understanding the difficulty of accessing data on demand, we have added a layer of flexibility by simplifying the segmentation process on the Timesheet Portal. Please note that this feature is not automatically applied to all invoices, so you will need to enable it yourself.

Turning Timesheet Summary On

Whether you are ready to start using the new functionality immediately or just want to try it out, activation takes only a few clicks. You can enable the feature by navigating to Settings > Client invoicing > Invoice layout. Once there, under the drop-down menu for 'Embedded timesheets mode,' select Timesheets summary table. 

In addition to document nesting, the timesheet summary will also display a digital signature along with the IP address of the approver. This addition is particularly useful for bulk timesheet submissions. Furthermore, if an error occurs in the submitted timesheets, you can easily trace back to the approver and discuss the issue with them. 

Be Part of Future Developments

At Timesheet Portal, we are always looking for ways to give our clients as much value as we can. All of our updates and changes begin with you. Therefore, if you have any complaints, suggestions or would just like to provide feedback - we are waiting to hear from you.