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 makes it easier to navigate the system and quickly find the timesheet of interest, whether for an internal audit, at a client’s request, or for any other reason.

When dealing with large volumes of timesheets, it can be particularly difficult to identify the ones that either raise questions or require review. Understanding the challenge of accessing data on demand, we have added a layer of flexibility by making it easier to segment on Timesheet Portal. Keep in mind, this feature isn’t 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 going 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 highly useful for bulk timesheet submissions. Furthermore, if there is an error 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.