Transferring Time Sheets to Sales Orders or Projects

View - Time Sheet Input - Time Sheet Input

Once the time sheets are complete, you will be able to transfer time sheet lines to Sales orders or Projects. The transfer status will vary depending on the statuses you decided on in Company settings. Read more in Company Settings for Time Sheet Input. The transfer can be set from the Status drop-down list to: Unprocessed, Process completed or Ready for transfer.

How to transfer to Sales Orders or Projects

Select the Transferable Order/Project button from the top toolbar in the Time sheet input module.
A new screen will open, from where you transfer to Order/Project.
Check that all lines on the time sheet are correct. Please note that you can edit some of the fields.
You can select/de-select these fields through Company settings. Read more in Company Settings for Time Sheet Input.
Click the Transfer to order/project module button to approve the time sheet and transfer it to the Sales and Invoicing or Project module.
Click Yes to confirm the transfer to your chosen module.

The status of the time sheet will change to Processing completed and all further processing will take place in the Sales and Invoicing or Project modules.