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. 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.
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.
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