How do I submit, approve and reject timesheets?

You can submit, approve or reject timesheets within Timesheets.

Submit a Timesheet:

1. Launch TaxCalc Time.
2. Select Timesheets.
3. Select the timesheet and click Submit.
4. From the Submit for Approval dialog enter any comments for the approver and click Submit.
5. The timesheet status is updated to Submitted.

Approve a Timesheet:

1. Launch TaxCalc Time.
2. Select Timesheets.
3. The displayed timesheets default to the user logged in. To approve another user's timesheets, select the appropriate user from the filters panel.
4. Select the submitted timesheet.
5. Click Approve.
6. From the Approve Timesheet dialog enter any comments and click Approve.
7. The timesheet status is updated to Approved.

Reject a Timesheet:

1. Launch TaxCalc Time.
2. Select Timesheets.
3. The displayed timesheets default to the user logged in. To reject another user's timesheets, select the appropriate user from the filters panel.
4. Select the submitted timesheet.
5. Click Reject.
6. From the Reject Timesheet dialog select whether you want to Mark all logs as rejected.
7. Enter a Rejection reason and click Reject.
8. The timesheet status is updated to Rejected.
9. To individually reject time logs, go to the Time Log screen and right-click on the time log to set its status.