Go back to Timesheets FAQ Index Answers to Frequently Asked Questions about Timesheets Latest update: 26 April 2001 Timesheets tab How can I delete an approved timesheet? To delete an approved timesheet: 1. Log in to your OpenAir account and click on the Timesheets module link at the top of the page. 2. Click on the Timesheets tab and on the Approved subtab. 3. Click on the timesheet you want to delete. 4. Click the Submit/Approve link. 5. Click the link which says "click here to unapprove the timesheet." This link will appear only if the unapprove feature is enabled for this user. If it is not, an admininistrator can enable it in User>Demographics. 6. On the Unapprove form, enter additional email addresses to CC and Notes, if desired, then click Submit. 7. Once the timesheet is unapproved, the user who created it can delete it, by clicking the Edit timesheet link. Click Delete and then OK. Go back to Timesheets FAQ Index How do I delete a timesheet? If you are the approver of timesheets, you can simply 1. Click on the "Timesheets" tab, and then on "Open timesheets" (or "All timesheets"). (If the Timesheet does not appear in Open Timesheets, check under Approved. If the timesheet has been approved, you will have to unapprove it before deleting. To unapprove, open the timesheet, click Submit/Approve and click the link which says "Click here to unapprove the timesheet".) 2. Click on the name of the timesheet you want to delete. 3. Click on the "Delete" button. (Note: If the delete button does not appear next to the "Save" button at the bottom of the timesheet grid, this means that hours in this timesheet have already been charged to a client, and thus the timesheet cannot be deleted. You can still change description and note entries, and hours for date cells that have not yet been charged to a client. See also Edit Timesheet for other kinds of changes you can make.) If you are not the approver of the timesheets, you need to have the administrator of your OpenAir account unapprove the timesheet. Once it has been unapproved, you as the user can then delete it as above. Go back to Timesheets FAQ Index How can I create an invoice from my timesheets? To use Timesheets data to create time-based Charges: 1. Click on the "Timesheets" tab, and then click on the "Approved timesheets" or "All Timesheets" tab. 2. Click on the name of an approved timesheet. (This will take you to the Timesheet report.) 3. Click on the "Billable" tab. (This will take you to the "Billed time report" form.) 4. Select the relevant client and/or project from the drop-down menu on the right side of the Billed time report. 5. Check the boxes to select the "Time entry" items you wish to charge to the client or project you selected in step 4. (Note: You can check or un-check all of the items by clicking on the "Check all" or "Un-check all" buttons in the upper right-hand corner of the Billed time report form.) 6. Enter the relevant billing information (hourly rate, and markup if appropriate). 7. Click on "Create the timebills." 8. You will see the message that a timebill has been successfully created, and you can choose to click on a link to view a Billed Time Report Once you have created your timebills, you can create an invoice. Go back to Timesheets FAQ Index How do I add more information to my time entries in a timesheet? If you wish to store additional notes for a time entry: 1. Open the Timesheet in the "Enter Time" view. 2. Click on the "dot" next to the time entry text box. 3. Add a description of the time entry and any additional notes you wish to save. (Note: If the "Service" and "Client:Project" drop-downs are not visible on the main grid, you can select a Service and Client:Project from this pop-up form.) 4. Click "OK" to close the pop-up form. 5. Click "Save" to save the changes to your Timesheet. Go back to Timesheets FAQ Index How do I add the "Service," "Client:Project," and "Task" drop-down menus to the main timesheet grid? *Note: Only an account administrator can enable these options. To add the "Services" and "Client:Project" drop-down menus to the main grid: 1. Go to My Account > Company > Settings. 2. Under "Timesheet options," select the "Show the Client/Project drop down on the main grid" or the "Show the Client/Project and the Task drop downs on the main grid" and the "Show the Service drop down on the main grid" options. Note: You cannot show the Task drop-down list box without also showing the Client/Project drop-down list box. 3. Click the "Save" button. Note: You can make any of these fields required by checking the corresponding "Require a [...]" box in the "Timesheet options" section. Go back to Timesheets FAQ Index