Handling Timesheet Corrections in OpenAir Like a Pro!
Every professional services organization needs to correct timesheets from time to time. Whether you need to fix a mistake or account for new information, having clear processes for timesheet adjustments is key.
This video demonstrates three options to accomplish timesheet corrections. Each option depends on where you are in your approval and billing cycle. It covers:
- Self-Service Corrections: Before approval, users can reject their own timesheet to unlock it, enter corrections, and resubmit. This allows fast fixes without admin help.
- Approver Edits: Approvers can reject full timesheets (forcing user updates) or individual lines (allowing clean data to process). They can also directly edit and approve updated sheets.
- Adjusted Timesheets: For locked/billed timesheets, admins can create adjusted clone timesheets. These capture corrections and feed accurate data to integrated billing and reporting.
Understanding these timesheet correction paths can optimize accuracy and efficiency for any OpenAir customer.
Frequently Asked Questions
- Can you correct multiple timesheets in a single action?
Using the features we discussed in the PowerUp video, each timesheet will have to be individually corrected.
- Can you unapprove a timesheet after time has been billed?
No, after billing rules are run against a timesheet, you must create an adjusted timesheet to correct the hours.
- Can I recall my timesheet after submitting it?
As long as no one has approved any part of the timesheet, users can "Reject" their own timesheet to open it up for corrections.
- Where do you give permissions to unapprove a timesheet?
On the user record under timesheet settings, there is a checkbox to grant permission to unapprove timesheets.
- If a line on a timesheet is rejected, can the timesheets be merged together after all timesheet entries are approved?
Yes, OpenAir has a setting to rejoin rejected timesheet entries to the original timesheet.
