Submitting & Approving

Timesheets follow a submit-and-approve workflow. Team members submit their completed timesheets, and owners review and approve them.

Timesheet Lifecycle

For Team Members

Submitting a Timesheet

1. Go to Timesheets and open the timesheet you want to submit.
2. Review all entries for accuracy.
3. Click Submit.
4. The timesheet status changes to Submitted and you can no longer edit it.

If the owner rejects your timesheet, it returns to Draft status with their feedback. Make the requested changes and submit again.

For Owners

Reviewing Timesheets

Go to Timesheets to see all pending submissions. The Pending tab shows timesheets waiting for your review. You can see each team member’s entries, hours, and linked jobs.

Approving

Click Approve on a timesheet to finalize it. Approved entries:

• Are locked and can’t be edited by anyone
• Count toward timesheet reports
• Sync to QuickBooks if timesheet sync is enabled

Rejecting

Click Reject and add a note explaining what needs to change. The timesheet returns to the member in Draft status so they can fix it and resubmit.

Bulk Approve

To approve multiple timesheets at once, select them from the list and click Bulk Approve. This is useful for approving an entire team’s timesheets at the end of a pay period.

Tips

• Review timesheets before the end of each pay period to keep approvals on schedule.
• Use rejection notes to be specific about what needs to change.
• Bulk approve saves time when you have many team members.

Related

• Creating Entries — how to log hours
• QuickBooks Sync — what happens when timesheets are approved