Authorise timesheets in the Self Service web app

If you are a web user Allows someone to access data and reports via the Self Service web app. Make sure the user has 'Is Web User option' selected on their 'User properties' in System Administration., you can authorise timesheets in a browser using the Self Service web app.

If your Sage 200 system is set up to use authorisation, your submitted timesheets must be authorised before they can be processed. If there is a mistake or a problem with a timesheet, it can be rejected by the authoriser.

You can check the status of a timesheet:

  • Saved: The timesheet has been saved but not yet submitted. The timesheet can be edited again before it is submitted.
  • Submitted: The timesheet has been submitted, but has not yet been authorised.
  • Authorised: The submitted timesheet has been approved by an authoriser, and is ready to be processed (posted) in Sage 200.
  • Rejected: The submitted timesheet has been rejected by an authoriser.
  • Posted: The timesheet has been authorised and posted in Sage 200. You cannot edit the timesheet after it has been processed.

To authorise timesheets

  1. Select Authorise Timesheets from the drop-down list.

  2. You can view the timesheets entered by a resource (person) or a project.

    • The Summary by Resource displays a summary of timesheets for each person.

    • To view the timesheets for a project, click View by Project.

  3. To see the timesheets requiring authorisation, click on a total from the Hours to Authorise list. To view all timesheets requiring authorisation, select the Totals value in the Hours to Authorise column.

    The timesheets are displayed in the Timesheets to Authorise list.

    You can view timesheets in the following categories:

    • Hours to Authorise: Shows timesheets that have been submitted but have not yet been authorised.
    • Hours Not Posted: Shows timesheets that have been authorised, but have not yet been posted in Sage 200.
    • Hours Rejected: Shows timesheets that have been rejected, and have not been resubmitted.
    • Last 12 Months: Shows all timesheets entered in the last year.

  4. In the Timesheets to Authorise list, select the timesheets to Authorise or Reject.

  5. Confirm that you want to authorise the timesheets.

    • Authorising a timesheet will mark the status as authorised, and it can then be processed (posted) in Sage 200.
    • Rejecting a timesheet will set its status to rejected. The timesheet is not removed from the system, and it can be edited and re-submitted.
See also

Other tasks

Authorise expense claims using the Self Service web app

Enter expense claims using the Self Service web app

Enter timesheets using the Self Service web app