Questions: Self Service web app timesheets and expense claims

Entering timesheets and expense claims

If a new project has just been created in Sage 200, there may be a short delay before you can see it in the Project item list.

Sage 200 will update the list on a regular basis; but if you have a large number of projects, this may take a short while to complete (usually no more than 10 minutes).

Note:

Projects might not appear in WTE if:

  • The project status does not allow costs.
  • The project resource (person) does not have access to the project because it has been filtered.

Projects also might not appear in WTE if they have been archived or deleted. This will not apply if you have just created the project, however.

If a new project has just been created in Sage 200, there may be a short delay before you can see it in the Project item list.

Sage 200 will update the list on a regular basis; but if you have a large number of projects, this may take a short while to complete (usually no more than 10 minutes).

Note:

Projects might not appear in WTE if:

  • The project status does not allow costs.
  • The project resource does not have access to the project because it has been filtered.

Projects also might not appear in WTE if they have been archived or deleted. This will not apply if you have just created the project, however.

You cannot edit timesheets and expense claims if they have been processed and have a status of posted.

If the item has a posted status, you can view it by clicking Detail.

The Edit option will only be displayed for items that have a status of saved, submitted, authorised or rejected.

If an authoriser rejects your timesheet, they can include a comment to explain why it was rejected.

To check why it has been rejected:

  1. Select the Rejected summary view (in Timesheets).

    This will display any items with a rejected status.

  2. In the Rejected list, check the Reason column to see the authoriser's comment.

    Tip: If you can't read all of the comment (if it's truncated with ...), hover the mouse over the comment and it will display the full text in a pop-up.

Authorising timesheets and expense claims

A resource will only be listed if:

  • They have currently submitted a timesheet or expense claim.
  • You have permission to authorise their timesheets or expenses.

This is set up in System Administration.

To resolve this problem, contact your system administrator.

You can only see the timesheets and expense claims that you are allowed to authorise.