Timesheets

You can use Sage 200 to manage many aspects of working with your employees. You can record the time worked by your employees, set up cost and charge rates for their work, manage their expense claims, post their costs and bill for their time.

Use timesheets to record the time worked by your employees on particular activities.

The timesheet records can be integrated with Project Accounting to help you measure the costs of a project and calculate bills.

The timesheet process

1. Enter timesheets. You can enter timesheet information by:

   • Entering timesheets using Project Accounting in the Sage 200 desktop.

   • Entering timesheets using the Self Service web app.

   • Importing timesheet data from a file into Sage 200.

2. Authorise timesheets

   If you set Project Accounting to use authorisation, an authoriser must check and approve a Submitted timesheet before it can be posted.

3. Post timesheets

   Submitted and authorised timesheets can be posted to Financials (Nominal Ledger), Project Accounting, and/or Sage Payroll. This helps you measure the costs of a project and calculate bills.

Set up Project Accounting to use timesheets

Before you can enter timesheets, you must have set up the following:

1. Entered your timesheet and expense claim settings.

2. Created resource records for your timesheet users.

   If you use Sage Payroll, you can import employee records so that your employees can enter timesheets in Project Accounting. You can then post their timesheet transactions back to Payroll in order to generate payments.

3. Added the resource records to the resource hierarchy and set up cost and charge rates for your employees.
4. If you want to authorise your timesheets, set up your resource records to manage authorisation.