Enter batch timesheets

Open: Project Accounting > Enter Transactions > Enter Timesheet > Batch.

1. If you know the total time to record for the batch, enter it as the Batch hours total. When you submit the batch, the system will add up the time of all your entries and compare it against the expected total that you have entered so that you can spot any errors.
2. If you enter a Narrative for the batch, this will automatically be entered as the narrative for each time entry (you can still amend the narrative if required).

3. You can add a new time entry by: clicking in a blank space in the Timesheet entries area; clicking Add; or, by pressing F6 to copy all the details from the above row to the current row and amending the copied details as required.

   Works Number Name	Your details will automatically be displayed in the Works Number and Name columns. Note: If you have permission to enter timesheets for other resources, you can select a different resource from the list.
   Project Project Item	Select the Project and Project Item if you are posting timesheets to Project Accounting. Note: Only project items that have been set up to be used for timesheets are displayed. To allow a project item type to be selected in timesheet entries, enter the timesheet integration settings for each Project Item Type in the Project Structure settings.
   Nominal account	Select this if you are not posting timesheets to Project Accounting and your system is set up to allow selection of a nominal account. Note: The account that you select must be a posting account, and must also include the cost centre and department codes set in your Resource record.
   Date	Enter the date.
   Hours	Enter the number of hours for this activity. Note: You can enter the hours as a negative. This allows you to correct previously posted timesheets. Note: Time is entered in a HH:MM format or decimal format, depending on your Timesheets and Expense Claim settings.
   Charge Cost Pay	Check the Charge rate, Cost rate and Pay rate (if integrated with Payroll), and select different rates if appropriate. Note: To display a panel showing the charge, cost and pay rates, click Show Rates.
   Post to Payroll	Clear this if you have linked to your Sage Payroll program and you do not want this timesheet to post to your payroll.

4. When you have finished entering all the time entries in the batch:
   • To submit the entries, click Submit.
   • To save the entries so that you can amend them and submit them later, click Save.

When your timesheet has been submitted it can then be authorised and posted.

1. If you know the total time to record for the batch, enter it as the Batch hours total. When you submit the batch, the system will add up the time of all your entries and compare it against the expected total that you have entered so that you can spot any errors.
2. If you enter a Narrative for the batch, this will automatically be entered as the narrative for each time entry (you can still amend the narrative if required).

3. You can add a new time entry by: clicking in a blank space in the Timesheet entries area; clicking Add; or, by pressing F6 to copy all the details from the above row to the current row and amending the copied details as required.

   Works Number Name	Your details will automatically be displayed in the Works Number and Name columns. Note: If you have permission to enter timesheets for other resources, you can select a different resource from the list.
   Project Project Item	Select the Project and Project Item if you are posting timesheets to Project Accounting. Note: Only project items that have been set up to be used for timesheets are displayed. To allow a project item type to be selected in timesheet entries, enter the timesheet integration settings for each Project Item Type in the Project Structure settings.
   Nominal account	Select this if you are not posting timesheets to Project Accounting and your system is set up to allow selection of a nominal account. Note: The account that you select must be a posting account, and must also include the cost centre and department codes set in your Resource record.
   Date	Enter the date.
   Hours	Enter the number of hours for this activity. Note: You can enter the hours as a negative. This allows you to correct previously posted timesheets. Note: Time is entered in a HH:MM format or decimal format, depending on your Timesheets and Expense Claim settings.
   Charge Cost Pay	Check the Charge rate, Cost rate and Pay rate (if integrated with Payroll), and select different rates if appropriate. Note: To display a panel showing the charge, cost and pay rates, click Show Rates.
   Post to Payroll	Clear this if you have linked to your Sage Payroll program and you do not want this timesheet to post to your payroll.

4. When you have finished entering all the time entries in the batch:
   • To submit the entries, click Submit.
   • To save the entries so that you can amend them and submit them later, click Save.

When your timesheet has been submitted it can then be authorised and posted.

Depending on how your system is set up, timesheets may need to be manually authorised and posted after they have been submitted.

• If Project Accounting is set up to use authorisation, timesheets will be marked with a Submitted status and must be authorised before they can be posted.

  If authorisation is not used in your system, the timesheet will automatically be marked with an Authorised status and can then be posted.

• If Project Accounting is not set up to use automatic posting, the authorised timesheets must be manually posted to Financials and/or Project Accounting.

  If your system is set up to automatically post timesheets to Financials and/or Project Accounting, all Authorised timesheets will automatically be posted as appropriate. This is set in the Timesheet and Expense Claim Settings.

Note: If timesheets and expenses are integrated with Financials and WIP is in use, the costs and expenses will need to be finalised.