Timesheets
Review the week, approve the work and bill the customer
A weekly timesheet groups the user’s detailed entries without losing their dates, descriptions, projects, tasks or billable status.
Where the business enables timesheet approval, the weekly record can be submitted, approved or rejected. Billable time that is ready for invoicing can then create a draft sales invoice directly in YouDoAccounting.
What the timesheet retains
Week and duration
The parent timesheet records the week’s start, end and total duration.
Project detail
Child entries retain the customer, project, sub-project and task behind the hours.
Status and billable treatment
Review status and billable flags before the work moves into accounting.
Weekly review
Keep the summary and the supporting entries together
The timesheet provides the weekly summary while its time records show how that total was built. A reviewer can see the date, start and finish, duration, project, task, status and billable setting for each entry.
This matters when a customer invoice needs an explanation. The business can trace the billed hours back to the work completed rather than relying on a total copied from a separate timer.
- Weekly start and end dates with total duration.
- Detailed entries for each project task.
- Billable and non-billable work visible before invoicing.
- Draft, completed and invoiced stages for operational review.
This is a temporary application example and may be replaced as the interface and demonstration data are updated.
Optional approval
Use a formal review when the business needs one
Timesheet approval is controlled by a business setting, so a small team can keep the workflow simple while another organisation can require submission and approval.
Prepare
Check the week, correct descriptions and confirm which entries are billable.
Submit and review
When approval is enabled, submit the timesheet for an authorised reviewer to approve or reject.
Complete and bill
Move reviewed billable time into the accounting workflow when it is ready for the customer.
Integrated with YouDoAccounting
Turn billable time into a draft sales invoice
YouDoTime does more than export a timesheet. It can use the billable entries to create sales-invoice items inside YouDoAccounting for the same customer.
If the customer already has a suitable draft invoice, the time can be added to it; otherwise the application creates a new draft invoice. Where the selected time belongs to one project, the invoice also keeps that project relationship.
Explore YouDoAccounting invoicingExample: twelve hours from project task to invoice
- A consultancy allocates twelve budget hours to a customer’s project task.
- The assigned user records five hours on Tuesday and seven on Wednesday against that task.
- The two entries appear in the user’s weekly timesheet with a total of twelve actual hours.
- The timesheet is reviewed and approved if the business uses the approval setting.
- The billable entries create or update a draft YouDoAccounting sales invoice for the customer.
Start with the individual time entries
See how project and task information is captured, or continue into the accounting pages for the sales-invoice workflow.