Timesheet Management

Overview

The Timesheets page shows the team's week, one row per person: whether the week is submitted, approved or sent to payroll, anything that needs a look, and the hours logged.

Who Does This

Company Admins can view the full timesheets view. Technicians can view their own entries within work orders they are assigned to.

Admin Timesheet View

Open Timesheets from the main menu.

• Move between weeks with the arrows beside the title, or pick a week from the side panel.
• Click a person's name to open their week in place as a day-by-day list; open entries from there to correct them.
• Approve a submitted week with the Approve button on its row, or approve every week with nothing to check at once with Approve clean weeks.
• Unapprove an approved week from the row menu to send it back to Submitted, until it has been sent to Xero payroll.
• Send the week's approved timesheets to Xero payroll with Send to Xero. The window lists who goes and who is left out and why; anyone left out goes in the next send. Send to Xero needs access to manage integrations.
• Search by boat, customer or job number to narrow the list.
• Only a Company Admin can approve or unapprove a week.

The Submission Edit Lock

Time entries are editable by the creator while their weekly timesheet is a draft. Submitting the timesheet locks its entries to preserve billing and audit integrity; approval keeps them locked, and a rejection unlocks them for corrections. Locked entries show a lock icon in the time tab.

This rule ensures that once a timesheet has been submitted for review in a billing cycle, its time cannot be retroactively modified without going back through the approval flow.