In your Function Point system, you have the option to mark Timesheets as "Posted." This can be useful as an approval process for submitted time. Timesheets can be reviewed to make sure they are connected to the right Job prior to invoicing and that they are otherwise filled in correctly, then marked as "Posted." Whether or not you use the Posting feature, you can also move and edit Timesheets as long as you have the appropriate permissions.
Finding and Posting Unposted Timesheets
To find all the unposted Timesheets in your system, begin by hovering over Timesheets in the main navigation bar, and choosing Find Timesheet.
From the Timesheet Find page, you can search for all Timesheets that haven't been posted by selecting the "No" button. Fill in any other search fields as necessary, then click Find Timesheets when ready.
Once you've reviewed them, you can post all timesheets in the list at once by clicking the Post button.
Alternatively, you can click on any specific Timesheet to see more details about it, and post it individually by click the Post button from the Basic Info page.
Auto-Post Timesheets
You can also set your Timesheets to automatically be marked as "Posted" once they are included in an Invoice. To do so, go to Admin > System Set Up > System Preferences.
Choose the Invoice tab, then click the "Auto Post Timesheets on Invoice Create" checkbox.
Moving or Editing a Timesheet
Should you see a Timesheet that needs editing, you can do so - provided you have the required user permissions. Click into any Timesheet from your list view. From the Timesheet Details view, click Edit.
All of the fields will be open, and you can change the details of the timesheet entry as needed. Changes can include moving the Timesheet to a different job, or adjusting the number of hours recorded. Click Save when you're ready.
We hope this article was helpful! For more step-by-step articles, videos, and webinars, check out the rest of our Help Centre. You can also contact us at support@functionpoint.com with any questions, concerns, or comments. We're happy to help.
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