Invoicing and Timesheets
Managing your and applicant's timesheets and your invoices..
By Terence1 author21 articles
Timesheets
Everything to do with timesheets.
- Delete approved timesheetsChange the status of an approved timesheet in order to delete the previously approved timesheet.
- Add overtime to timesheetsThis article provides information about how to add Overtime or Special rates to timesheets.
- Change the status of a TimesheetThis articles explains how you can change the status of a timesheet.
- Review imported timesheetsUsing the Summary screen for reviewing Timesheet imports
- Use the Timesheet ImportThis article explains how to upload timesheets using the import tool.
- Timesheet period is being displayed incorrectlyWhen you attempt to create a timesheet via Batch Timesheet option, you notice the period range being different from the placement that the timesheet it's currently fetching the information from.
- Unable to add an authoriser in Timesheet Authorisers AppError when trying to add a contact to a placement as an authoriser Timesheet Authoriser App - SaveTimesheetAuthoriser API Failed - Contact can only be Primary or Secondary
- There are no invoice line item codes to pick on timesheetsThis article explains why, when you try to add a row on Timesheet Expenses on a timesheet in access recruitment CRM, no items appear in the Invoice Line item Code.
- Batch timesheets were not created as scheduledThis article explains what to do if this weeks batch timesheet creation job did not run.
- Removing an approved Timesheet expenseI have an expense on a Timesheet that was approved in error and needs to be removed. How do I do this as there are no options in Access Recruitmentā¦
- Timesheet Data Import not workingThis article explains what to do if, when trying to import timesheet data, the status simply shows as Pending.
- Timesheet authoriserThis article explains where you can set up a timesheet authoriser and how to do it. The timesheet authoriser functionality supports customers who use the Access Recruitment CRM Timesheet portals.
- Batch Timesheet ManagementThis article explains how to manage the creation of timesheets in batch.
Invoices
Everything to do with invoices.
- Add new line codes for invoicingHow to add a new line code to use under invoice details.
- Purchase Order (PO) number is not showing on the InvoiceThis article explains what to do if you have generated an invoice but the Purchase number is missing.
- Timesheets show up when filtering by Ready For Billing With ErrorsThis article explains how to fix Timesheets coming up as ready for billing with errors.
- We need to amend our PDF InvoiceWe need to add or change bank details on our PDF invoice - how do we do this?
- Invoices showing monthly end date instead of weekly end dateInvoices are showing with an end date of the day at the end of the month, as opposed to the end of the week which I would expect to see.
- Sage Line 50 Export not working with following error message:Export Results Outcome There are no Client Result to be exported. Only Clients .... There are no Invoice Result to be exported. Please note .......
- How do I create an invoice for a Permanent PlacementTo create an invoice for a Permanent Placement, please follow the steps below:
- Add company logo and bank details to standard invoice templatesThis article explains how to add your company logo, address and bank details to your invoice templates.