Access REC Consolidated

Terence Cassidy

Managing your and applicant's timesheets and your invoices..

Invoicing and Timesheets

Change the status of an approved timesheet in order to delete the previously approved timesheet.

Delete approved timesheets

This article provides information about how to add Overtime or Special rates to timesheets.

Add overtime to timesheets

This articles explains how you can change the status of a timesheet.

Change the status of a Timesheet

Using the Summary screen for reviewing Timesheet imports

Review imported timesheets

This article explains how to upload timesheets using the import tool.

Use the Timesheet Import

When 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.

Timesheet period is being displayed incorrectly

Error 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

Unable to add an authoriser in Timesheet Authorisers App

This 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.

There are no invoice line item codes to pick on timesheets

This article explains what to do if this weeks batch timesheet creation job did not run.

Batch timesheets were not created as scheduled

I 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 Recruitment…

Removing an approved Timesheet expense

This article explains what to do if, when trying to import timesheet data, the status simply shows as Pending.

Timesheet Data Import not working

This 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.

Timesheet authoriser

This article explains how to manage the creation of timesheets in batch.

Batch Timesheet Management

Timesheets

How to add a new line code to use under invoice details.

Add new line codes for invoicing

This article explains what to do if you have generated an invoice but the Purchase number is missing.

Purchase Order (PO) number is not showing on the Invoice

This article explains how to fix Timesheets coming up as ready for billing with errors.

Timesheets show up when filtering by Ready For Billing With Errors

We need to add or change bank details on our PDF invoice  - how do we do this?

We need to amend our PDF Invoice

Invoices 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.

Invoices showing monthly end date instead of weekly end date

Export Results Outcome
There are no Client Result to be exported.
Only Clients ....
There are no Invoice Result to be exported.
Please note .......

Sage Line 50 Export not working with following error message:

To create an invoice for a Permanent Placement, please follow the steps below:

How do I create an invoice for a Permanent Placement

This article explains how to add your company logo, address and bank details to your invoice templates.

Add company logo and bank details to standard invoice templates

Invoices

🔧Status Dashboard

Recruitment Agencies

Access Recruitment CRM

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.