How To
Missing and Incomplete Timesheets
CCH iFirm Time and Fees
Security role required: Workflow and Resource Manager
Missing and Incomplete Timesheets
You can use this widget to keep track of any timesheets that are yet to be entered or completed.
We recommend that you enter your time daily, in which case you should not have any missing time. However, if you prefer to enter your time weekly, at the end of the week you will have Monday to Friday sitting in the Missing and Incomplete Timesheets widget. As you complete your timesheets and record your standard hours, they will disappear from this widget.
Click the settings (cog) icon
to change the:
- Title - the text that appears in the widget header.
- Reporting period - choose a time frame from the drop-down list. You can exclude old items so that you only see missing or incomplete timesheets for the period that you want to be focusing on.
- Display order - choose whether you want the timesheets displayed from newest to oldest or vice versa.
Related documents
Use interim or progress invoice text
How to use interim or progress invoice text
Recording time in lieu
You can set the general timesheet settings to automatically lock timesheets by date or job stage. Alternatively, you can manually lock timesheets for an individual job. When you do this, users will not be able to add, edit, or delete timesheet entries for that particular job.
View email contents
You can view the content of e-mails in the E-mail Centre. The e-mails are read-only, therefore, you cannot edit them.
Manage Email Templates
Templates are supplied for e-mailing invoices and statements, or you can add your own. You can delete these templates if you do not need them. You can set the default template in the billing entities area. You have the option of sending your e-mail as HTML or plain text.
Email Centre
The E-mail Centre displays client-related e-mails as well as some key internal e-mails.