If your organisation is set up to use timesheet posting within WealthWorks+, this video tutorial will show you how to manage your timesheet postings. It includes how to:
- Add new WIP entry to your timesheet
- Create WIP templates, for activities carried out on a regular basis
- Delete WIP templates no longer required
- Edit WIP entries, including drag and drop to adjust start times of WIP entry
- Create a Weekly WIP Template
- Submit a timesheet for approval
In the event you have the authority to approve users timesheet postings, and need further assistance with how to do this, please see our Managing Timesheet Approvals tutorial here.
This tutorial is confirmed to be applicable from WealthWorks+ release 4.6.