This video tutorial will show you how to update the general settings required for managing timesheets in WealthWorks+.
Tutorial Transcript
To manage the general settings for timesheets go to Options, then System Administration and select Time, Fees & Billing.
(00:17) The Work in Progress Display settings only reflect how approved WIP is presented. Once WIP has been posted, the Time, Fees & Billing Reporting Currency cannot be changed. Editable options include: setting Group Time & Billing Details by Fund or Project, a Hide Zero Value Invoices check box to exclude zero billed invoices, a check box to Include Archived WIP in Billed Recoverability, and a check box to Include Non-chargeable WIP in Billed Recoverability.
(00:42) The Timesheet Settings control how timesheets will be managed within your organisation. Some of the settings cannot be edited once time recording has commenced, including: the Time Unit, which is the length of each chargeable unit in minutes, the Timesheet Entry Start which is the earliest date the system is able to record timesheets for, the Timesheet Period, which is the length of the timesheet and can be daily, weekly, fortnightly, four weekly or monthly, and the Week Start Day, which is the day of the week all users start their timesheet on.
(01:09) Timesheet settings that can be edited include: setting the number of Advanced Periods that a user can post timesheets for in advance of the current period, setting the number of inactive minutes which a user's timesheet remains locked for as the Timesheet Lock Period (which will prevent an approver modifying a timesheet currently being edited by a user), and an Approval Rejection Notifications check box which turns on notifications when a timesheet is approved or rejected and redirects users to the failed timesheet when they first login to the system. Once you've made the relevant changes, click Save.
This tutorial is confirmed to be applicable from WealthWorks+ release 4.6.