Use this screen to correct the billable status, cost rate, or billing rate on recorded time.

The timesheet cost & billing corrections screen provides a way to modify cost and billing information for timesheet items that have already been entered. This if often helpful when changes to the cost rate, billing rate, or billable status need to be modified for billing or payroll purposes.

When timesheet approvals are enabled, this screen will only return timesheet items that are approved or that have been submitted and are pending approval. When timesheet approvals are not enabled, this screen will only return timesheet items that are within a locked period. For more information on the approvals module or locking timesheet items, please see General settings.

Options and field descriptions #

Employee – Select an employee. Only timesheet data for the employee you select in this field will be searched.

Date – Specify a date to search for. Because timesheets can contain many items you may narrow your search by specifying a date and selecting one of the following date options:

1. Charge Date – The search will only return timesheet items on the date you specify.
2. Timesheet Date – The search will return all timesheet items in the timesheet that contains the date you specify.

After specifying the criteria above and selecting the 'Continue' button you will be presented with a list of timesheet items that meet the criteria for the cost & billing corrections mentioned above. Select a timesheet item to be taken to the next screen, where changes can be made to the cost rate, billing rate, and billable status.

Is Time Billable? – Toggles the billable status of the selected timesheet item.

Cost Rate – Provide the cost rate (per hour) for the hours charged on the selected timesheet item. The currency used for this rate will be your system's default currency.

Billing Rate – Provide the billing rate (per hour) for the hours charged on the selected timesheet item. The currency used for this rate will be your system's default currency.

Modifying a Timesheet Item's Billable Status, Cost Rate, and/or Billing Rate #

1. Browse to Admin, select Timesheets, and then select Timesheet Cost & Billing Corrections.
2. Select an employee from the list provided.
3. Specify a date and date option (whether to search by charge date or timesheet date).
4. Select Continue.
5. Select a timesheet item from the list provided (if an item is found).
6. Modify the billable flag, cost rate, and/or billing rate as appropriate.
7. Select Save.