Post outstanding timesheets

IT Manager Practice Admin

Timesheets should be posted on a regular basis – preferably weekly. One part of the process for closing a financial period (period end) should be to post any outstanding timesheets – however this is not always possible.

In cases where the period end routine is completed with timesheets either in progress for the following period, or timesheets still in progress for the current period then the following criteria is applied:

• A July timesheet posted in the August period becomes an August transaction. This is because its transaction index number will be in the August period’s range of valid values.
• An August timesheet posted in the August period becomes an August transaction. The date and transaction index number are both in the correct period.
• A September timesheet posted in the August period becomes a September transaction. This is because the transaction is posted with an August transaction index but with a September date so Practice Engine will correctly recognise that it is a future dated transaction.

All transactions within the system are based on a transaction index number and a date. The period end routine works with both elements to ensure that all transactions fall within the correct period when they are posted.

Unposted timesheet transactions are not applied to WIP and therefore do not affect the period end routine until they are posted.

If the Auto Post on Complete option is being used (when entering timesheets), but is restricted to the current period, the period end process will post any entries that fall into the following period into the new period.

As part of the period end processing, notifications will be displayed if there are any unposted timesheets currently in the system for the period that is being closed.