Last updated 30 May 2023

Timesheet Toolbar

The timesheet toolbar provides the following controls.

Icon	Name	Function
	New Line	Inserts a new line into the Time (List) or Time (Grid) tab.
	New Entry	Displays the Calendar Timesheet Entry window, from which you can create and insert a new entry into the Time (Calendar) tab. The default timesheet entry type (Chargeable or Non-chargeable) is as specified in your user Preferences.
	Scheduled Time	Imports any Scheduled Time from Staff plans into the timesheet. See Scheduled Time. Not available in the Time (Calendar) tab.
	Export	Exports the contents of the grid as an Excel file to your local Downloads folder, with the filename in the following format: Timesheet_<staff ref>_<forename> <surname>.xls.
	Save	Validates and saves the timesheet. Note that only saved lines/entries are validated. Comments recorded against dates for which no Time is also entered are not saved.
	Delete	Deletes the currently selected line/entry from the timesheet, after displaying a prompt for confirmation.
	Search	Displays the Search window, automatically displaying search results appropriate to the selected line.
	Submit	Submits the timesheet. Active only if any minimum time requirement has been satisfied and the latest timesheet entry has been saved/validated. You may be prompted to confirm that you are independent of all Clients on which you have worked during the timesheet period.
	Recall	Recalls a submitted timesheet. Active only if the relevant timesheet has not yet been approved.
	Approve	Approves the timesheet. Active only if the timesheet has been saved, and therefore validated, and then submitted.

The Submit, Recall, and Approve options are subject to timesheet control and may not be available.