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Authorise timesheets in Self Service

If you are a web userThe user can access the Self Service application via a web browser. The user must have the 'Is Web User option' selected on their User properties in Sage 200 System Administration., you can authorise timesheets in a browser using the Self Service Application.

To authorise timesheets

1. Select Authorise Timesheets from the drop-down list.

2. You can view the timesheets entered by a resource (person) or a project.

   • The Summary by Resource displays a summary of timesheets for each person.

   • To view the timesheets for a project, click View by Project.

3. To see the timesheets requiring authorisation, click on a total from the Hours to Authorise list. To view all timesheets requiring authorisation, select the Totals value in the Hours to Authorise column.

   The timesheets are displayed in the Timesheets to Authorise list .

   To view other timesheets

   You can view timesheets in the following categories:

   • Hours to Authorise: Shows timesheets that have been submitted but have not yet been authorised.
   • Hours Not Posted: Shows timesheets that have been authorised, but have not yet been posted in Sage 200.
   • Hours Rejected: Shows timesheets that have been rejected, and have not been resubmitted.
   • Last 12 Months: Shows all timesheets entered in the last year.

4. In the Timesheets to Authorise list, select the timesheets to Authorise or Reject.

5. Confirm that you want to authorise the timesheets.

   • Authorising a timesheet will mark the status as authorised, and it can then be processed (posted) in Sage 200.
   • Rejecting a timesheet will set its status to rejected. The timesheet is not removed from the system, and it can be edited and re-submitted.

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