Versions Compared

Version Old Version 1 New Version 2
Changes made by

Max Ciereszko

Max Ciereszko

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

To search for existing timesheet statuses follow the procedure below.

How to Create Search for a Timesheet Status

Navigate to Interpreter > Maintenance > Timesheet Status.

The Timesheet Status Maintenance screen is displayed.

2.

In the Search section at the top of the screen, select or key as much information as possible about the existing timesheet status that you want to find and click Search.

In the Country field, select the country to which the new timesheet status if it is to be a country other then the one that is selected by default.

In the Type field, select the status type to which the new timesheet status is to apply.

Expand
titleClick here to see a description of the options available

Not Reviewed - indicates that an interpreted timesheet is not released from the Interpreter for payment and billing.

Reviewed - Pay Only - indicates that an interpreted timesheet is released from the Interpreter for payment but not for billing.

Reviewed - Bill Only - indicates that an interpreted timesheet is released from the Interpreter for billing but not for payment.

Reviewed - Pay and Bill - indicates that an interpreted timesheet is released for payment and for billing.

In the Name field, key in a unique name for the new timesheet status that identifies its purpose.

If the new timesheet status is to be the default status used when searching for timesheets for its respective country in Interpreter Review, tick the Interpreter Review Search Default field.

Info

Only one timesheet status can be flagged as the default search status per country.

If the new timesheet status is to be the default status that will be applied to interpreted timesheets for ts respective country where a status is not assigned to the client who owns the timesheet, tick the Interpreted Timesheet Status Default field.

Info

Only one timesheet status can be flagged as the default timesheet status per country.

In the Sort Order field, key in a number to identify the order in which the new timesheet status is to be listed wherever a list of timesheet statuses is displayed for a user choose from.

The lower the number the higher up in the list the status will appear. For example, a value of 1 means the sort order will appear higher in the list then statuses with a value of 2 or 3.

Info

Multiple statuses can have the same sort order value in which case the alphabetical status name is used as the secondary sorting criteria.

Click Save.

The new timesheet status is saved.

Image Removed

Existing timesheet statuses that match your search criteria are listed in the Results section of the screen.

Image Added

3.

To open a specific timesheet status that has been found by the search for viewing or editing, click View next to the relevant record in the list within the Results section of the screen.

The timesheet status opens in the Timesheet Status Entry screen.

Image Added