Description
The Interpreter Service and the Interpreter Review module now support the concept of custom statuses for interpreted timesheets. Custom timesheet statuses can be configured and can each be linked to one of the following timesheet status types:
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It is not mandatory to assign an interpreted timesheet status to clients. If a client does not have an interpreted timesheet status then a default status, which is defined at the country level, is used to determine the status type that applies to the client’s timesheets when they are interpreted.
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Adjustment timesheets are always set to a status type of Not Reviewed when successfully processed by the Interpreter. That prevents an adjustment timesheet from skipping ahead of the original timesheet in the interpreted timesheet workflow, which could otherwise result in the adjustment timesheet being paid and/or billed before the original timesheet. |
Benefits
This enhancement allows the process of releasing timesheets to the Payroll and Billing modules, for payment and invoicing respectively, to be customised to suit the requirements of your business and your clients.
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For more information, see also:
Configuration
On upgrade the following occurs automatically:
A timesheet status called Not Reviewed is created for each interpreted timesheet country and its status type is set to Not Reviewed. This status is applied to all existing interpreted timesheets that, prior to the upgrade, had a status of Not Reviewed. By default, this status is also applied to all adjustment timesheets that are processed by the Interpreter.
A timesheet status called Reviewed - Pay and Bill is created for each interpreted timesheet country and its status type is set to Reviewed - Pay and Bill. This status is applied to all existing interpreted timesheets that, prior to the upgrade, had a status of Reviewed.
After upgrading, you can edit the names of these default timesheet statuses and , create new custom timesheet statuses and change which statuses are the default statuses for original and adjustment timesheets via a new maintenance area that has been added under Interpreter > Maintenance > Timesheet Statuses. For more information, see Timesheet Status Maintenance.
Access to this new maintenance area is controlled by a new security role permission, which is configured under Maintenance > Role-Data Groups. The permission is described in the table below.
Application | Permission | Applicable to User Type | Permission Levels |
Interpreter | System Maintenance | Agency | Full |
On upgrade this permission is granted to all agency security roles that are configured to grant users access to the Interpreter module.
For more information, you can also refer to the following functionality guide (click to download):
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