FastTrack360 Version 12 Online Help
Adjusting Partially Reviewed Timesheets (WIP & v12.15)
- Fiona Sims
Description
It is now possible to adjust the pay or the bill side of an interpreted timesheet that is in a partially reviewed state. For example, if the status type of an interpreted timesheet is Reviewed - Bill Only it is possible to adjust the pay side of the timesheet irrespective of whether the timesheet has already been processed in an invoice batch. Conversely, if the status type of an interpreted timesheet is Reviewed - Pay Only it is possible to adjust the bill side of the timesheet irrespective of whether the timesheet has already been processed in a pay batch.
If an interpreted timesheet is in a partially reviewed state (i.e. the status type of the timesheet is Reviewed - Bill Only or Reviewed - Pay Only) the Add, Copy and Reverse actions are available on the Interpreter > Interpreter Review > Interpreted Timesheet Details screen are enabled to allow a timesheet item to be added, copied or reversed out respectively. An example of this is shown below.
If an interpreted timesheet is in a partially reviewed state, invoking the existing Add, Copy or Reverse actions inserts a new timesheet item into the interpreted timesheet, as was previously the case when those actions are invoked on an interpreted timesheet that has a status type of Not Reviewed.
However, if the status type of the timesheet is Reviewed - Bill Only then for the bill side of the new timesheet item you can only select a bill code and all other fields on the bill side for the new timesheet item are display-only. The bill quantity and bill rate default to values of 1 and 0 respectively so that the item will produce a zero bill outcome.
If the status type of the timesheet is Reviewed - Pay Only then for the pay side of the new timesheet item you can only select a pay code and all other fields on the pay side for the new timesheet item are display-only. The pay quantity and pay rate default to values of 1 and 0 respectively so that the item will produce a zero pay outcome.
If a timesheet item is added to a partially reviewed interpreted timesheet and the timesheet, the item can be deleted using the Delete action against that item if necessary until the timesheet is saved. Once the changes that have been made to the timesheet are saved, the Delete action is no longer available for any item on the partially reviewed timesheet.
However, if a timesheet item has been added in error and needs to be removed, the Reverse action can be used to add in a reversing line that will negate the erroneous item.
Benefits
This enhancement adds flexibility around adjusting interpreted timesheets in the Interpreter Review module by allowing partially reviewed timesheets to be adjusted without necessitating the creation of a separate adjustment timesheet if an adjustment timesheet needs to be adjusted for pay or bill and is yet to be released from the Interpreter for payment or invoicing respectively.
Configuration
No configuration required.
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Related pages
Classification-Public