Administration Guide
3.14 - Review Records Screen

Your review records screen lets you retrieve a set of employee timesheets or expense claims from your system's database for review.

Records can be retrieved for a specific date range, a single employee, or a group of employees. Records can also be retrieved by billing code (returning only those records which include the project, activity, and task you have selected), or by their state of approval (allowing you to return only records which have not yet been approved).

This screen is reached from your main menu.

review records screen

The buttons and fields provided on this screen are as follows:

Home / Back

Exits the screen and returns you to your main menu.

Clear

Clears all filter elements on the screen. A cleared screen will return all timesheet or expense claim records in your system.

Get Records

Returns all timesheet or expense claim records which match your request. Your timesheet or expense claim administration screen will be opened to display your records.

Help

Opens a new web page displaying help for your current screen.

Date From

The lower bound date of the timesheets or expense claims to include in your request.

If this value is provided for your record request, all timesheets or expense claims which fall on or after this date will be included in your returned list of records.

In the example shown above, all timesheets which included a day on or after February 1st, 2014 would be returned for review.

Date To

The upper bound date of the timesheets or expense claims to include in your request.

If this value is provided for your record request, all timesheets or expense claims which fall on or before this date will be included in your returned list of records.

In the example shown above, all timesheets which included a day on or before February 28th, 2014 would be returned for review.

This Week

A button which will populate your Date From and Date To fields for the time period of your office's current timesheet week.

Last Week

A button which will populate your Date From and Date To fields for the time period of your office's previous timesheet week.

This Month

A button which will populate your Date From and Date To fields for the first and last day of the current month.

Last Month

A button which will populate your Date From and Date To fields for the first and last day of the previous month.

Employee

A selector which allows you to indicate that only timesheets or expense claims for a single employee are to be reviewed. If left blank, timesheets or expense claims which belong to any employee will be included in your record list.

In the example shown above, only timesheets which belong to the employee "Marie Curie" will be returned for review.

User Group

A selector which allows you to indicate that only timesheets or expense claims belonging to a particular group of system users are to be reviewed.

You can define your user groups, and the employees which are and are not included in those groups, through your user group administration screen.

Billing Code

A set of project, activity and task selectors used to indicate that only timesheets or expense claims which include a particular billing code are to be reviewed. If a billing code is specified in these fields, only those records which include at least one entry related to that project, activity, and task will be returned for review.

In the example shown above, only timesheets which include hours recorded for the "Widget Co. Project" will be returned for review.

Only include non-approved records

A checkbox which indicates whether the reviewed records should contain all timesheets or expense claims, or only those which are not approved. If set 'On', only those timesheets or expense claims which have not yet been approved will be returned for review.

Timesheets / Expense Claims

A set of radio buttons which indicate whether your request is for timesheet or expense claim records.