Sometimes, you may need to submit a timesheet for a contractor manually. Whether due to a missed deadline, technical issue, or other reason. Follow the steps below to complete this process efficiently:
You can access it via the menu "Create Manual Timesheet".
(or) go to User Timesheet List, and press the CREATE MANUAL TIMESHEET button in the top right.
Step 1: Basic Details (Mandatory)
Contractor – Select the contractor.
Assignment – Choose the relevant assignment. If none, create one.
Month – Select the correct month.
Period – Choose the specific time period.
Image Upload (Optional) – Attach receipts or signed timesheets if needed.
Compliance Indicator – Shows the contractor’s compliance status.
Step 2: Add Timesheet Line(s)
Rate Type – Select from available rates (from the Assignment).
If a new rate is needed regularly, update the Assignment.
For one-off rates, use Ad Hoc Entry.
Units – Enter hours/days worked.
Override – Tick to manually edit Pay/Charge rates.
Pay Rate / Charge Rate – Default from Assignment or override if needed.
Expense – Tick if the entry is for an expense.
VAT Override – Tick to manually adjust VAT.
+ Add – Add more lines or ad hoc entries.
Notes – Use the NOTES button to add comments.
Step 3: Save or Submit
DRAFT – Save if incomplete or pending approval.
Access later via User Timesheet > Manual Timesheet (filter by status).
SUBMIT – Finalize and approve the timesheet.
Note: Submitted manual timesheets are automatically approved.
🔹 Step 4: Add Expenses (Optional)
Use Draft with Expense or Submit with Expense at the top of the screen.
Expense Options:
Option | Description |
Draft | Saves expense; must submit later in Expenses screen. |
Submit | Approves expense. Timesheet must still be submitted separately (if using "Draft with Expense"). |
Submit with Expense | Submits and approves both timesheet and expense together — ready for batching. |
Things to remember:
Confirm hours/rates with the contractor before submission.
Use Override only for one-time changes.
Edit the Assignment for recurring rate changes.
Attach receipts if expenses are included.