In Abtrac, users can commit and/or uncommit timesheets depending on their user group privileges.
Signaling a timesheet is complete
Ticking the Timesheet Complete box can be used to indicate the user has completed their timesheet. The timesheet can then be committed, after which the timesheet will be locked, meaning the user will not be able to edit anything on it unless they have the user group privilege to un-commit a timesheet.
Choosing who can commit and uncommit timesheets
From Administration >> Employees >> User Group Management, you can manage who can commit and/or uncommit a timesheet.
Who can commit timesheets
Click on the Manage Privileges button for the relevant user group (Timesheet only in this example). The ‘Manage User Privileges’ box appears.
Tick the Full Access box for Timesheet Commit to ensure that the users in this group can commit their own timesheets. Save the changes.
Who can uncommit timesheets
Additional privileges can be set up by clicking on the ‘Manage System Privileges’ button as below.
The ‘Manage System Privileges’ box appears.
Leave the ‘Un-Commit Timesheet’ box unticked, which ensures that this user cannot uncommit their timesheet, once committed. Save the changes.
Editing timesheets that have been committed
Any user with the System Privilege setting to uncommit a timesheet can then go back and edit time (provided it has not been assigned to an invoice, or uploaded to payroll).
This option may be relevant for finance and administration groups adjusting comments or coding on a timesheet line when invoicing.
Changes can be made to locked timesheets either from within the timesheet itself, or by using bulk edit timesheets.
Locking timesheets
Locking all timesheets after a certain date
In Abtrac you can set a date in Administration >> Settings >> System Settings >> Miscellaneous Configuration to prevent any entries in your database being entered before this date.
Choose a date and save the record.
This locks all timesheets and also invoices, so nothing can be entered or edited with a date equal to or less than the lock date.
Businesses would do this after closing off the last month end, or last quarter for example.
Any user with access to System Settings is able to adjust the lock date.
It’s recommended when using this feature to create two admin user groups one with full access to System Settings and one without.
Abtrac KB# 2158