PSA Tutorial 7 of 8

Run a weekly timesheet approval process your team can follow

Create a repeatable weekly cadence for timesheet submission, review, correction, and billing readiness.

Uses: Timesheets, Approval Policies, Billing ReadinessOutcome: Weekly approval cycle with clean billable entries
1

Set weekly submission policy

Why it matters: A defined cut-off improves consistency and reduces late entries.
  1. Choose weekly timesheet period and submission deadline.
  2. Define who can submit and who must approve.
  3. Enable reminder notifications for pending submissions.
What you will see: Your organization has a clear weekly submission schedule.
2

Submit weekly time entries

Why it matters: Batch submission helps users review completeness before approval.
  1. Team members fill daily entries throughout the week.
  2. Validate billable vs non-billable allocation.
  3. Submit the full week before cut-off.
What you will see: Timesheets are queued for manager review.
3

Review, approve, or reject with reason

Why it matters: Feedback-driven correction improves data quality over time.
  1. Managers review entries in approval queue.
  2. Approve valid logs and reject incorrect ones with comments.
  3. Users fix rejected lines and resubmit.
What you will see: Only validated time reaches billing-ready state.
4

Close weekly cycle and hand off to billing

Why it matters: Closing the cycle ensures finance works from finalized, approved data.
  1. Lock approved week from further edits.
  2. Export or push approved billable time to invoicing.
  3. Review weekly approval report for exceptions.
What you will see: Weekly time approval is complete and billing can proceed confidently.

Weekly timesheet control is now established

Your managers can enforce approval quality every week, and finance receives accurate billable time for invoicing.

Next tutorial: Retainer billing setup

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