Clientish Documents
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Approve and Pay Timesheets
Review a remote member’s timesheet, approve it or send it back with a reason, and mark it paid.
Remote members send their hours to you as timesheets. You check each one, approve it or send it back, and mark it paid when you have paid the member.
Overview
This guide shows how to review a submitted timesheet, send it back with a reason, approve it, and record the payment.
Who Can Access
The workspace owner can always do this. A remote member can too when their role has Approve / send back timesheets or Mark timesheets paid.
Step-by-Step Guide
Open the timesheet
Go to Remote Members, open the member and click the Time Tracking tab. Under Timesheets, a submitted one shows Waiting approval. Click Review.
Check the hours
The panel shows the hours, the number of entries and the amount, the member’s note, and the hours by client. Every entry is listed below, day by day. A warning tells you how many entries were typed in by hand.
Approve or send it back
If everything is right, click Approve. If something needs fixing, click Send back….
Say why you send it back
Write what the member should fix and click Send back. The member is notified with your reason, and the hours unlock so they can fix them and submit again.
Mark it paid
Once you have paid the member, click Mark paid on the approved timesheet. Check the amount and the date, add a reference such as the bank transfer number, and click Mark paid.
Tips & Best Practices
Give a clear reason when you send a timesheet back. The member sees exactly what you wrote.