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Timesheets

Timesheets screen in Octibiz

Overview

A timesheet is a week of time entries submitted for approval. That gives time tracking a closing point: until submission, time is a draft; after it, it passes through a release.

The weekly matrix is the actual working surface — work items in the rows, days in the columns, daily totals below. In that form gaps stand out: a day without a booking is visible, a missing line in a list is not.

Core tasks

Review and submit the week. Navigate with Previous week, Next week and Today; Submit week sends it for approval.

Book quickly. Quick booking enters minutes directly into a cell of the matrix — the fastest way to add a forgotten half hour without opening the capture dialogue.

Approve, reject, reopen. Approvers decide per timesheet. Reopen takes a decision back when something turns out to be wrong.

Survey what exists. The list shows period, number of entries, hours, status, approver and time of decision, plus a total and a count.

Fields in detail

The What it does column answers what changes in the system — not what the field is called. The grey name behind the label is the API field: the same thing runs under that name through automation, import and AI tools.

A timesheet is not filled in — it comes out of the time entries of a week. What is edited is therefore only its approval.

FieldRequiredValues / formatWhat it does
Employee employeeIdyesan employeeWhose week.
Week weekDateyesa date within the wanted weekWhich week is meant. Any day will do; the system takes the week it falls in.
Action actionyesapprove, reject, reopenWhat happens to the week. Approve closes it: the entries can no longer be changed and become available for billing. Reject sends it back with a note. Reopen undoes an approval — the only way back, and deliberately not the recorder's to take.
Note noteon rejectiontextWhy it was rejected. It goes to the employee and stays on the week.

Settings & permissions

  • Module module.timetracking.
  • time.timesheet.submit to submit, time.timesheet.approve to approve and reject —

separate permissions, because one concerns your own work and the other other people's.

  • Approved time is no longer freely editable. Corrections run through reversal, see

Time tracking.

  • The weekly matrix shows what is booked — it does not capture time itself, except through quick

booking.

FAQ & troubleshooting

The matrix is empty although I worked. Then no time entries exist for that week. Book them through Time tracking or the timer.

I cannot submit a week. Check the time.timesheet.submit permission — and whether the week has already been submitted.

After approval a time entry can no longer be corrected. By design. Reopen by the approving person, or correct through a reversal.

I cannot see other people's timesheets. That requires the approval permission, or the project-level view of time.

time.timesheets · Available from version 0.5.0