Overview
Review and approve timesheets
Sync timesheets to accounting software
Filter, search and download reports
Reset a synced timesheet
Before you start
Your user login will require write access to timesheets to approve them. This is found in Contacts > Staff > Your user > Access Permissions.
Staff and payroll periods must be set up. See Timesheets: Setting Up Payroll Periods and Staff.
To sync to accounting software, connect JACK to Xero or QuickBooks and link each staff member to their payroll employee.
1. Review and approve timesheets
Go to Timesheets > All Timesheets. You'll see every staff member's timesheets across all jobs on one screen, grouped by payroll period and then by staff member.
To Approve look for the 
Icon:
Bulk approve an entire payroll period: click Approve at the top of the period to approve every pending timesheet in it.
Approve all entries for one staff member within a pay period: click Approve next to their name to approve all their pending timesheets for that period.
One entry: expand the staff member's entries, then click the Approve icon.
To edit an entry: click the pencil icon 
. From there you can:
Update the hours, hourly cost or cost category.
Tick or untick Sync.
Delete the entry.
Icon key:
Staff member isn't linked to Accounting Software. Click icon to link.
Issues syncing with accounting software
Synced successfully
Reset sync
Notes exist on Timecard
Approve Timecard
Download Report per Pay Period
Coordinates available-provides link to Google Maps location where the time was entered.
2. Sync to payroll
Once timesheets are approved, click Sync
in the top right.Confirm in the pop-up. The timesheets will appear in Xero or QuickBooks, ready for payroll.
3. Filtering Payroll List
Use the filters on All Timesheets or My Timesheets to narrow down entries by:
Staff
Payroll period
Date range
Status, for example Approved or Pending
Job name, for example searching "Sick Leave".
4. Download reports
You can download reports from both All Timesheets and My Timesheets:
One period: Click the download button
on that period, then choose CSV or PDF.Everything on screen: Click Download report, then choose CSV or PDF.
Reports include total hours for each period. The All Timesheets report also shows hours and status for each staff member.
5. Reset a synced timesheet
To edit a timesheet that has already synced:
Click the pencil icon
on the entry.Click Reset Sync, then Save and Close.
Back on All Timesheets, click
to confirm re-sync.
⚠️ Reset Sync does not delete the entry from Xero or QuickBooks. You'll need to delete it there as well.