If you are responsible for approving timesheets within WealthWorks+, this video tutorial will guide you how to:
- Locate the Timesheet Approval tab in WealthWorks+
- Accept timesheets, making work in progress transactions ready for billing in Troika
- Reject timesheets, including allowing comments to be made to assist user correction
- Accept and reject multiple timesheets
For information on how to complete and post timesheets please see our tutorial here.
This tutorial is confirmed to be applicable from WealthWorks+ release 4.6.