Introduction

This functionality allows for the Finance Management of Teacher Timesheets and Invoices.

Timesheet functions:

• View Timesheet Payment Processed Status 
• View Class Timesheets
• View Extra Activity Timesheets
• View Teacher Payments
• Record Payment Processing for Timesheets
• Generate Timesheet Summary (pdf)
• Export Timesheet Summary (Excel)
• View/Export Timesheet Summary

Invoice functions:

• View/Download Invoices
• Delete Invoices

To manage Staff Timesheet Finance to the Accounts > Staff Timesheet

Process Timesheet

To manage Staff Timesheets:

• Select the Process Timesheet menu tab

• Enter the required search Criteria - Fiscal Year, Pay Period, Staff
• The search result Staff list of will be shown on the bottom of the page.  This list provides a summary of the Timesheet information, including status 

• For each listed Staff Timesheet there are three Action Icons

View Staff Timesheet 

To view the Staff Timesheet:

• Click the View Class Timesheet Action Icon 
• A window is displayed that lists the Approved Timesheet information for the Teacher.

To record that a Timesheet payment has been processed:

• Enter the amount in Total Payable as required
• Select the check-box for items to process

• Click on the Process Action Icon  
• A message indicates the update success

• The record of processing of Timesheets can also be reversed using the Delete Action Icon

• Timesheet information can be exported in excel by clicking on the export icon as  

View Extra Activity Timesheet

To view the Staff Extra Activity Timesheet:

• Click the View Extra Activity Timesheet Action Icon 
• A window is displayed that lists the Approved Extra Activity Timesheet information for the Teacher.

To record that a Extra Activity Timesheet payment has been processed:

• Enter the amount in Total Payable as required
• Select the check-box for items to process

• Click on the Process Action Icon  
• A message indicates the update success

• The record of processing of Extra Activity Timesheets can also be reversed using the Delete Action Icon

• Extra Activity Timesheet information can be exported in excel by clicking on the export icon as  

View Teacher Payment

To view the Teacher Payment information:

• Click the View Teacher Payment Action Icon 
• A window is displayed that lists the Approved Extra Activity Timesheet information for the particular trainer or teacher.

• Selecting the type to filter the view of the list of payments.
  
  
• This information can be exported using the Excel Action Icon

Generate Timesheet Summary

To Generate a Timesheet Summary as a pdf for selected Staff:

• Select the check-box for the required Staff using.  Only Staff with a 'Processed' Status for Timesheet and Extra Activity Timesheet can be selected.
• Click the PDF Action Icon 

• A single pdf document is generated for download.  The document will contain a Timesheet Summary for each of the selected Staff.

Export Timesheet Summary

To Export a Timesheet Summary:

• Click the Export Action Icon 

• A single Excel document is generated for download.  The document will contain a Timesheet Summary for the Staff.

View Timesheet Summary

To view Total Payable Summary:

• Click the View and Export Action Icon 

• A window is displayed that shows the Total Payable Summary information.

• This information can be exported using the Excel Action Icon

Invoice

To manage Staff Invoices:

• Select the Invoice menu tab

• The invoice storage repository will be shown on the bottom of the page.
• Navigate the folder structure to locate individual Invoices
• Click on the Invoice to download a copy
• Click on the Delete Action Icon to delete the Invoice