Does Reckon One email the User with the Timesheet Approver account when they are submitted?

Chris_10791648
Chris_10791648 Member Posts: 8 Novice Member Novice Member
in Reckon One

Hi, I am trying to work out if Reckon One emails the Timesheet Approver User account person when a timesheet is submitted?

I assume that there can be more than one user account with Timesheet Approver but I can't find anywhere to set up an approver by employee, e.g. their Manager, or by Project, i.e. the Project Manager.

How do I know when timesheets are ready for approval?

Thanks

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,612 Reckon Community Manager Community Manager

    Hi Chris,

    Timesheets submitted by staff members are sent directly into the Timesheets view for the Admin user to then action/access. I've just checked with the Reckon One team in regard to notifications and there isn't a notification sent to the admin user at this stage. Certainly some value in that though which I've raised with the product manager.

    I'm going to link some resources below which go through the process of timesheets with Reckon One from preparing the book to how to use timesheets and finally creating a payrun from timesheet information.


    GUIDE TO USING TIMESHEETS IN RECKON ONE

    https://help.reckon.com/article/99aoarea6l-99aoarea6l-timesheets


    Preparing your Reckon One book for Timesheets

    https://www.youtube.com/watch?v=DxwOuA6pLBc


    Tracking time with Timesheets in Reckon One

    https://www.youtube.com/watch?v=GGt9gIgxQJ4


    Creating a payrun from timesheets in Reckon One

    https://www.youtube.com/watch?v=3Pjl4tGQxtQ


    Merry Christmas & Happy New Year everyone! 🎅🎆

    I'm on leave from 23 December and back on deck again January 6th.

    If you're working through the holiday period, we've got support available and you'll find our holiday hoursHERE.

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,612 Reckon Community Manager Community Manager

    Also, our help guide on timesheets with Reckon One below as well -

    https://help.reckon.com/article/99aoarea6l-99aoarea6l-timesheets


    Merry Christmas & Happy New Year everyone! 🎅🎆

    I'm on leave from 23 December and back on deck again January 6th.

    If you're working through the holiday period, we've got support available and you'll find our holiday hoursHERE.

  • Chris_10791648
    Chris_10791648 Member Posts: 8 Novice Member Novice Member

    ok, thanks, approvals are a pretty fundamental part of timesheeting so it seems like a very obvious gap in the product. If it is set up then approvals should go to the owners of the project codes.

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,612 Reckon Community Manager Community Manager

    Sorry I think I might have misunderstood you. Approving/declining timesheet functionality is already available (See info HERE). My earlier response was more focused around a notification that a timesheet has been submitted from a staff member.

    Merry Christmas & Happy New Year everyone! 🎅🎆

    I'm on leave from 23 December and back on deck again January 6th.

    If you're working through the holiday period, we've got support available and you'll find our holiday hoursHERE.

  • Chris_10791648
    Chris_10791648 Member Posts: 8 Novice Member Novice Member

    No, you didn't misunderstand, when a timesheet is submitted the Approver should receive an email notification so that they can go in and approve / edit / decline it. In addition Reckon should have the ability to assign an individual Approver to a project, i.e. the Project Manager so that they can manage their project timesheets

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