Each week all time and expenses will need to be approved in SimpleVMS prior to the invoice deadline. This will generate your weekly invoice, and submit it to your distribution group.
Watch the video tutorial here:
Step-by-step instructions:
- To make time edits and approvals, choose Time & Expenses from the sidebar.
- This page will display timesheets in Created or Submitted status by default.
- Click on the timesheet at the top of the list for the prior week, review the timesheet, and make any necessary edits to the punches.
- Please note that changes to punches are saved in real-time. You don't need to click Save Timesheet Changes when adding, editing, or deleting punches on a timesheet.
- Once you have made your edits, click the Next button, review the timesheet, and make any edits until you have cycled through all timesheets. Once completed, navigate to your Dashboard to mass approve.
- Select the checkmarks for all the timesheets and expenses you want to approve and click Approve Checked Items.
- You will receive a confirmation of how many timesheets and expenses were approved at the bottom of the page.
- After 11 pm EST, your invoice will be generated and emailed to the distribution list specified to receive the weekly invoices.
Please note, if you attempt to approve a current or future dated timesheet, the system will provide a prompt, alerting you that you are about to approve current or future week timesheets- if you approve a worker's timesheet early, the next time they punch in a new timesheet will be created. Multiple timesheets will not marry together to generate OVERTIME or DOUBLETIME hours.
If you need additional assistance editing and approving time, please contact SimpleVMS support at 888-255-8918 ext.2 or support@simplevms.com.