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How do I Submit a Timesheet to a Customer?

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Updated on July 31, 2020 01:25AM by Admin

Timesheets are an important part of a project delivery process.  The two main reasons why you need to maintain timesheets are the following.

  1. The timesheets give an insight into how and where the resources are being allocated.
  2. Secondly, timesheets help you invoice the customers. Also, its a proof that your invoicing for the work completed.
Using Apptivo CRM, you can create your own timesheet, and it can be submitted for the approval process, before taking it to the next step of being invoiced.

The timesheet that is created is submitted to the customer, enabling him to track the time duration of the tasks completed.

Steps to Submit Timesheet to your Customer

  • Log in and access the Timesheets App from your universal navigation menu.
  • Select an existing timesheet or create a new timesheet.

Note: Ensure that the timesheet is associated with a customer ("Customer" field is filled).

  • Now, click on the Submit button.
Timesheets

  • The Select Approver for this Timesheet popup appears.
  • Here, select the Customer Project Manager option. The email address of the customer will be displayed in the drop-down list.
  • You can also add the other email address by selecting the Enter Email Address option.
Select Approver

  • Enter the email address and click on the Submit button.
Submit

  • The timesheet will be successfully submitted.
Overview

  • The approver (customer) will now receive an email (timesheet) as shown:
Email

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