Using Timesheets in CPA Buddy

The timesheet is where you log your weekly hours. Each row is a task you’re working on, and each column is a day of the week. When you’re done, submit your timesheet for review.

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Opening the Timesheet

Click Timesheet in the sidebar to open the weekly timesheet grid.

The page shows:

• Your name and the current week at the top
• A grid with one row per task and one column per day (Monday through Sunday)
• Totals summing each day and each task

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Entering Time

Click on any cell in the grid to enter time in decimal hours — for example, 2.5 for 2 hours 30 minutes, or 1.25 for 1 hour 15 minutes.

Press Enter to save or Escape to cancel. The row and column totals update automatically.

Only tasks that are “In Progress” or recently completed appear in the grid. If a task has time entries for the current week, it will always be shown regardless of its status.

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Navigating Between Weeks

Use the three buttons above the grid to move between weeks:

• ← Previous Week — go back one week
• This Week — jump to the current week
• Next Week → — go forward one week

You can enter time for past weeks as long as the timesheet for that week hasn’t been submitted yet.

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Submitting Your Timesheet

When you’ve finished entering time for the week, click Submit Timesheet to lock your entries and send them for review.

Once submitted:

• The grid becomes read-only
• The submission date is recorded
• Your manager or admin can review and approve the timesheet

Timesheet statuses

Status	Meaning
Not submitted	You can still edit time entries
Submitted / Pending Review	Locked and waiting for approval
Approved	Reviewed and accepted
Rejected	Returned with feedback — make corrections and resubmit
Unlocked	An admin has unlocked a submitted timesheet for editing

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Admin Features

Admins can:

• View All Timesheets — click the link at the top to see timesheets for all staff
• Unlock Timesheets — if a submitted timesheet needs corrections, admins can unlock it so the staff member can edit and resubmit

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Common Questions

I don’t see any tasks in my timesheet. Tasks must be assigned to you and have an “In Progress” status (or have been recently completed) to appear. Check My Day to see your current task assignments.

Can I edit a submitted timesheet? Not directly. Ask your admin to unlock the timesheet. Once unlocked, you can make corrections and resubmit.

What happens if my timesheet is rejected? You’ll see the rejection reason on the timesheet page. Make the requested corrections and click Submit Timesheet again.

How does timesheet data feed into reports? Time entries from timesheets power the Staff Utilization and Staff Hours Summary reports. Consistent time logging gives your firm accurate utilisation and billing data.

Can I enter time for future weeks? Yes, you can navigate forward and enter time in advance if needed.