Timesheet Auto-Amendment

Additional charges are easy to forget, especially when producing and distributing large volumes of invoices. Having this issue previously brought to our attention and having experienced it as a sore spot ourselves, we have developed a solution. We are therefore happy to introduce timesheet auto amendment. 

Instead of manually adding charges like VAT or reducing the full price due to a discount, you can now program Timesheet Portal to do it automatically. Once you activate the feature, the automatic adjustment will be applied to the client of your choice every time the invoice is generated. Interested in giving it a shot? Read the setup instructions below.

Never Forget Additional Charges Again

Client auto amendments are adjustments, either positive or negative, that are created when a timesheet is produced. The primary purpose of the auto amendments feature is to add a charge to a client invoice. To enhance transparency, users will have access to amendment records in 'Time & Cost' reports. Any auto amendments are attached to the timesheets when an invoice is generated.

To enable automatic timesheet amendments, go to Settings > Clients & Placements > Client and check the ‘Enable automatic timesheet amendment' checkbox. After enabling and saving these changes, navigate to System Management, select a client you wish to apply the auto amendment to, and edit their record. Scroll down to the ‘Timesheet auto amendment’ section and provide a description, quantity, and quantity type (total amount or percentage).

Be Part of Future Developments

At Timesheet Portal, we are always looking for ways to give our clients as much value as we can. All of our updates and changes begin with you. Therefore, if you have any complaints, suggestions or would just like to provide feedback - we are waiting to hear from you.