Review and export your team’s timesheets

The Timesheets page in InnoBooks gathers all logged time, transport and expenses for a given employee and period. As a manager, you review them, then export a PDF that serves as the validated record for payroll or billing. Here’s the full walkthrough.

What you’ll need #

• Employees who have already logged time, transport or expenses for the period.
• Permission to view the whole team’s timesheets (managers see the Employee filter and the All Employees option; an employee sees only their own).
• Permission to export the PDF.

Steps #

1. Open the Timesheets page

   From the menu, open the Timesheets page. At first, a message prompts you to make a choice: Select an employee and a period to view the timesheet.

   

2. Choose the employee

   In the Employee filter, select the person whose time you want to review, or choose All Employees for a view of the whole team.

3. Choose the period

   In the Period field, choose the date range to review. Preset periods are offered to move faster.

4. Filter and choose what shows

   If needed, narrow it down by Client/Projects. On the right, turn the three switches Time, Transport and Expenses on or off to show only what you want to check.

5. Review the entries

   First check the summary cards Total Hours, Total Transport and Total Expenses. Then go through the Time Entries, Transport and Expenses sections, where each line shows the date, project, client and the amount or duration.

6. Export the validated PDF

   Once everything checks out, click Export PDF at the top right. InnoBooks generates a PDF of the timesheet (named by employee and period) that you keep as the validated record and pass on to payroll or billing.

Tips & edge cases #

• An employee without manager access sees only their own timesheet: the Employee filter and the All Employees option are reserved for managers.
• Until an employee and a period are chosen, the page stays on the prompt message and nothing is displayed.
• The three switches Time, Transport and Expenses only change what’s shown on screen: the exported PDF always contains time, transport and expenses, whatever the switch positions.
• The time you review comes from Time Tracking; fix a wrong entry at the source before exporting.

Frequently asked questions #

How do I review a specific employee’s timesheet? #

Choose the person in the Employee filter, then a Period. Their Time Entries, Transport and Expenses appear with the totals, ready to review and export.

Can an employee see other people’s timesheets? #

No. Without manager access, an employee is limited to their own timesheet: the Employee filter and the All Employees option don’t show for them.

How do I get a PDF record of the period? #

After choosing the employee and the period, click Export PDF at the top right: InnoBooks generates the timesheet PDF, named after the employee and the date range.

Related articles #

• Track your time
• Create and manage a project