When setting up your Agency we will need to add in the timesheet template, this template is going to define what is shown when downloading timesheets, and what also it potentially added to the back of the invoices.
To get a copy of the timesheet template this is found in the administrator log in.
Settings > Global Documents > Invoice Template > Download
Once downloaded as a word document you are able to made your changes, you have the option to include the following merge fields within this document if you are needing the approver details outlined.
Approver Full Name | <<ApproverName>> |
Approver Job Title | <<ApproverTitle>> |
Approved Date | <<ApprovedDate>> |
Approver IP |
<<ApproverIP>> |
Approver email | <<ApproverEmail>> |
When you are happy with your template you are then able to re-upload this into the system, this is within the agency company. Ensuring that you are saving these details.
Company > Timesheet > Change Agency Settings > Timesheet add new template
You are able to amend the template once invoice have already been created and these changes will flow back through.