Overview:

This screen is used by external contractors working as a supplier to the client using Workbench. Here, you can view existing daysheets entered using Daysheet External Entry.

The first view is a summary list of all daysheets related to your company, which can be refined using the filter options in the top right section.

The second detailed view is reached by clicking on the Date field of a daysheet, providing more information about the daysheet and approval or rejection status.

Screen Guide:

List View:

The list view shows all previously entered daysheets in date order. The columns can be reordered by clicking on the column title, and the list can be refined using the Filter options.

The Status field shows the current status of each daysheet:

• Entered is the base status when a daysheet is entered and is awaiting review.
• SV Approved stands for Supervisor Approved when the entire daysheet is approved.
• Rejected is shown if any part of the daysheet is rejected by the supervisor approver.

To view the detail of any daysheet, click on the blue Date field which will take you to the selected schedule/date combination.

Detail View:

Here you can see the details that were originally entered in Daysheet External Entry along with the SV Appr (Supervisor Approval) or Reject flags. The approver may have included Approval Notes during their review. Data cannot be changed from this screen, but you can return to the entry screen to modify rejected lines. Approved lines cannot be changed, so if there is an error, please contact the client.

When the daysheet has been processed as a Recipient Created Tax Invoice (RCTI or BCI), the corresponding number will appear in the far right field.

Next Steps:

Return to Daysheet External Entry to make any modifications to rejected lines.