Overview
The Timesheet Lines feature in Worksome helps freelancers and clients accurately record and manage hours spent on specific project elements, such as project codes, tasks, or job assignments. By enabling more detailed and flexible time tracking, Timesheet Lines improves transparency and streamlines the payment approval process.
☀️ Beta Note
Letting you know that the Timesheet Lines feature is in Beta. It is currently in its testing phase on specific clients.
Key Benefits:
Flexible Configuration: Create custom fields for timesheet lines to fit your business needs.
Clear Payment Oversight: View, analyze, and approve payment requests based on structured timesheet data.
Summarized Data for Approvals: Receive organized timesheet summaries to streamline decision-making.
Enhanced Accuracy: Ensure precise tracking as workers categorize hours using your defined field
Using Timesheet Lines
1. Setting Up Custom Fields for Payment Requests (Client-Side)
Before freelancers can add Timesheet Lines, clients must create any required custom fields for time tracking.
🔗 Check out how to create Custom Fields here.
2. Freelancer creates a Timesheet Line
Once you configure custom fields, freelancers can start adding detailed timesheets.
🔗 This is how Freelancers can Add Timesheet Lines.
3. Approving a Payment Request with Timesheet Lines
1. Review Timesheet Summary
From the Conversation View, you’ll see:
A daily breakdown of total hours.
A list of timesheet entries.
Clear labels for non-payable hours
2. Approve via the Approval Modal
The modal displays a scrollable timesheet view with detailed hours.
Summarized timesheet lines show total hours logged.
Non-payable hours are clearly labeled for reference.
Note: Ensure all hours are correctly categorized before approving the request.
4. Viewing an Invoice with Timesheet Lines (Client-Side)
Once a payment request is approved:
The invoice will list summarized timesheet lines with total hours logged per entry.
Non-payable hours will be indicated.
Note: This breakdown supports more efficient payroll processing and provides clearer financial reporting.
Frequently Asked Questions (FAQ)
Q: Can freelancers add Timesheet Lines before custom fields are set up?
A: No. The client must create custom fields first; otherwise, timesheet entries cannot be logged against them.
Q: What happens if a freelancer attempts to log more hours than the daily limit?
A: The system will prevent entries that exceed the daily cap, ensuring accurate time tracking.
Q: Can clients make edits to timesheet lines after they’re submitted?
A: No. Only freelancers can edit before approval. If changes are necessary, clients can reject the request and ask for revisions
Need Help?
If you have questions or need additional assistance with Timesheet Lines, you can:
Chat with Support – Click the chat icon in the corner of your Worksome dashboard.
Visit Our Help Centre – Explore more articles and guides for step-by-step troubleshooting.