Timesheet notes

Release 2.4.0 📝 Timesheet comments

James Warrack Release

Version 2.4.0 📝 Timesheet notes

Timesheet notes

Release notes

This release contains several great new features:

  • Timesheet notes
  • Reasons for rejections
  • Search function in drop down menus
  • Client change & addition on Contract detail
  • Tool tips on quick actions
Timesheet notes

Timsheet notes

You can now add comments to timesheets. This can be done by the contractor, any authorisers assigned to that contractor or the agency, before, during or after submission.

This is an open text field so it can be used for anything from job numbers, lists of work carried out, PO numbers, reasons for time off etc.

The comment goes straight into the audit trail with a log of who wrote it, when and from what IP address.

Timesheet rejection reason

Reasons for timesheet rejections

If a line manager now rejects a timesheet, they need to give a reason why they chose to reject and this reason is shared with the contractor and agency.

This has the added benefit of being a neat way of confirming that the timesheet should have been rejected.

Search function in drop down menus

Search function added to drop down menus

If you have lots of clients and users on the system, you'll be pleased to find out that we have added search functionality to all drop down menus which should speed up selections significantly and avoid excessive scrolling.

Change or add a client to a contract

Client name editing

We will be doing an overhaul of the editing functionality after the PDF release but due to a client request, we have added the option to change or add a client on the contract detail page.

For more details on how to do this, visit the How do I change the client on a contract? page on the SaveTrees Help site.

tool tips for quick actions

Tool tips added

To help users know what the quick action buttons mean, we have added tool tips which appear when the cursor is hovered over the button.

Bug fixes

  • The previous release introduced a bug where some users were not receiving invites to the system when being added to a contract. This was hot-fixed within an hour and a full fix has been pushed out with this release.

Other news

We've gone and got ourselves a new number and this time it's a landline so you can contact us here in Bristol on: 0117 442 0201

What's coming next?

  • PDF downloads
  • Online / offline notifications
  • Housekeeping - backend improvements/small jobs