Save a timesheet as a draft

When creating a timesheet, you can save it as a draft to complete it later. After you save a timesheet as a draft, the timesheet appears on the My timesheets or Staff timesheets lists.

Subscription

Time and Expenses

Regional availability

All regions

User type

Business

Employee

Project Manager

Warehouse

Permissions

Time

  • My timesheets: List, View, Add

  • Staff timesheets: List, View, Add

  1. Go to Time > All > Timesheets > and select Add (circle) next to My timesheets or Staff timesheets.

  2. Make your changes.

    For more information about creating timesheets, go to Fill out timesheets or Create a timesheet for an employee.

  3. Select the Draft & continue dropdown and choose Draft.

Find draft or posted transactions

  • Filter for draft or posted transactions on the fly: In the appropriate transaction list view, select either Draft or Posted in the State column.
  • Create a permanent custom view that filters for draft or posted transactions: Create a view, and set the filter to State = Draft or State = Posted. The custom view is available for use whenever you go to the list.