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Create a timesheet / expense report for a past period

Written by Charlie Troccaz
Updated over 3 weeks ago

Issues encountered

  • I want to create a timesheet for a past month

  • I want to create an expense report for a past month

  • Only the current month is offered to me

Solutions

This happens in the following cases:

Case 1: Your resource does not have an active contract for the previous month

If you go to the "Administrative" tab of the resource card, is there an active contract for the relevant month?
If you have several legal Agencies, is there an active contract for the Agency to which the resource card (information tab) is currently attached?

If not, creating a contract covering the past period will solve your problem. Otherwise, you need to move to case 2

Case 2: Your resource has the Activity & Expenses module deactivated (at least for previous periods)

To be sure, simply open the "Configuration" of the relevant resource card.
You will see that there is a field "Activation date of the Activity & Expenses module" which can be set to the following options:

  • None: In this case, it is impossible to create a document (timesheet, expense report or absence request) on the resource card

  • First hire date: In this case, it is possible to create a document only for periods covered by a contract (see case 1)

  • To be defined: Allows you to specify a month from which documents can be created (covered by a contract or not)

If you need to force creation for a given month, the "To be defined" option by selecting the relevant month will solve your problem.

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