Skip to main content

Plant Timesheet Detail Link

Updated over 3 weeks ago

Overview

A button on the Purchase Ledger invoice matching screen provides quick access to related timesheets for Plant invoices. Timesheets are automatically filtered by the covering period date range, making it quick and easy to verify hourly plant charges.

Process

  1. Open the Invoice Matching screen.

  2. Select a plant invoice.

  3. If not already entered, enter the covering period that defines the period the invoice covers.

    1. Locate the covering period fields on the invoice header.

      1. Enter the Start Date (e.g., 01/11/2025)

      2. Enter the End Date (e.g., 28/11/2025)

  4. Select the Timesheets button.

  5. Review filtered timesheets.

    1. Coins ERP+ opens timesheet view showing all relevant timesheets for verification. Timesheets are automatically filtered by:

      • Purchase order number

      • Covering period date range

  6. Verify the invoice against the timesheets.

  7. Return to Invoice Matching.

  8. Close the timesheet window.

  9. Continue with invoice matching to complete the matching process.

Did this answer your question?