The article provides steps to submit, view and manage timesheets in TherapyPM.

Video Walkthrough

For a live demonstration on How to Submit Timesheets, watch the below video:

How to Submit Timesheets?

Navigate to Payroll > Timesheet(s).

1. Use the filters to generate the timesheet table:  
   • Generate timesheet by - 
     • Pay period.
     • Session rendered Till date.
   • Choose payroll year (This option appears when the Pay Period option is selected).
   • Choose payroll period (This option appears when the Pay Period option is selected).
   • Staff.
   • Status.
   • Click the Go button to generate the table.
2. Day selection in the payroll period: Below the filters, you can see the days of the week. You can generate timesheets based on the selected days too. 
3. Setting Icon: Click the Gear icon on the top right. 
4. A pop-up Timesheet Rule will appear. You can modify settings to generate timesheets based on "Rendered Session" or "Rendered Session with Finalized Note". 
5. Connect to QuickBooks: Use this option on the top right corner to sync/ connect with your QuickBooks account if available.
6. Click the Download icon to download the timesheet list in CSV or EXCEL format. 
7. The Timesheet data table consists of the following information:
   • Date
   • Provider
   • Patient
   • Activity
   • Time in - editable.
   • Time out - editable.
   • Hours.
   • Rate - editable.
   • Mileage rate - editable.
   • Miles - editable.
   • Extra Amount - editable.
   • Total Amount.
   • Grand Total.
   • Submitted - This field shows if the timesheet is submitted or not submitted.
8. Drop-down option: Use the checkboxes in the data table to select the rows, then choose the desired option from the drop-down menu: