Filters

Billing / Timesheets / Filters / Billing / Billing / Filters Finding Signed and Unsigned Timesheets

To find all timesheets that have been signed, or that need a signature:

Navigate to the Billing module and select Timesheets
Select a date range and apply any desired filters
Click the Filters tab on the top left of the page
Click the Signatures drop-down
Select Yes or No next to either Signed By Provider or Signed By Client

The steps for auditing signed and unsigned timesheets are the same for Billing.

Billing / Timesheets / Filters / Billing / Payments / Filters / Billing / Authorizations / Filters / Billing / Invoices / Billing / Sales Filter by Date Range

To change the date range:

Navigate to the Billing module and select Billing
Click on the date range drop-down on the top left-hand side
You can then select a predefined date range, or select Custom Range to choose a specific start and end date
Click Apply to apply your date filter