Delete timesheet headers

Practice Admin

There may be occasions when you need to remove a timesheet header once it has been produced, perhaps because someone has left. The recommended way of deleting timesheet headers is to recreate them. This process creates any new headers and removes any unwanted headers based on the dates in your staff records Any timesheet headers that have been created for a staff member who has left will be deleted from their end date onwards.

Timesheet headers can only be deleted if their status is IDLE, i.e. they are not currently in use.

If you need to remove a specific header and don't want to recreate, you can do so as follows:

  1. Select Admin > Timesheet Administration from the menu.
  2. From the Timesheet Management page, select the Manage tab.
  3. Select the week you want to edit timesheet headers for by selecting from the Year,Period and Week lists.
    Timesheet Management page showing option to delete headers.
  4. Click the Open Header down arrow then select Delete.