5 / Create The Timesheet PDFs

Once reviewed we need to create the timesheet PDFs and move them into the applicable folders in SharePoint, ready to either email to clients from the Assist inbox or to attach to invoices in Xero.

The General Manager will review the timesheets in Xero and advise the Office Administrator of any that need to have changes made to them before they can go out to clients.

Create The PDFs

1. Open the Detailed Timesheet spreadsheet and go to the Instructions tab

2. Select the Click to Generate ALL Timesheets button. The timesheet pdfs will populate in the [Month] folder that you created in the C: drive

3. Open the [Month] folder (via your file explorer)

4. Press CTRL + A to select all the pdfs

5. Press CTRL + X to cut the pdfs

6. Locate and open the Timesheets folder (via your file explorer)

7. Press CTRL + V to paste the pdfs

8. Delete the following pdf files:

•  _Strictly Savvy

• Jensen Alive Limited

• Meet the Jensens Trust

• The VA Foundry (UNLESS there is time on Gina's timer)

• Strictly Savvy

Move The PDFs Into Applicable Folders - 'Shiela to email from Assist' & 'To attach to invoice in Xero'

1. Go to the Timesheets folder (via your file explorer)

2. Move the timesheets of any Service Plan clients that are under hours into the 'Shiela to email from Assist' folder

3. All remaining timesheets will be for Flexi Plan clients or Service Plan clients that have gone over their plan hours and will be attached to invoices in Xero once they are created from Harvest, so are moved to the 'To attach to invoice in Xero' folder