BookKeptevidence chain
Documentation

Timesheets and client approval

A week is the unit. Hours go on as days, the week is submitted to a named approver at the client, and the client signs off the whole week in one act. Everything downstream, both invoices included, is raised from the week the client approved rather than from a number somebody retyped.

The week, not the day

A timesheet in BookKept is a week against a placement. Entries are days: date, minutes worked, unpaid break minutes, and a note. For a placement billed by the day rather than the hour, a day carries a unit between 0.5 and 1.0 instead of minutes, because a half day is a real thing and rounding it to hours invents a number nobody agreed.

Weeks start as DRAFT. Anyone on the desk can build one, and it can be rebuilt as often as needed while it is still a draft.

Who may approve, and how they are asked

A week is submitted to a named contact at the client, and only a contact marked as able to approve timesheets can be chosen. That contact receives a link by email; the link carries a single-use token that opens one week and nothing else.

The approval link is delivered to the approver and to nobody else. It is deliberately not returned to whoever submitted the week, because handing it back would let agency staff approve their own worker's hours from the response. The one exception is the development profile, where there is no mail provider and the developer is both parties anyway.

What the approver sees: the week, the days behind it, the placement it belongs to, and two answers: approve, or send it back with a reason.

What approval sets off

An approved week is the input to both sides of the money. The self-billed purchase invoice to the worker or their umbrella is raised from it at the pay rate, and the agency's own sales invoice to the client is raised from the same week at the charge rate. Neither is typed. If the two ever disagree, they disagree about a week that a client put their name to, which is a conversation you can have.

Approval is a compliance-relevant act, so it writes an audit event chained to the one before it. The evidence pack for that placement then carries the week, who approved it, when, and from which address.

Where the hours come from

See it working

A week from draft to signed off

The demo agency has weeks at every stage, including one waiting on a client. Open it as the staff desk, then walk into the client portal and sign one off.

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