The purpose is to approve time entries in ConnectWise and create invoices. This saves time when invoicing as the time entries bounce up against the agreements in ConnectWise and apply the proper entitlement rates. Without this process each entitlement would need to be manually invoiced and the rate would need to be verified before the invoice was created.

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Impact to Accounting and Account Management

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This work instruction needs to be followed by the Account Administrator or whoever is invoicing clients for entitlements not covered in their agreement at the end of the month.

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Time entries are visible and correct in the invoicing queue in ConnectWise when logged in as normal user and can be sent to client.

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N/A

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Prerequisites: *You must have access to 1Password - centrex/shared admin passwords *You must be authenticated in Duo and have a Duo code for the DS_TimeEntry account in ConnectWise. Reach out to Sean Ernst to obtain this.

1. Log into 1Password with your domain credentials
2. Find the password info for the DS_TimeEntry user in the centrexIT\Shared Admin Passwords folder
3. Copy the username and password as you will need these to log into ConnectWise (CW)
4. Open CW and log in with the DS_TimeEntry user account.
5. The company field on the login page needs to remain as “cni”
6. Navigate to Time & Expense on the left had side the of the screen
7. Click on My Time Sheets under Time & Expense
8. Find the 2 time sheets for the month’s expenses you are trying to approve
9. Click on the 2 time sheets by checking the field on the left
10. At the top of the page under “Actions” click “Submit Time Sheets”
11. Confirm by clicking yes
12. Navigate to My Favorites on the upper left hand side of the screen
13. Click on “Today” under “My Favorites”
14. Under “Notices” you will see a notice that says you have 2 time sheets to approve.
15. click on that notice.
16. click both time sheets and hit approve at the top of the screen.
17. Log out of ConnectWise as DS_TimeEntry user and back in as yourself.

• You should now be able to locate those time entries in the invoice queue for month end and create the invoices.

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