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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Time Sheet Approval to...
Small and medium business | Business Central, N...
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Time Sheet Approval to Job Journal

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Posted on by bcaron1000 22

So I'm trying to figure out if there is a way to automatically transfer the lines from a Time Sheet to a Job journal and then post.
Currently, I'm stuck using the prepare button, selecting the timeline, and pulling in each line entry than posting.

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It would be nice if the approver could approve a timesheet and the lines be transferred to the job journal, then every Tuesday, it runs the post command.
I'm still new to Business Central development, and implementing this would save me time in the long run. I haven't found a solution googling yet, which brings me here.

  • bcaron1000 Profile Picture
    bcaron1000 22 on at
    Time Sheet Approval to Job Journal
    I actually managed to re use some of the Microsoft code and create a few custom codeunits to accomplish this. It was a bit of a daunting task, but upon timesheet approval i was able to add the hours towards jobs and make it an automated process rather than generating a job journal weekly.
     
    Nothing is impossible with Business Central!
  • Verified answer
    Ben Baxter Profile Picture
    Ben Baxter 4,915 Super User 2024 Season 2 on at
    RE: Time Sheet Approval to Job Journal

    Currently there is no automated process to pull the Time Sheet lines into the Job Journal.  The Prepare option you are using is the closest automation.  You could setup a Job Queue or maybe Power Automate to run that process weekly and then Post the Job Journal.  You might want some oversight involved, but if you are only pulling Approved Time it should be okay.

    If you automate, be cautious that late approved time (prior to the date window) may not get pulled in.  So you may want a monthly sweep that picks up entries that may have been approved after the automation timing.

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