Merge an off Line Timesheet

Merge an Off-Line Timesheet to combine multiple entries into a single record.

Merge an Off-Line Timesheet to combine multiple entries into a single record. Use this task after creating separate items when you need to consolidate data. Merging an off-line timesheet preserves all information while removing duplicates. Always review the data before merging to ensure nothing important is lost.

Prerequisites

• An active account with appropriate permissions
• Multiple items or records available to merge
• Source and target items must be compatible for merging
• Access to the merge interface and related screens
• Verification that both records contain important information to preserve

How to Open

Go to Time & Expense > Utilities > Merge. Access the merge tool.

Steps

1. Navigate to the merge interface or utility in the system.
2. Locate and select the source item or record to merge.
3. Choose the target item or record to merge into.
4. Review the merge preview to verify both items are correct.
5. Confirm that you understand what data will be preserved and combined.
6. Click Merge to combine the entries.
7. Wait for the system to complete the merge operation.
8. Verify the merge completed and check the consolidated record.

Common Use Cases

• Consolidate duplicate entries: Merge duplicate an Off-Line Timesheet entries into a single record to improve data quality and eliminate redundancy.
• Combine related items: Merge related entries to create a comprehensive record that spans multiple periods or categories.
• Clean up legacy data: Merge old or outdated entries to maintain database efficiency and improve system performance.
• Unify split transactions: Merge separate transactions that should have been a single entry to correct data entry mistakes.
• Consolidate team data: Merge individual team member entries to create consolidated reports at the team or department level.

Best Practices

• Always carefully review both records before merging to avoid losing important data or information.
• Keep a detailed record of all merge operations for audit trails and historical tracking.
• Verify the merged record contains all important and required information from both sources.
• Test merges on non-critical data first to understand the process and avoid mistakes.
• Document the reason for each merge in case you need to audit or reverse the operation.

Related

• Complete An Off Line Timesheet
• Create An Offline Timesheet
• Export Format