The Timesheet Options view permits modifications to the time and expense entry screens for each employee. Modifications are limited to showing or hiding certain data entry or information fields, and setting the default day that starts each week.
This topic describes how to (1) configure some of the time entry data and information fields and how to (2) configure which data entry fields are displayed in the expense entry screen.
For most options in this view, you can configure an item to always be shown to the user, never be shown to the user or to allow the individual user to determine if the item is shown or not.
Select Timesheet Options from the menu (Menu > Setup tab > Timesheet Options).
Click the Timesheet tab at the top of the screen.
Select the employee whose time entry options will be modified. To select more than one employee, hold the Ctrl key while making your selections.
For each time entry option, select either:
Always shown to always display the item in the time entry screen.
Always hidden to never display the item in the time entry screen.
User configurable to permit the employee to determine whether or not to show the item in the time entry screen.
Mixed is displayed when no employees are selected or when multiple employees are selected and these do not have the same Shown/Hidden setting for the option.
Time entry options:
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Note: Most data entry and information fields described below are displayed in the details area of the time entry screen. The details area is only displayed, at the bottom of the time entry view, when you click in a cell within the time entry grid. |
Start/End times: Show/hide the Start and End times in the details area. Note that the Duration field cannot be hidden.
Time Format: Set the time entry format for the Start and End time fields in the details area. This option is only available if the Show Start/End times option (above) is ‘on’.
Default uses the server’s regional setting.
12 Hour AM/PM option (1:30 PM). Note that the 'AM/PM' terminology does not change with regional settings.
24 Hour option (military time, e.g. 13:30).
Regional setting: Select the regional setting for date, number and currency formats. This option is only available if Currencies have been enabled. If not enabled, the regional setting for all users is based on a configuration setting in Database Options. Users may need to logout and log back in to see the regional setting changes applied throughout the software.
Paper size: Sets the default paper size for reporting.
Project description: Show/hide the project description in the details area. When hidden, the project description can still be viewed by mousing over the project name in the assignment tree or in the time entry grid.
Task description: Show/hide the task description in the details area. When hidden, the task description can still be viewed by mousing over the task name in the assignment tree or in the time entry grid.
Time description: Show/hide the time entry description field in the details area.
Billable: Show/hide the billable checkbox in the details area.
Client Overtime: Show/hide the Client Overtime Rate drop-down list in the details area.
Company Overtime: Show/hide the Company Overtime Rate (Overtime Rate) drop-down list in the details area.
Task Progress information: Show/hide the Task Progress information in the details area.
ETC column: Show/hide the ETC column in the time entry grid.
Show Approval Paths: Show/hide the Show Approval Paths button in both the Time and Expense Entry toolbars. When hidden, the approving manager's name is also hidden from the Sheet Status column in the expense entry tool's Submitted/Approved tab.
Start of week: Select the default day of the week that starts each week. Employees are able to modify their Start of the week option regardless of the selection made in this view.
Click Apply.
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Note: The time entry screen has a similar view (Options tab) permitting these and other personal options to be modified. However, when an item is selected as "Always shown" or "Always hidden" using this view (Timesheet Options), these items are not available for modification by the employee using the Options view. |
Select Timesheet Options from the menu (Menu > Setup tab > Timesheet Options).
Click the Expense tab at the top of the screen.
Select the employee whose expense data fields (columns) will be modified. To select more than one employee, hold the Ctrl key while making your selections.
Select one or more expense data fields:
Expense Category: Used to select a group for similar type expenses.
Reference Number: Used to enter a reference or other tracking number.
Purchase Order: Used to enter a purchase order or other tracking number.
Reimburse: Used to select whether the expense is to be reimbursed to the employee.
Billable: Used to indicate if the expense is billable or not.
Markup %: A markup percentage added to the expense amount.
Fixed Amount: Used to enter a fixed amount, which is added to the expense amount.
Value Added Tax 1: Used to enter a tax rate used in expense reporting.
Value Added Tax 2: Used to enter a tax rate used in expense reporting.
Client Cost: Used to show the calculated client cost for the expense entry.
Description: Used to enter a description for the expense entry.
Non-required expense entry custom fields (if any).
For the selected fields, select:
Always shown to always display the data entry field in the expense entry screen.
Always hidden to never display the data entry field in the expense entry screen.
User configurable to permit the employee to determine whether or not to show the data entry field in the expense entry screen.
Mixed is displayed when no employees or columns are selected or when multiple employees/columns are selected and these do not have the same Shown/Hidden setting for the option.
Click Apply.
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Notes:
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