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Overview
The the items on the Time and Expense Tab can affect personal time and expense entry.
Field Descriptions
Allow users to Edit Time sheets
| • | Job Titles - When checked, users can change their job title to an allowable job title. More on Job Titles |
| • | Overtime - When checked, true users can specify overtime on time sheets. |
| • | Location - When checked, users can specify a location on time sheets. More on Locations |
Misc.
| • | Use Labor Codes - When checked, labor codes will be accessible in time entry. More on Labor Codes |
| • | Require Expense Codes In Expense - When checked, users must supply an expense code in expense sheet entry. Checking this requires expense groups to be used on all projects. More on Expense Codes |
| • | Enable Estimate-to-Complete In Time sheets - When checked, estimate-to-complete requests can appear when a user submits a timesheet. If not checked, no request will occur, whether one was requested via project setup or through a work order. |
| • | Allow Users to Edit Bill Status In Time and Expense - When checked, bill status is accessible to users in time and expense entry. |
| • | Allow Work Orders in Time and Expense - When checked, work orders are available in time and expense entry. More on Work Orders |
| • | Default Separate Checks For Employees - When set, will cause a separate check to be issued for each invoice (Employee Reimbursement) for an individual employee, rather than combining multiple invoices on an e-check. Regardless of this setting, the behavior can be overridden when processing E/R checks. |
| • | Allow Labor Code Org. Override - Override allows individuals to use labor codes that are assigned to org units other than their home org. More on Labor Codes |
| • | Auto Approve Timesheet on Submit - When this option is checked, the approval process is removed from the system. Submitted time sheets will be flagged automatically as approved. |
| • | Auto Approve Time / Exp. Sheet When Owner Approver - When submitting a time or expense sheet, where the employee was also listed as an approver, the time or expense sheet would auto-approve. This check box allows you to optionally prevent auto-approval. |
| • | Show Zero Hours in Time sheets - You have the ability to hide or show the zeros in the time sheet window. This is controlled in Global Settings > Time and Expense Tab by selecting the “Show Zero Hours in Time Sheets” check box. |
| • | Auto-Compress Mobile Time Sheet On Save - Checking this box will compress multiple entries with similar attributes (e.g. Project, Labor Code, Job Title) into one entry line for time entries made via InFocus Mobile. |
Pay Rates
| • | Used Diluted Pay Rates - Enables the diluted pay rates module for use. |
| • | Set Bill Base Rate To Diluted Rate - Causes the system to use the diluted rate as the base rate for calculating the bill rate, rather than the average pay rate. Base rates are used in cost plus invoicing. |
| • | Set Job Cost Base Rate To Diluted Rate - Causes the system to use the diluted rate as the base rate for calculating the job cost rate, rather than the average pay rate. |
Timesheet Timer Rounding
| • | Round to the nearest ??minute(s) - This controls the time rounding in the time sheet Stopwatch. Here you set the accuracy of the timer in minutes. |
Default Time & Expense Template
| • | Default Time & Expense Template - When selected, this will be the default Time & Expense template assigned to newly created employees. More on Time & Expense Templates |
Required Comment Defaults For Project Types
| • | Direct - When checked, a user entering a time sheet must enter a PM Comment before he can submit a time sheet on Direct Projects. |
| • | Indirect - When checked, a user entering a time sheet must enter a PM Comment before he can submit a time sheet on Indirect Projects. |
| • | Opportunity - When checked, a user entering a time sheet must enter a PM Comment before he can submit a time sheet on Opportunity Projects. |
Required Comment Prompts
| • | Timesheets - The “Require Comments Prompts” determines when you are going to require that the Time Sheet comment be entered. Options include; On Save, On Submit, or On Line Create (when the user leaves the line). |
| • | Expense Sheets - The “Require Comments Prompts” determines when you are going to require that the Expense Sheet comment be entered. Options include; On Save, On Submit, or On Line Create (when the user leaves the line). |
Additional Settings
| • | Allow Audit Trail Posting in Rate Recalculation - When checked, You get the options to post an audit trail for Pay Rate, Job Cost Rate, and Bill Rate when you run the Recalculate Rates Utility. |
Default Timesheet Report
| • | System Timesheet Report - Uses the Time Sheet report located under Report Management. |
| • | Custom Timesheet Report - Allows user to select a custom time sheet report. |
Timesheet Header Mask
| • | Allows you to optionally set a Timesheet Header Mask. This mask will allow you to customize the header format for the days of a timesheet period. For Example, with the mask "MM/dd/yyyy", the date will appear as 01/05/2012. |
Require Rejection Reason
| • | Timesheets - You can require a reason for a rejected Time Sheet. An optional reason box has been added for rejected Time Sheets. Upon rejecting a time sheet, the approver will get a pop-up requiring a reason to be entered for the rejection. When a Time sheet has been rejected, a red banner will show up in the header of the Employee’s time sheet. The banner goes away when the sheet is re-submitted. |
| • | Expense Sheets - You can require a reason for a rejected Expense Sheet. An optional reason box has been added for rejected Expense Sheets. Upon rejecting a expense sheet, the approver will get a pop-up requiring a reason to be entered for the rejection. When a Expense sheet has been rejected, a red banner will show up in the header of the Employee’s expense sheet. The banner goes away when the sheet is re-submitted. |
Timesheet Adjustment Hours Precision
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