Auto-create Expense Sheet from Time (Project Level)

Description

After running this action, a new unapproved, unsubmitted expense sheet will be created for the same time period as the time sheet. The new expense sheet will be created at the Project level, not to any underlying WBS levels. The items in the expense code will only generate to projects level that have hours associated in the Time Sheet.

Suggested setup for this action is to modify the action under "Utilities" -> "Custom Reports" -> "Modules / Applets". Checking the Time Sheets Applet and setting the Type to "On Create". No other item within "Custom Reports" can be set to "Time Sheets" -> "On Save" for this to work correctly.

Suggested Setup/Usage

This action can be launched after creating a time sheet. For more on adding this action to the sidebar, click here. Permissions must be added for the action to launch.

Prompt

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