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Overview
Time and Expense templates are used to auto fill time and expense sheets with commonly used projects, such as Admin, Vacation, or Sick. If no hours are put against these projects, the projects from the template will be removed upon submitting a Time or Expense sheet. Time & Expense Templates template are assigned in Human Resources>Employees>Employee Information Tab.
Field Descriptions
Template Name Grid
| • | Template Name - This column contains the name of the Template Name. To create a Template Name, click "New". Once saved, the name will appear in this column. |
| • | Name - This text box contains the name of the selected Time & Expense Template. The name can be edited here. |
Time Utilization
| • | Show Direct PCT(%) - When selected, Current Direct, Month Direct and Year Direct are displayed in the "% Billable" pop-up located on the toolbar in time sheets. |
| • | Show Billable PCT(%) - When selected, Current Billable, Month Billable and Year Billable are displayed in the "% Billable" pop-up located on the toolbar in time sheets. |
Sort
| • | Sort template projects to top of sheet - When checked, the projects specified in the Time & Expense Template will be sorted to the top of the Time and/or Expense Sheet. |
Time & Expense Templates Grid Grid
| • | Use in Time - When checked, the Project will auto fill in the time sheet. |
| • | Use in Expense - When checked, the Project will auto fill in the expense sheet. |
| • | Labor Code - When a Labor Code is selected, the Labor Code will auto fill. More on Labor Codes |
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