Difference between revisions of "Time and Expense Tab"
From SmartWiki
Paul Dimerin (talk | contribs) (Created page with "link=") |
Paul Dimerin (talk | contribs) |
||
(8 intermediate revisions by the same user not shown) | |||
Line 1: | Line 1: | ||
− | [[Image:Time_and_expense.png|link=]] | + | The Time and Expense Settings page of the UTA consists of several sections. |
+ | __TOC__ | ||
+ | |||
+ | ==Time and Expense Settings== | ||
+ | |||
+ | [[Image:Time_and_expense.png|link=]] | ||
+ | |||
+ | * '''Custom Fields''': Create and manage custom fields for time and expense | ||
+ | * '''Status''': Create and manage statuses for time and expense items. | ||
+ | * '''List View''': Add/remove and set order of fields in the list of time and expense. | ||
+ | * '''Import Time and Expense Items''' | ||
+ | * '''Time Entry Billing Hour Unit''' | ||
+ | * '''Grant Preferred Rate Field''' | ||
+ | * '''Enable Timesheets in Staff Profile''' - Display timesheets associated to the user in a tab on their profile. | ||
+ | * '''Enable invoiced timesheets in organization Profile''' - Display invoiced timesheets in organization profile. | ||
+ | * '''Enable Uninvoiced Timesheets in Organization Profile''' - Display uninvoiced timesheets against the company in a tab on the profile. | ||
+ | * '''Enable General Timesheets in Organization Profile''' - Display all timesheets against the company in a tab on the profile. | ||
+ | * '''Enable Billing Level''' | ||
+ | * '''Enable Contact Activity Billing''' | ||
+ | * '''Disable Time Entry from Grants''' | ||
+ | |||
+ | ==Timesheet Manager Role== | ||
+ | |||
+ | [[Image:Timesheet_manager.png|link=]] | ||
+ | |||
+ | ==Staff Timesheet Access Role== | ||
+ | |||
+ | [[Image:Staff_timesheet.png|link=]] | ||
+ | |||
+ | ==Organization Timesheet Access Category== | ||
+ | |||
+ | [[Image:Organization_timesheet.png|link=]] | ||
+ | |||
+ | ==Grant Statuses Available to Timesheet== | ||
+ | |||
+ | [[Image:Grant_statuses.png|link=]] | ||
+ | |||
+ | [[Category:UTA Settings]] |
Latest revision as of 16:06, 17 July 2014
The Time and Expense Settings page of the UTA consists of several sections.
Contents
Time and Expense Settings
- Custom Fields: Create and manage custom fields for time and expense
- Status: Create and manage statuses for time and expense items.
- List View: Add/remove and set order of fields in the list of time and expense.
- Import Time and Expense Items
- Time Entry Billing Hour Unit
- Grant Preferred Rate Field
- Enable Timesheets in Staff Profile - Display timesheets associated to the user in a tab on their profile.
- Enable invoiced timesheets in organization Profile - Display invoiced timesheets in organization profile.
- Enable Uninvoiced Timesheets in Organization Profile - Display uninvoiced timesheets against the company in a tab on the profile.
- Enable General Timesheets in Organization Profile - Display all timesheets against the company in a tab on the profile.
- Enable Billing Level
- Enable Contact Activity Billing
- Disable Time Entry from Grants