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Time and Expense Tab

188 bytes removed, 20:06, 17 July 2014
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The Time and Expense Settings page of the UTA consists of several sections.
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==Time and Expense Settings==
[[Image:Time_and_expense.png|link=]]
On * '''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 SettingsItems'''* '''Time Entry Billing Hour Unit'''* '''Grant Preferred Rate Field'''* '' configuration page, System Administrators can set '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 behavior of custom fields at {{l1}} and {{l2}} company in a tab on the profile.* '''Mobile AppEnable 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'''
Three options are available for the fields at {{l1}}:* ''Searchable'' - This field will be searchable from the ''Mobile App''* ''List'' - this field will appear on the ''Mobile App'' [[list view]]* ''View'' - This field will be visible to users of the ''Mobile App''==Timesheet Manager Role==
The ''Searchable'' option is only available for custom fields that store field values, i.e. not {{ROSV}} or {{WPV}} fields.The ''List'' and ''View'' options are only available for custom fields that are normally visible, i.e. not [[browser scriptImage:Timesheet_manager.png|link=]] fields.
[[Image:CustomFieldsSettingLevel1.png|link=]]=Staff Timesheet Access Role==
At {{l2}} the following options are available for custom fields:* ''List'' - This field will appear on the ''Mobile App'' {{l2}} [[list viewImage:Staff_timesheet.png|link=]]* ''View'' - This field will be visible to users of the ''Mobile App''* ''Edit'' - This field will be editable to users of the ''Mobile App''* ''Camera'' - This field can upload image files from a user's mobile camera application* ''Voice'' - This field can store voice notes from a user's voice recording application
[[Image:CustomFieldsSettingLevel2.png|link=]]=Organization Timesheet Access Category==
[[Image:Organization_timesheet.png|link==Search Filter Options==]]
Using the ''Search Filter Options'' page, System Administrators can define the [[templates]], [[types]] and [[statuses]] that will be visible ==Grant Statuses Available to users of the ''Mobile App''.Timesheet==
[[Image:SearchFilterOptionsLevel1Grant_statuses.png|link=]]
[[Category:UTA Settings]][[Category:Mobile App]]
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