Difference between revisions of "Time and Expense Tab"

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The Time and Expense Settings page of the UTA consists of several sections.
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__TOC__
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==Time and Expense Settings==  
 
==Time and Expense Settings==  
  
 
[[Image:Time_and_expense.png|link=]]  
 
[[Image:Time_and_expense.png|link=]]  
  
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On the ''Time and Expense Settings'' configuration page, System Administrators can set the behavior of custom fields at {{l1}} and {{l2}} on the ''Mobile App''.
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* '''Custom Fields''': Create and manage custom fields for time and expense
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* '''Status''': Create and manage statuses for time and expense items.
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* '''List View''': Add/remove and set order of fields in the list of time and expense.
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* '''Import Time and Expense Items'''
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* '''Time Entry Billing Hour Unit'''
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* '''Grant Preferred Rate Field'''
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* '''Enable Timesheets in Staff Profile''' - Display timesheets associated to the user in a tab on their profile.
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* '''Enable invoiced timesheets in organization Profile''' - Display invoiced timesheets in organization profile.
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* '''Enable Uninvoiced Timesheets in Organization Profile''' - Display uninvoiced timesheets against the company in a tab on the profile.
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* '''Enable General Timesheets in Organization Profile''' - Display all timesheets against the company in a tab on the profile.
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* '''Enable Billing Level'''
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* '''Enable Contact Activity Billing'''
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* '''Disable Time Entry from Grants'''
  
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Three options are available for the fields at {{l1}}:
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==Timesheet Manager Role==
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* ''Searchable'' - This field will be searchable from the ''Mobile App''
 
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* ''List'' - this field will appear on the ''Mobile App'' [[list view]]
 
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* ''View'' - This field will be visible to users of the ''Mobile App''
 
  
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The ''Searchable'' option is only available for custom fields that store field values, i.e. not {{ROSV}} or {{WPV}} fields.
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[[Image:Timesheet_manager.png|link=]]
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The ''List'' and ''View'' options are only available for custom fields that are normally visible, i.e. not [[browser script]] fields.
 
  
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[[Image:CustomFieldsSettingLevel1.png|link=]]
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==Staff Timesheet Access Role==
  
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At {{l2}} the following options are available for custom fields:
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[[Image:Staff_timesheet.png|link=]]
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* ''List'' - This field will appear on the ''Mobile App'' {{l2}} [[list view]]
 
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* ''View'' - This field will be visible to users of the ''Mobile App''
 
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* ''Edit'' - This field will be editable to users of the ''Mobile App''
 
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* ''Camera'' - This field can upload image files from a user's mobile camera application
 
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* ''Voice'' - This field can store voice notes from a user's voice recording application
 
  
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[[Image:CustomFieldsSettingLevel2.png|link=]]
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==Organization Timesheet Access Category==
  
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==Search Filter Options==
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[[Image:Organization_timesheet.png|link=]]
  
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Using the ''Search Filter Options'' page, System Administrators can define the [[templates]], [[types]] and [[statuses]] that will be visible to users of the ''Mobile App''.
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==Grant Statuses Available to Timesheet==
  
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[[Image:SearchFilterOptionsLevel1.png|link=]]
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[[Image:Grant_statuses.png|link=]]
  
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[[Category:UTA Settings]][[Category:Mobile App]]
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[[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.

Time and Expense Settings

Time and expense.png

  • 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

Timesheet manager.png

Staff Timesheet Access Role

Staff timesheet.png

Organization Timesheet Access Category

Organization timesheet.png

Grant Statuses Available to Timesheet

Grant statuses.png

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