Difference between revisions of "Time and Expense Tab"
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[[Image:Time_and_expense.png|link=]] | [[Image:Time_and_expense.png|link=]] | ||
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* '''Custom Fields''': Create and manage custom fields for time and expense | * '''Custom Fields''': Create and manage custom fields for time and expense | ||
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* '''Time Entry Billing Hour Unit''' | * '''Time Entry Billing Hour Unit''' | ||
* '''Grant Preferred Rate Field''' | * '''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 | + | [[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
Timesheet Manager Role
Staff Timesheet Access Role
Organization Timesheet Access Category
Grant Statuses Available to Timesheet
