Difference between revisions of "Time and Expense Tab"

From SmartWiki
Jump to: navigation, search
Line 6: Line 6:
 
[[Image:Time_and_expense.png|link=]]  
 
[[Image:Time_and_expense.png|link=]]  
  
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''.
 
  
Three options are available for the fields at {{l1}}:
+
* '''Custom Fields''': Create and manage custom fields for time and expense
* ''Searchable'' - This field will be searchable from the ''Mobile App''
+
* '''Status''': Create and manage statuses for time and expense items.
* ''List'' - this field will appear on the ''Mobile App'' [[list view]]
+
* '''List View''': Add/remove and set order of fields in the list of time and expense.
* ''View'' - This field will be visible to users of the ''Mobile App''
+
* '''Import Time and Expense Items'''
 
+
* '''Time Entry Billing Hour Unit'''
The ''Searchable'' option is only available for custom fields that store field values, i.e. not {{ROSV}} or {{WPV}} fields.
+
* '''Grant Preferred Rate Field'''
The ''List'' and ''View'' options are only available for custom fields that are normally visible, i.e. not [[browser script]] fields.
 
  
 
[[Image:CustomFieldsSettingLevel1.png|link=]]
 
[[Image:CustomFieldsSettingLevel1.png|link=]]

Revision as of 14:33, 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

CustomFieldsSettingLevel1.png

At Level 2 the following options are available for custom fields:

  • List - This field will appear on the Mobile App Level 2 list view
  • 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

CustomFieldsSettingLevel2.png

Search Filter Options

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.

SearchFilterOptionsLevel1.png