Difference between revisions of "Time and Expense Tab"

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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==
 
==Timesheet Manager Role==

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