Time and Expense Tab

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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