Forms

Update Timesheet Configuration

The Timesheet Configuration allows authorized users the ability to specify timesheet properties and add/edit charge roles and cost that will display on the timesheet form.

Update Timesheet Properties

1. By default, all timesheet properties will be checked.

Timesheet Properties

2. The “Use Approval Workflow” option determines if timesheets will be sent through an approval workflow or not.

3. The “Timesheets should be added to the Billing table when finalized” option determines if timesheets that are created in the application will be add to the Billing table automatically when approved or finalized.

Add a New Charge Role

1. Click the plus button and the Timesheet Configuration modal will open.

Timesheet Configuration

2. Select a charge role, rate, and make the entry active.

3. Now click the save-blue button to save the new charge role.

Edit an Existing Charge Role

1. Click the edit button and the Timesheet Configuration modal will open.

Timesheet Configuration-1

2. Then the Rate can be changed to a different amount or the charge role can be made Active or Inactive.

3. The user can then click the save-blue button to save the changes.

Update Costsheet Configuration

The Costsheet Configuration allows authorized users the ability to specify costsheet properties.

Update Costsheet Properties

1. By default, all costsheet properties will be checked.

Costsheet Properties

2. The “Use Approval Workflow” option determines if costsheets will be sent through an approval workflow or not.

3. The “Costsheets should be added to the Billing table when finalized” option determines if costsheets that are created in the application will be add to the Billing table automatically when approved or finalized.