| Field |
Resources |
Specifies if a number series is entered for resources in Resources Setup. |
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| Field |
Time Sheets |
Specifies if a number series is entered for time sheets in Human Resources Setup. |
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| Field |
Employees |
Specifies if a number series is entered for employees in Human Resources Setup. |
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| Field |
Projects |
Specifies if a number series is entered for projects in Projects Setup. |
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| Field |
User Setup |
Specifies the number of Users that are entered in User Setup. |
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| Field |
Causes of Absence |
Specifies the number of absence codes that are entered in Causes of Absence. |
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| Field |
Resources |
Specifies the number of resources available. |
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| Field |
Employees |
Specifies the number of employees available. |
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| Field |
Projects |
Specifies the number of projects available. |
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| Field |
Project Tasks |
Specifies the number of project tasks available. |
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| Field |
Work Types |
Specifies the number of work type codes available. |
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| Field |
Units of Measures |
Specifies the number of unit of measures available. |
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| Field |
Project Print Layout |
Specifies the number of project print layouts available. |
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| Field |
Expense Users |
Specifies the number of users that are configured as Expense Users. |
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| Field |
Expense Codes |
Specifies the number of Expense Codes available. |
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| Field |
Project Expense Codes |
Specifies the number of Project Expense Codes available. |
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| Field |
Default View for Activities |
Default view for what activities that are shown when reporting time in phone client. When a user has reported time once in the phone client, the last used view will be used. |
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| Field |
Default Time Reporting Period in Phone Client |
Specifies the default setting for the time frame when reporting time in phone client, possible values are week or month. The default setting can be combined with an individual setting per user in the StoryPoint User Setup window. |
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| Field |
Default Send Email Notification |
Specifies the default setting for when an email will be sent to the approver of submitted time sheet lines. The default setting can be combined with an individual setting per user in the StoryPoint User Setup window. |
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| Field |
Source of Attachment for Purchase Invoices |
Specifies where the attachments from an expense are stored when a purchase invoice is created. It can, for example, be the choice of workflow process that controls what is best to choose. |
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| Field |
Use Expense Attachment |
Specifies if an imported PDF file should be used as an attachment by default, when the first attachment to an expense is not a PDF file. Enable this if you use a workflow system that requires that the first attachment to a purchase invoice is a PDF file. This can only be enabled when the field Source of Attachment for Purchase Invoices is set to Incoming Document. |
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| Field |
File Name for Expense Attachment |
Specifies the name of the file used as the main attachment when creating expenses as purchase invoices. This file is used only if the first attachment to an expense is not a PDF file. The file can be managed by selecting the Import, Export or Delete actions. |
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| Field |
Attach Expense Document |
Specifies if a document for the expense should be attached to the purchase invoice. |
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| Field |
Allow Participants |
Specifies whether it should be possible to enter participants on an expense. If this is enabled, it is possible to set if it is mandatory to enter participants for the respective expense code. |
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| Field |
Allow Route |
Specifies whether it should be possible to enter a route on an expense. If this is enabled, it is possible to set if it is mandatory to enter a route for the respective expense code. |
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| Field |
Collective Expense Invoicing |
Specifies whether expenses created as purchase invoices should be collected on one purchase invoice per vendor. If this is deactivated, a purchase invoice is created for each expense. |
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| Field |
Use Dimensions for Expenses |
Specifies whether dimensions should be used for expenses. Only dimension values on the expense that differ from those added automatically to the purchase invoice will be added on the invoice from the expense. |
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| Field |
Rounding Account |
Specifies the general ledger account that is used for rounding differences when posting documents. If you want to use more than one account, you can separate them with pipe " |
". |
| Field |
Expense Nos. |
Specifies the number series that will be used for new expenses. |
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| Field |
Expense Purchase Invoice Nos. |
Specifies the number series that will be used when purchase invoices are created from expenses. If no number series is specified, the number series setup in Purchase and Payables Setup will be used. |
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| Action |
New Time Sheet User |
Start a guide to create a new time sheet user. |
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| Action |
Setup Time Sheet Usage |
Start a guide to setup time sheet usage. |
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| Action |
New Expense User |
Start a guide to create a new expense user. |
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| Action |
Setup Expense Usage |
Start a guide to setup expense usage. |
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| Action |
Create Time Sheets |
Create new time sheets for resources. |
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| Action |
Update Resource Capacity |
Create or update resource capacity. |
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| Action |
Export Absence |
Export a file with registered absence using the format setup in Human Resources Setup. |
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| Action |
Job Queue Entry |
View or edit the job that sends email notifications to approvers of submitted time sheet lines. For example, you can see the status or change how often email notifications are sent. |
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| Action |
StoryPoint User Setup |
View, edit or add users for individual settings. Only users that are specified as Time Sheet Admin. in the User Setup window can add other users than itself. |
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| Action |
Import |
Import a PDF file to use as a main attachment to purchase invoices created from expenses. The imported file is only used when the first attachment is not a PDF file, and the field Source of Attachment for Purchase Invoices is set to Incoming Document. |
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| Action |
Export |
Export the file used as expense attachment. |
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| Action |
Delete |
Delete the file used as expense attachment. |
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| Action |
Manager Time Sheet Cockpit |
Open an overview of reported time for the resources for which you are the approver. |
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| Action |
Expense Reports |
View all created expense reports that contain approved expenses according to the filter conditions used when the expense report was created. It is possible to delete an entire expense report, but it is not possible to edit it. An expense can be part of only one expense report. |
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