Setting up time and expense entry preferences

Identify the first day of the week for timesheets.

Ajera Mobile Timesheets: Whatever day you select (such as Monday) displays as the first day on the left in the timesheet (in both Ajera and mobile timesheets).

Designate the days that you want to appear on timesheets. Clear the days that you do not want to appear. 

Ajera Mobile Timesheets: Cleared days appear as shaded and do not allow any time entries.

Allow employees to change their employee type when entering time.

For example, set this preference if employees work in different capacities, like a principal who also works as a designer. 

Ajera Mobile Timesheets: To prevent employees from changing their employee type in mobile timesheets, do not select this check box.

Ajera Mobile Timesheets: This option does not apply to mobile timesheets.

Display project and phase IDs on the print version of the timesheet (which you produce by clicking the Print button on the Timesheet window).

Require notes when entering time on new projects. This setting affects any new projects created in:

• The Project Command Center (Project Info tab > Billing subtab > project and phase level)

• Ajera Mobile Timesheets

Select to allow supervisors to approve the timesheets of employees who report to them indirectly (to a lower-level supervisor). For example, employees who report indirectly to you might report to supervisors who, in turn, report to you.

Note: This option only applies to supervisors who are not accounting managers. Accounting Managers, can by default, access all employee timesheets.

Select to restrict entering time and expenses to only those employees setup as a resource on new projects.

Timer:

Ajera Mobile Timesheets: You cannot track start and stop times with Ajera Mobile Timesheets on your mobile device.

To include work start and stop times in the timesheet's Hours Detail table, select this check box, and then select the Start/end time check box in (Customize) window for timesheets (Manage > Time & Expense).

Selecting the Track start & stop times check box allows employees to record one interval of regular time and one interval of overtime per timesheet cell when entering time. If more than one overtime type is available, employees can record one interval per type.

Ajera Mobile Timesheets: You cannot track start and stop times with Ajera Mobile Timesheets on your mobile device.

To allow employees to use the timer to automatically record hours when entering time, select the check box.

Ajera Mobile Timesheets: You cannot track start and stop times with Ajera Mobile Timesheets on your mobile device.

If you selected Use timer, click the arrow and select the time increment to use when recording time:

Allow timesheet changes by:

Select to allow a supervisor to change an employee's timesheet.

Select to allow an accounting manager to change an employee's timesheet.

Allow expense report changes by:

Select to allow a supervisor to change an employee's expense report.

Select to allow an accounting manager to change an employee's expense report

Select to allow an accounting manager to change an expense report after it has been submitted, or if approvals are required, after it has been approved.

This option is only available if you select the Accounting check box.

Require expense report approval:

Select it to require that an employee's supervisor approve an expense report.