Costpoint Online Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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    Ex.system + administration
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    Ex.system administration
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Process Timesheets

Click on the Export Timesheets screen to collect the timesheet data to be exported when you click Export.

When you click , Time & Expense marks timesheets meeting the selection criteria as unavailable so that they cannot be changed while the process is ongoing.

To be included in the export, timesheet cell records must meet the following conditions:

  • If Timesheets contains Approved, the timesheet must have the Approved status.
  • If Timesheets contains In-Process, the timesheet must have the Open status.
  • The employee must be a member of one of the selected timesheet classes.
  • The employee must be a member of one of the selected employee groups.
  • The timesheet must have the selected period ending date.
  • The timesheet must be available, that is, it must not be part of an already running export process.
  • If you are using the Costpoint multicompany feature, the timesheet must be for the selected company.
  • If Timesheets contains In-Process and if Export In-Process Timesheets on the Configure Time Settings, Export Options tab screen, which contains Manufacturer Orders Only, the UDT02 code for the line must begin with "MO".
  • The timesheet cell status must be open.
  • The timesheet cell records must be dated within the selected starting and ending date ranges.

Once the records are collected, the program performs the following tasks to determine whether or not they are available for exporting:

  • Calculates the exported hours by subtracting the previously exported hours from the prorated hours.
  • Checks to see whether the selected timesheet class is configured to export to labor, payroll, or both, depending on the Labor Distribution and Payroll check boxes in the Manage Timesheet Classes screen.

If the export timesheets process completes normally, the following message appears: "Process completed successfully."

Note: If processing fails for a batch, all updated settings on the Export Timesheets screen revert automatically to the default values.