Automatically Load Favorites

Once you have a set of "favorites" for the charges that you use frequently, you have two options for adding favorites to your timesheets. One way is to have them load automatically each time you open a new timesheet. (Your other option is to select favorites manually to add to each timesheet.)

To have favorites load automatically, complete the following steps:

  1. Set up favorites. For each favorite that you want to load automatically, select the Load check box and click Update.

    See the Set Up Favorite Charges help topic for more information.

  2. Click the wrench icon at the top right of the screen to display the Preferences screen.
  3. Select the Time tab.
  4. Select the Load Favorites option.