Use the General tab to enable or disable features for timesheets, posting, reporting, and invoicing; to set the
project fee entry method; enable detailed subledgers (for Intercompany Billing); and to specify a default
account group table.
Contents
Enable for Timesheets
| Field | Description |
|---|
| Secondary Overtime
|
Select this check box if you plan to use the secondary overtime feature, which enables you to track two kinds of overtime:
-
Standard overtime — This is usually overtime that is costed and paid at 150% of an
employee’s job cost rate or pay rate.
-
Secondary overtime — Use this for overtime that is costed and paid at a higher or lower rate than the standard overtime rate. (This is often 200% of the
employee’s job cost rate or pay rate).
This feature is implemented primarily to satisfy the needs of California users, who must sometimes use two different overtime rates to pay hourly
employees.
When you select this check box,
DPS does the following:
- Adds secondary overtime fields to Timesheet and Labor Adjustment Transaction Entry.
- Adds secondary overtime percentage fields to
Employees hub forms for job costing and payroll purposes.
- Adds a secondary overtime multiplier field, to the Labor tab of Billing Terms.
- Adds secondary overtime columns to some reports.
- Merges secondary overtime hours and amounts with standard overtime hours and amounts on other reports.
- Allows you to establish provisional rates for secondary overtime for use in
Project Reporting.
- Makes it possible to pay
employees and bill
clients for secondary overtime.
|
| Cost Rate Tables
|
Select this check box if you want cost rate tables to override cost rate and pay rate or one or the other in the
Employees hub for
project reporting and payroll processing.
|
| Pay Rate Tables
|
Select this check box to allow the
employee pay rate established in pay rate tables to override the pay rate established on the Payroll tab of the
Employees hub.
|
| Overtime Percent in Cost/Pay Rate Tables
|
Select this check box if you want the percentage for overtime hours in cost rate and pay rate tables to override the percentage for overtime hours in the
Employees hub. When you select this check box,
Overtime Percent and
Overtime-2 Percent fields display in cost rate tables.
|
Posting
| Field | Description |
|---|
| Update
Project Team when Posting Labor
|
Select this check box to have the Team tab of
Projects hub and
Employees hub automatically updated when
employees post time to a regular or promotional
project.
|
| Update
Project
Vendor Association when Posting Vouchers
|
Select this check box to have the Team tab of
Projects hub and
Employees hub automatically updated when
employees post time to a regular or promotional
project.
|
| Enable Option to Update BTD for Journal Entries to Revenue
|
BTD means billed-to-date. Select this check box to have
DPS include the amount of all journal entries when it calculates
job-to-date billings for the referenced
project. It is important to select this check box if you use a billing-based revenue method for
projects and plan to make journal entries to a revenue
account.
|
| Enable Cash-Basis Postings for Labor Transactions
|
Select this check box if you want
DPS to post cash-basis entries when you post timesheets or labor adjustments.
This check box is enabled when the Accounting application is enabled and you select the
Cash-Basis Reporting check box on the Reporting tab in Advanced Accounting System Settings.
|
| Field | Description |
|---|
|
Project Fee Entering Method
|
The options in this section determine the levels of the work breakdown structure (WBS) at which you can enter
project fees and
compensation.
-
At all levels of the work breakdown structure — You can specify fee and
compensation amounts at any level of the WBS.
-
At lowest level only (system will automatically update higher levels) — You can enter fee and
compensation amounts only at the lowest level of the WBS;
DPS calculates and updates all amounts at higher levels of the WBS.
If you switch this setting from the first option to the second option,
DPS refreshes all the
Project fee columns (Compensation,
Direct Labor, Direct Expense, Direct
Consultant, Reimbursable Expense, Reimbursable
Consultant, and
Reimbursable Allowance) for all your
projects and
project templates.
|
Invoice
| Field | Description |
|---|
| Enable Retainage
|
Select this check box to enable
DPS's retainage feature. The retainage feature allows you to put a portion of the invoice "on hold." Retainage is a percentage of billings contractually withheld on the invoice, which is billed to the
client upon the
project’s completion. The Billing application withholds the percentage specified in Billing Terms on the total billings or any combination of the six possible components of an invoice: labor,
consultants, expenses, fees,
units, or add-ons.
After the retainage on the invoice is calculated,
DPS posts and tracks it through Billing,
Accounts Receivable,
Project Control, and the General Ledger.
|
| Enable Retainers
|
Select this check box to enable
DPS's retainer feature. The retainer feature streamlines the capture of your
client’s retainer in your accounting, billing and reporting systems. You track and apply the retainer to invoices based on your
organization’s
accounts receivable categories.
After the
project has other
accounts receivable activity, you can track the amounts applied, and the retainer balance, on the
Accounts Receivable Ledger report. The retainer is also included in Current Receipts on the Office Earnings report.
|
| Display Invoice Leading Zeros
|
Clear this check box if you do not want leading zeros in a billing invoice number to display in certain dialog boxes and reports. With fewer digits displayed, invoice numbers may be easier to read.
|
Account Status Grid
| Field | Description |
|---|
| Label/Message
|
For each
account status (Active,
Inactive, and
Dormant) in the grid, click the
Message field to display the drop-down arrow. Click the drop-down arrow and then, from the drop-down list, select
None,
Warning, or
Error.
This setting determines whether or not a message displays and the type of message that displays when users enter general ledger
accounts throughout
DPS. For example, to prevent users from entering an inactive
account during data entry, select
Error in the
Message field for the
Inactive label.
The options in the
Message field are:
-
None — No message displays, and the
account can be used for data entry.
-
Warning — A message displays the
account status, and the
account can be used for data entry.
-
Error — A message displays the
account status, and the
account cannot be used for data entry.
(An
account's status is entered on the Chart of
Accounts form in
.)
|
| Synchronize Fees from Contract to
Project
|
Select this option to use the contract amounts from the Contract Management tab in the
Projects hub to update the
Compensation,
Direct Labor, Direct Expense, Direct
Consultant, Reimbursable Expense, Reimbursable
Consultant, and
Reimbursable Allowance fields on the Budget & Revenue tab of the
Projects hub.
If you select this option and one or more WBS1s have
Compensation, Direct
Consultant, or Reimbursable Allowance amounts assigned on the Budget and Revenue tab of the associated
project,
DPS can create a contract based on those amounts, and displays the following prompt:
One or more
projects already have
compensation, direct
consultant, or reimbursable allowance amounts assigned on the Budget and Revenue tab of the
Projects hub. Use the Deltek Advanced Utility "Create Contracts from Fees" to automatically create a contract based on those amounts for each of those
projects.
Click
OK to close the prompt.
Click
Help to access the Create Contracts from Fees utility.
|
| Enable Detailed Subledgers for Intercompany Billing
|
If your firm uses multiple companies, select this check box to enable the detailed subledgers feature, which makes it possible to generate
accounts receivable and
accounts payable transactions in Intercompany Billing.
This enables the following items:
- The
Labor Revenue and
Expense Revenue fields on the
Accounts tab in
.
- The Subledger
Vendors and Subledger Terms tabs in
.
- The
Accounts Receivable reporting features.
- The ability to create actual invoices and vouchers between companies and have these transactions display on
accounts receivable and
accounts payable reports.
|
| Default
Account Group Table
|
Use this field only if you use
account group tables and you want a specific
account group table to automatically populate for all
accounts when you set up
accounts in your chart of
accounts.
From the
Default
Account Group Table drop-down list, select the
account group table that you want to automatically populate in the
Account Groups grid on the General tab in
.
You create the
account group tables in
.
A scenario in which you could use this field: In a multiple companies environment, the chart of
accounts for each of your companies must be consolidated into a enterprise-wide (corporate) chart of
accounts. After you set up a corporate
account group table, enter it as the default
account group table in Accounting System Settings to ensure that all
accounts have a corporate
account group assigned automatically.
|
