Training Materials
This section includes quick start guides for Time Sheet, Expense and Mileage Sheet, Approvals, PO Entry, and Absence functionality. Each of these guides contains common tasks and procedures to help you work with iAccess and Touch functionality for each of these features.
Related Topics:
- Quick Step Guides
The following Quick Step Guides walk you through various tasks in the Maconomy Workspace Client, Touch, and iAccess. - Time Sheets
The Time Sheet application is a time tracking tool that allows you to enter work hours on time sheets and submit them for processing. - Expense and Mileage Sheets
The Expenses application is a tracking tool that allows you to enter work-related expenses and submit them for processing. You can track both expense and mileage-related information. - Approvals
Use the Approvals workspaces to quickly view and approve/reject transactions, absence requests, and allowance requests. - Purchase Order Entry
The Purchase Orders application allows you to create and maintain purchase orders. - Absence
Absence Management enables you to manage absence and allowance requests. - Project Management
The following Quick Steps walk you through Project Management tasks. - Vendor Invoice Allocation
The following Quick Steps walk you Vendor Invoice Allocation tasks. - Customer Management
The following Quick Steps walk you through Customer Management tasks. - Essentials Training Guides
These training guides are designed to get you up and running on standard Workspace Client functionality with easy-to-use procedures for key module areas, including Accounts Payable, Accounts Receivable, Banking, General Ledger, and Projects. - Add Users in Deltek Support Center
To ensure that all users in your company have access to this online guide, you must add users to the Deltek Support Center site. User access to the Support Center is unlimited for each company. However, each company's Support Contact Manager (SCM) must set up user accounts in the Support Center for each user prior to use. For more details, refer to the Deltek Maconomy Essentials Upgrade and Getting Started Guide. - Downloading Touch
- Logging in to Touch
- Security PIN
- Enter Data in a Time Sheet
In iAccess, you can enter time sheet charges and associated hours in a Weekly or Daily Time Sheet. - Edit a Time Sheet
You can edit hours for time sheets that are not yet submitted. - Copy from a Daily Time Sheet
You can copy lines from an existing daily time sheet. - Copy from a Weekly Time Sheet
You can create additional lines on a weekly time sheet by using the Copy From action. - Submit a Time Sheet
After you enter a time sheet's data, you can submit the time sheet for approval and processing. - Enter Time on Time Sheet (Quick Entry)
Quick entry is efficient if you enter time on the same timesheet line each day (under the assumption that you have already created that timesheet line with the Keep on Timesheet set to ON.) - Enter Time on Time Sheet Line (Detailed Entry)
Use this time entry method to enter detailed information against an existing time sheet line. - Add a Time Sheet Line
You can add new lines to a time sheet when working on a new project or task. - Copy a Time Sheet Line
This task only applies to MScript. - Delete a Time Sheet Line
You can delete a time sheet line as needed. - Select a Task for a Line
The Task field only displays when a project has a task list. - Select an Activity for a Line
The Activity field only becomes read-only when you are creating a new timesheet line and a selected task derives an activity with the Overwrite Activity marked. - Create a Favorite
Favorites are projects or tasks you regularly work on and want to be able to find quickly and easily. - Delete a Favorite
You can delete a previously-created favorite from a time sheet. - Add a Daily Description
You can add a description to a specific day on a time sheet line. - Delete a Daily Description
You can delete a previously-created daily description from a time sheet line. - Reopen a Time Sheet
You can only reopen time sheets to which you have access rights. - Submit a Time Sheet
Before you submit a timesheet, make sure that each timesheet line has a project number, task, daily description, and minimum required hours. - Review a Rejected Time Sheet or Time Sheet Line
You can only view rejected timesheets when Submit Mode is set to Weekly. - View Period Summary
To access various Summary screens, tap
and tap
Summary.
- Submit a Time Sheet (Summary)
To access various Summary screens, tap and tap
Summary.
- Create an Expense Sheet
You can create an expense sheet by navigating to the Expenses workspace. - Copy from an Expense Sheet
You can copy lines from an existing expense sheet. This action copies projects and tasks, but resets quantities and amounts to zero. - Delete an Expense Sheet
Use these steps to delete an expense sheet. - Duplicate an Expense Sheet
Use these steps to duplicate an existing expense sheet. - Edit an Expense Sheet
You can edit an existing expense sheet that has not yet been submitted. - Submit an Expense Sheet
Use these steps to submit an expense sheet. - Attach a Receipt to an Expense Sheet Line
When associating a receipt with an expense sheet line, you have two options. You can attach the receipt directly from your local drive, or you can choose to associate an expense sheet line with an existing receipt. - Add Receipts to the Receipts Tab
To add several receipts at once, perform a batch upload from the Receipts tab. - Create a Mileage Sheet
Use these steps to add a new mileage sheet. - Copy from a Mileage Sheet
You can copy lines from an existing mileage sheet. This action copies job and task numbers, but resets quantities and amounts to zero. - Edit a Mileage Sheet
Use these steps to edit a mileage sheet. - Duplicate a Mileage Sheet
Use these steps to duplicate an existing mileage sheet. - Submit a Mileage Sheet
Use these steps to submit a mileage sheet. - Delete a Mileage Sheet
Use these steps to delete a mileage sheet. - Attach a Document to a Mileage Sheet Line
When associating a document with a mileage sheet line, you have two options. You can attach the document directly from your local drive, or you can choose to associate a mileage sheet line with an existing document. - Add Documents to the Documents Tab
To add several documents at once, perform a batch upload from the Documents tab. - View the Expense Sheet List
You can view open or all expense sheets in Touch. - View Expense Sheet Details
You can view details of either open expense sheets, or all expense sheets. - Add an Expense Sheet
You can add an expense sheet as needed in Touch. - Copy an Expense Sheet
You can copy existing expense sheets. - Add an Expense Sheet Line
You can add lines to expense sheets as needed. - Delete an Expense Sheet
You can delete an expense sheet as needed. - Delete an Expense Sheet Line
You can delete expense sheet lines as needed. - Submit an Expense Sheet
You can submit an expense sheet via the Touch interface. - Review a Rejected Expense Sheet
When an expense sheet is rejected, you can review it to see what caused the rejection. - Reopen an Expense Sheet
You can only reopen expense sheets to which you have access rights. - Attach a Receipt Using Quick Capture
Deltek Touch allows you to either take a picture using your device's camera or select a picture from the archive or camera gallery. - Attach a Receipt
You can attach a receipt using the Attach Receipt functionality in Touch. - Delete a Receipt
You can delete a receipt as needed. - View the Mileage Sheet List
You can view open or all mileage sheets in Touch. - View Mileage Sheet Details
You can view details for either Open mileage sheets, or All mileage sheets. - Add a Mileage Sheet
You can add a mileage sheet and view associated projects or jobs. - Copy a Mileage Sheet
You can copy or duplicate a mileage sheet for reuse. - Add a Mileage Sheet Line
You can add a mileage sheet line to an existing mileage sheet. - Delete a Mileage Sheet
You can delete mileage sheets through the Touch interface. - Delete a Mileage Sheet Line
You can also delete a mileage sheet line in an existing mileage sheet. - Submit a Mileage Sheet
You can also submit a mileage sheet in Touch. - Review a Rejected Mileage Sheet
You can review rejected mileage sheets in order to make necessary changes before resubmitting. - Reopen a Mileage Sheet
You can only reopen a mileage sheet if you have the rights to do so. - Display a Map
You can only use the Map feature if you enter or select addresses in From and To on Mileage Sheet Line. You can enter or select an address from the Customer Address, My Addresses, or Recently Used list. - Approve or Reject an Item
Use these steps to approve or reject an approval item. - Approve All Items
You also have the option to approve all the items in a tab. - View a Receipt
You can view receipts attached to approval items in the Expense Sheet Lines tab. - View an Invoice
You can view invoices attached to approval items in the Invoice Allocation Lines tab. - Approve or Reject an Absence Request
Use these steps to approve or reject an absence request. - Approve or Reject an Allowance Request
Use these steps to approve or reject an allowance request. - Approve or Reject a Time Sheet Line
As a project manager, you can approve or reject time sheet lines as needed. - Approve or Reject an Expense Sheet Line
As a project manager, you can approve or reject expense sheet lines as needed. - Approve or Reject a Purchase Order Line
As a project manager, you can approve or reject purchase order lines as needed. - Approve or Reject an Invoice Allocation Line
As a project manager, you can approve or reject invoice allocation lines as needed. - Approve or Reject a Time Sheet
The Timesheet Approval screen contains time sheets submitted by employees for whom you are the approver. - Approve or Reject an Expense Sheet
As a supervisor, you can approve or reject expense sheets for which you are the approver. - Approve or Reject a Draft Invoice
As a project manager, you can approve or reject a draft invoice. - Approve or Reject a Purchase Order
As a supervisor, you can approve or reject purchase orders for which you are the approver. - Approve or Reject a Vendor Invoice
As a supervisor, you can approve or reject vendor invoices for which you are the approver. - Create a Purchase Order
Use these steps to add a new purchase order. - Edit a Purchase Order
Use these steps to edit a purchase order. - Attach Documents to a Purchase Order
Use these steps to attach documents to a purchase order. - Submit a Purchase Order
Use these steps to submit a purchase order. - Copy from Another Purchase Order
Use these steps to copy lines from an existing PO to the PO you are currently working on. - View the Purchase Order List
You can view lists of either Open or All purchase orders in Touch. - View Purchase Order Details
You can view details for either Open or All purchase orders. - Add a Purchase Order
You can add a purchase order via the Touch interface as needed. - Add a Purchase Order Line
You can update existing purchase orders with new purchase order lines as needed. - Delete a Purchase Order Line
You can update an existing purchase order by deleting purchase order lines as needed. - Submit a Purchase Order
You can submit a purchase order once complete. - Review a Rejected Purchase Order
You can review rejected purchase orders and make necessary changes. - Create an Absence Request
Use these steps to create an absence request. - Edit an Absence Request
Use these steps to edit an absence request. - Edit / Reopen a Submitted Absence Request
Use these steps to edit or reopen a submitted absence request. - Submit an Absence Request
Use these steps to submit an absence request. - Delete an Absence Request
Use these steps to delete an absence request. - Create an Allowance Request
You can create an allowance request from the Absences workspace. - Edit an Allowance Request
You can edit an existing allowance request. - Edit / Reopen a Submitted Allowance Request
You can edit or reopen a submitted allowance request. - Submit an Allowance Request
You can submit an allowance request once complete. - Delete an Allowance Request
You can delete an allowance request if it is no longer valid or needed. - View the Absence or Allowance Request List
The Absence Request and Allowance Request screens allows you to register absence or allowance request in days or hours, depending on the required time unit on a given date. - View Absence or Allowance Request Details
You can view absence or allowance request details - Add an Absence or Allowance Request
You can add an absence or allowance request by entering details in Touch. - Delete an Absence or Allowance Request
You can delete an absence or allowance request as needed in Touch. - Submit an Absence or Allowance Request
You can submit an absence or allowance request from Touch. - Review a Rejected Absence or Allowance Request
You can review a rejected absence or allowance request and make necessary changes. - Essentials Training Guides
These training guides are designed to get you up and running on standard Workspace Client functionality with easy-to-use procedures for key module areas, including Accounts Payable, Accounts Receivable, Banking, General Ledger, and Projects.