Use this tab to set up the user-defined code and date field labels for employees, UDT01s, and UDT02s, along with other miscellaneous options.
Use this group box to create labels for the various user-defined fields in the Employee, UDT01, and UDT02 master tables. If you do not set up the labels, the fields will be disabled in their respective screens.
Use this drop-down box to select which table's user-defined field labels you wish to edit. These labels are defined by locale. For the Employee, UDT01, and UDT02 labels, you can edit a user-defined code or a user-defined date. For the Provider label, you can edit a user-defined code only.
Enter a label for the first alphanumeric field in the table specified in the drop-down box. It can be up to 20 characters long.
Enter a label for the second alphanumeric field in the table specified in the drop-down box. It can be up to 20 characters long.
Use this field to enter a label for the third alphanumeric field in the table specified in the drop-down box. It can be up to 20 characters long.
Use this field to enter a label for the first date field in the table specified in the drop-down box. It can be up to 20 characters long.
Use this field to enter a label for the second date field in the table specified in the drop-down box. It can be up to 20 characters long.
Use this field to enter a label for the third date field in the table specified in the drop-down box. It can be up to 20 characters long.
Select Show Employee ID to make the Employee ID visible to the user throughout Deltek Time & Expense with ESS.
Select Show Employee ID in Workflow to include an e-mail sender's employee ID in the body of any e-mail sent from the Time, Expense, or ESS modules.
You can suppress the sender's employee ID by leaving Show Employee ID in Workflow unselected.
Select this checkbox to use the Costpoint multicompany feature. Be careful when selecting this checkbox.
You will not be able to turn this feature off once you have checked it and have imported Costpoint company data. If you do so, the system will display the following error: "Value cannot be changed from ' Y' to ' N' because Costpoint Company records exist in the Costpoint Company table."
Select this checkbox to restrict delegation. See Special Topic: Delegation for details.
Use fields in the Attachments area to configure requirements for adding different types of attachments to expense authorizations, expense reports, or individual expenses within expense reports.
Click Add Attachment Type to display the Add Attachment Type dialog box, where you create the attachment type.
To edit an existing attachment type, select the row you want to modify and click Edit Attachment Type. After you click OK in the Edit Attachment dialog box, the updated information displays in the Attachments table of the General Configuration screen.
To delete an attachment type from the table, select the check box next to the one you want to delete, and click Delete Attachment Type.
Table Window
The following fields display in the Attachments table after you add an attachment type. Fields in the table are non-editable. To modify an attachment type, select the desired row and click Edit Attachment Type.
This is an alpha-numeric field, where you identify the attachment type (for example, receipt or quote).
This is an alpha-numeric field, where you enter a description of the attachment type. The description can also be set by language.
From the Attached To drop-down menu, select whether the attachment type is for Expense Authorizations or Expense Reports.
From the Level drop-down, select either Overall or Individual Expense to indicate whether the attachment should be applied to the expense report or expense authorization overall or to individual expenses.
The following two options are available when Individual Expense is selected from the Level drop-down list. Use these options to determine whether the coversheet will print by attachment type or by expense:
Print Coversheet by Attachment Type — Select this check box to print coversheet based on the attachment type. For example, if the Attachment Type is “Receipt,” one coversheet will print for that attachment type, and it will include each expense assigned to that attachment type that is selected to be printed. This option generates a single coversheet, but the coversheet may include multiple expenses.
Print Coversheet by Expense — Select this check box to print a coversheet for each single expense. In this case, a different coversheet prints for each expense/attachment type combination. This option may generate multiple coversheets, because a coversheet is generated for each expense.
This field is required. Click 
to select a start date for the attachment type. This allows you to define when this attachment applies based on date range.
This field is optional. Click to select an end date for the attachment type. This allows you to define when this attachment applies based on date range.
