Set Up Alerts for Labor Billing Transfer Audit

Labor billing transfer audit alerts are generated when a line item on a timesheet has hours that are transferred from one project, phase, task, or labor code to another through Interactive Billing or Interactive Approvals. You specify who receives the alert, when, and under what conditions.

Prerequisites: Before you create labor billing transfer audit alert rules, you must:
  • Set the Enable Billing Transfer Audit option to Yes in Settings > Time > Timesheet Audit.
  • Create employee groups to which you apply the rule.

To set up labor billing transfer audit alerts:

  1. In the Navigation pane, select Settings > Time > Alerts.
  2. In the grid of the Time Alerts form, under the Alert column, click Labor Billing Transfer Audit.
  3. On the Labor Billing Transfer Audit Alert dialog box, use the fields and options to configure a new alert or modify an existing alert.
  4. Click Save and Close.
  5. On the Time Alerts form, select the corresponding check box under the Active column to enable the alert.