Checklist: Setting Up the Timesheet Application
Review checklists for an overview of all the steps that you must complete to configure the Timesheet application.
If your firm uses the Multicompany feature, you must define system-wide processing options for the Time application and specify company-specific processing options for each company within your enterprise.
Timesheet System Configuration
Step | Description | Location |
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1 | Configure Timesheet line item approval options. | |
2 |
Configure Timesheet alerts:
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Timesheet Company Configuration
Step | Description | Location |
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1 | Configure Timesheet setup options. | |
2 | Set up Timesheet labor periods. | |
3 | Enter Timesheet global comments. | |
4 | Configure Timesheet employee groups. | |
5 | Configure Timesheet ratio options. | |
6 | Configure Timesheet auditing options. | |
7 | Enter a signing notification message. | |
8 | Configure Timesheet special categories. | |
9 | Define employee access rights and default labor codes for Timesheet processing. | |
10 |
Print and review Timesheet configuration reports.
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