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
1 Configure Timesheet line item approval options. Configuration > Time & Expense > System Timesheet
2

Configure Timesheet alerts:

  • Timesheet Due
  • Timesheet Approval
  • Timesheet Line Item Charge
  • Timesheet Line Item Rejected
Configuration > General > Alerts > Time

Timesheet Company Configuration

Step Description Location
1 Configure Timesheet setup options. Configuration > Time & Expense > Company Timesheet > Setup Tab
2 Set up Timesheet labor periods. Configuration > Time & Expense > Company Timesheet > Calendar Tab
3 Enter Timesheet global comments. Configuration > Time & Expense > Company Timesheet > Global Comments Tab
4 Configure Timesheet employee groups. Configuration > Time & Expense > Company Timesheet > Employee Group Tab
5 Configure Timesheet ratio options. Configuration > Time & Expense > Company Timesheet > Ratios Tab
6 Configure Timesheet auditing options. Configuration > Time & Expense > Company Timesheet > Timesheet Audit tab
7 Enter a signing notification message. Configuration > Time & Expense > Company Timesheet > Miscellaneous Tab
8 Configure Timesheet special categories. Configuration > Time & Expense > Timesheet Categories
9 Define employee access rights and default labor codes for Timesheet processing. Info Center > Employees > Time tab
10

Print and review Timesheet configuration reports.

  • System Timesheet Configuration report

  • Company Timesheet Configuration Report

  • Timesheet Special Categories report

Configuration > Time & Expense > System Timesheet

Configuration > Time & Expense > Company Timesheet

Configuration > Time & Expense > Timesheet Categories