Labor Billing Transfer Alert Configuration Dialog Box

Labor Billing Transfer Audit Alerts notify specified employees when when a line item on a timesheet has hours that are transferred from one project, phase, task, or labor code to another.

To enable this alert, you must first select the Enable Billing Transfer Audit option on the Timesheet Audit tab in Configuration > Time & Expense > Company Timesheet.

If you use multiple companies and the employee is associated with more than one company, the Labor Billing Transfer Alert applies to the company where the employee made the original labor entry.

For example, employee Caruso is an employee in Company A. This company has Timesheet Audit enabled and Labor Billing Transfer Audit Alert configured to alert Caruso via email. Company B does not have the alert configured. Caruso charged 2.0 hours against Company B and a biller in Company B uses Interactive Billing to transfer the 2.0 hours to another project. Caruso will receive the alert because he was in Company A when he made the original charge.

Location

To display the dialog box:

1. From the Vision Navigation menu, click Configuration > General > Company Alerts.
2. In the Folders field on the Company Alerts Configuration form, select Time.
3. In the grid, click Labor Billing Transfer Audit and then click .

Contents

Employee Group Rules

Field	Description
Employee Groups	Select the employee group to which you want to apply the new rule, such as Administration or Engineering. Or, select [All Groups], which allows you to create global alert rules for all employee groups without having to create redundant rule settings for each group. Groups are created in Time and Expense Configuration.

Alerts Grid

Field	Description
Grid Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
New	Click this option to insert a row beneath the current row.
Copy	Click a row and then click this option to add a copy of the selected row to the grid.
Delete	Click a row and then click this option to delete it.
Alert Rule Name	Select an existing alert rule name or enter a new one. You can change the name of an existing rule. Each rule name must be unique.
Enabled	Select this option to enable the rule. When the alert is active, you can enable only selected rules, without having to delete any unwanted rules. In other words, if the alert is active, then any of its enabled rules can run. If the alert is not active, then none of its rules can run.
Languages	If you use multiple languages, use this column to select the language for this alert. Only employees with the selected language receive the alert. However, if you leave this column blank, all employees receive this alert regardless of their designated language. For example, if you create an email alert for English US and English UK, then only the users that have English US or English UK in the Language field in the Employee Info Center receive that message. The system administrator must set up a separate alert rule for Spanish employees to receive a message in Spanish. The Language field displays <languages selected> if any languages are selected.

Delivery Options

You can select one or both of these options.

Field	Description
Email	Select this option to send the alert via an email message. Links in the email message provide easy access to the appropriate application area. If you select this option, complete the corresponding Email Options.
Notification Center	Select this option to send the alert via the notification center.

Email Options

These options are activated when you select Email for the delivery option.

Field	Description
Subject	Enter the subject for the email message.
Message Text Box	Select one or more of the following actions: Enter text directly in the text box. Position the cursor in the text box and click Insert Field to open the Column Selection dialog box and select related fields to add to the email message text. Click Edit to use formatting options on the Text Editor dialog box as you enter text.

To specify the name of the employee in the text, you can enter [EMPL]; for example Alert for [EMPL]. Vision will replace [EMPL] with the name of the employee.

Alert Frequency

You can select one or more of these options to determine the frequency of the alerts.

Field	Description
Send Alert per Billing Transfer	Select this option to send the alert immediately after each billing transfer occurs.
Send Alert per Billing Session	Select this option to send the alert after each billing session. This option is selected by default.
Send Alert once per day	Select this option to send the alert once per day. This activates the Time of day to send alert field, which you can use to specify the time of day that you want to send the alert.
Send Alert once per week	Select this option to send the alert once per week. This activates the Day of the week field and the Time of day to send alert field, which you can use to specify the day of the week and the time of day that you want to send the alert.
Time of day to send alert	This field is activated when you select the Send Alert once per day or Send Alert once per week options. Use this field to specify the time of day that you want to send the alert.