Time and Expense Overview

Use the two applications in Vision Time and Expense, Timesheet and Expense Report, to record your time and expense charges and submit them for processing.

  • The Timesheet application is a time tracking tool that allows you to enter your timesheets and submit them for processing. Certain Timesheet users are given System, Company, or Group access to the Timesheet application. These users can review, edit, and approve submitted timesheets before they are posted to your Vision database.

  • The Expense Report application is an expense tracking tool that allows your to enter your own expense reports and submit them for processing. Certain Expense Report users are given System, Company, or Group access to the Expense Report application. These users can review, edit, and approve submitted expense reports before they are posted to your Vision database.

Timesheet and Expense Report data entry transactions processed using the Vision Time and Expense application are separate and distinct from Timesheet and Expense Report data entry transactions processed using the Vision Transaction Center.

Before you can begin using either the Timesheet or Expense Report applications, your system administrator must configure processing options in Configuration > Time & Expense.

Multicompany and Intercompany Billing

If you are using the Multicompany feature and using Intercompany Billing, you can share employee resources among companies while maintaining accounting for both labor and expense charges associated with shared work efforts.

  • Labor Charges — For example, an employee from one company can charge time to another company's project, phase, or task on his or her timesheet.

  • Expense Charges — Similarly, the employee can charge travel, meals, and other expenses to another company's project on his or her expense report.

You can also configure Vision to use detailed subledgers, which makes it possible for you to generate intercompany invoices and accounts payable vouchers.

Employees and Multicompany

The ability to associate an employee with multiple companies impacts timesheet and expense report transactions. When an employee is associated with multiple companies, the following applies:
  • An employee's timesheet and expense report transactions are only processed for the record that belongs to the active company.
  • If an employee has a time or expense record in another company, it is necessary to first change companies so that the other company is active before accessing or processing a timesheet or payment.
  • If an employee's Status is set to Terminated on the General tab in the Employee Info Center, the timesheet can be opened but not edited.

See the Time and Expense Transactions and Multiple Companies online help topic for more information.

Related Topics:

  • Time and Expense Lookups
    You can access lookups in the Time and Expense application to make it easier to enter timesheet and expense report data.
  • Time and Expense and Multicompany
    When you enable the Multicompany feature, you use the Home Company field on the General tab of the Employee Info Center to assign an employee to a home company.
  • Timesheet Overview
    Use the Timesheet application to enter your labor charges for the labor period.
  • Timesheet Line Item Approval Overview
    The Timesheet Line Item Approval form enables principals, project managers, and/or supervisors to review and then approve or reject individual labor charges for their projects. They only see time charged to their individual projects, not actual employee timesheets.
  • Expense Report Overview
    Use the Vision Expense Report application to enter your expenses and associate them with specific projects and accounts.
  • Expense Report Line Item Approval Overview
    The Expense Report Line Item Approval feature enables principals, project managers, and/or supervisors to review, and then approve or reject, individual expense charges for their projects. They only see expenses charged to their projects, not actual employee expense reports.
  • Absence Requests Overview
    Use the Absence Requests application to enter, submit, approve, and reject employee absence requests for time off from work.
Parent Topic: Welcome to the Deltek Vision Help System