Charge Favorites Tab of the Employee Information Screen

Use the Charge Favorites tab of the Employee Information screen to set up a list of charge favorites for individual employees.

Note:

The Charge Favorites tab is enabled only if Time & Expense is configured to provide direct lookups from Costpoint.

Table Window

Existing charge favorites display in the non-editable table window. Use the Add Favorite, Edit Favorite, and Delete Favorite functions to add, edit, or delete charge favorites.

Field	Description
Costpoint Company	Costpoint Company only appears if your system is configured for multicompany Costpoint and UDT06, UDT07, or both are being used. Select the Costpoint company name that you want to associate with the UDT06 or UDT07 for the charge favorite. If you select None in Costpoint Company, you cannot specify a UDT06 or UDT07 for the favorite.
Charge codes	In the remaining fields, click the Lookup button to the right of each field and select the appropriate charge code for each. (If you know the charge code, you can also type it in the field.) If Costpoint Company is available, you must specify a Costpoint company before you can make entries in UDT06 or UDT07. Also, to make an entry in UDT07, you must first make an entry in UDT02.
Override Description	Based on the charge codes you select, Time & Expense with ESS displays a default description for the favorite in Override Description. If you want a different description, type it in Override Description in place of the default.
Auto Load	Select the Auto Load check box if you want the favorite to be selected automatically when the employee creates a new timesheet. If you later need to change this setting, you can do so using the check box in the Load column in the table on the Charge Favorites tab, as well as in the Edit Charge Favorite dialog box.
Holiday	Select the Holiday check box if the favorite is for holiday time. If you later need to change this setting, you can do so using the check box in the Holiday column in the table on the Charge Favorites tab, as well as in the Edit Charge Favorite dialog box.
Leave	Select the Leave check box if the favorite is for scheduled leave time. If you later need to change this setting, you can do so using the check box in the Leave column in the table on the Charge Favorites tab, as well as in the Edit Charge Favorite dialog box.
Delete Charge Favorite	To remove a favorite from the employee's list, select the check box at the beginning of the row for that favorite and click Delete Favorite.