Time and Expenses
The CPA solution supports time and expense entry for all users, both billable resources and non-billable/internal resources.
Through the use of the Time & Expenses module, you can enter time/expense, manage user-specific settings/preferences, and establish a workflow for your firm as to how time and/or expenses can be submitted and approved/rejected.
The solution supports time entry for both daily time entry submission and weekly time entry submission. You can also create time entries on a daily basis and submit them at the end of the week.
- Related Topics:
- Time and Expenses Workflow
The majority of CPA firms operate with no workflow for time entry; that is, no supervisor or engagement manager approvals are required. - Favorites
The CPA solution includes the concept of favorites for both time and expense entry. - Keep
The CPA solution includes an ability to “keep” your time entries from day to day or week to week. - Proxy Time Entry
The CPA solution supports the concept of proxy time and expense entry. - Choose to Enter Expenses while Entering Time
To create even more efficiency within the module, the time entry within the CPA solution offers you the ability to enter expenses while entering your time. - Get into the Details
With a single click, you can access additional information as it relates to a particular time or expense sheet line. - Reports
The CPA solution provides a number of reports that are embedded within the Time & Expenses workspace, where the system generates a report for the employee of the user who is logged in to the system.
Parent Topic: Front-Office Modules and Key Features