Add a Timesheet Special Category for All Employees

You can set up special labor charge categories that are available to all Timesheet users in the active company.

To add a timesheet special category for all employees, complete the following steps:

  1. From the Vision Navigation menu, click Configuration > Time & Expense > Timesheet Categories.
  2. In the Search field on the Timesheet Special Categories form, select one of the following actions:
    Option Description
    To use the lookup Click and then select [All Groups] on the lookup.
    To use Quick Find In the Search field, enter All Groups and press ENTER.
    Vision displays in the grid the existing timesheet special categories that are set up for all employees in the active company.
  3. On the grid toolbar, click Insert to insert a blank row.
  4. Enter a description, project, and other timesheet special category information in the fields of the new row.
  5. Click Save.