Edit a Timesheet Special Category

You can edit the information for a timesheet special category. If the category is in use in the Timesheet application, you should re-save all unposted timesheets to ensure that the timesheet entries are charged to the appropriate category when you post the timesheets.

To edit a timesheet special category, 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 an employee group or select All Groups on the lookup.
    To use Quick Find In the Search field, enter all or part of an employee group name and press ENTER, or enter All Groups and press ENTER.
    The only employee groups available for selection are those groups in the active company for which you have already set up special categories. When you select a group, Vision displays the associated special categories in the grid. If you select all groups, all special timesheet categories display.
  3. In the grid, click the row that contains the timesheet special category that you want to edit.
  4. On the grid toolbar, click Edit. Vision opens the Special Categories dialog box, which displays details for the selected category.
  5. Edit the timesheet special category information and click OK on the dialog box to return to the Timesheet Special Categories form.
  6. Click Save.