Validation Tab

Use the Validation tab to perform validation checks and view validation records.

Columns

Column Description
This column enables you to go to the area where the validation issue was detected so you can resolve it. You can click the following buttons to take you to the corresponding WorkBook area:
  • Setup Tab
  • Company Access Tab
  • Client Access Tab
  • Expense Types Tab
  • Task Card
  • Job Card
Code This column displays the costing code.
Description This column displays the code description, if provided.
Type This column displays the type of validation issue.

For the complete list, see Validation Types and Issues.

Validation Issue This column describes the validation issue associated with the validation type.

For the complete list, see Validation Types and Issues.

Job This column lists the job that is associated with the validation issue.
Note: You can double-click the cell to open the job card.
Task This column lists the task that is associated with the validation issue.
Note: You can double-click the cell to open the task card.

Validation Types and Issues

Validation Type Validation Issue
Client Access
  • Code does not have access to the client the job is on
  • Code does not have access to the client the task is on
  • Code client access is not a subset of its parent
  • Code has access to no clients
Company Access
  • Code does not have access to the company the job is on
  • Code does not have access to the company the task is on
  • Code company access is not a subset of its parent
  • Code has access to no companies
Invalid Data
  • Code used on job does not exist
  • Code used on job is a level 2 code
  • Code used on task does not exist
  • Code is a level 2 code with no parent
  • Code has an invalid parent
  • Code is active, but has an inactive parent
  • Code has a level 2 code as a parent
  • Code is a level 1, but has a parent
  • Code is a level 1, but has not set if it is used on tasks or not
  • Code is a level 2, but has usage on tasks set
  • Code is a level that is not either 1 or 2
  • Code is used on a task, but is not allowed to be used on tasks
  • Code used on task is unrelated to code used on the job
Inactive Code
  • Code used on job is not active
  • Code used on task is not active
Required
  • Code is required to be used on jobs, but has not been set
  • Code is required to be used on tasks, but has not been set
Expense Entry
  • Code has no expense types enabled
  • Code is marked to not allow time entry, but is assigned to a job that has it
  • Code is marked to not allow time entry, but is assigned to a task that has it
  • Code is marked to not allow personal expense, but is assigned to a job that has it
  • Code is marked to not allow personal expense, but is assigned to a task that has it
  • Code is marked to not allow vendor costs, but is assigned to a job that has it
  • Code is marked to not allow vendor costs, but is assigned to a task that has it
  • Code is marked to not allow material expenses, but is assigned to a job that has it
  • Code is marked to not allow material expenses, but is assigned to a task that has it
  • Code is marked to not allow mileage expenses, but is assigned to a job that has it
  • Code is marked to not allow mileage expenses, but is assigned to a task that has it