Edit Company Activity Settings

To use the Activities submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To edit the settings of a company activity:

  1. On the main toolbar, click Settings .
  2. In the left pane of the Settings screen, click Price Lists & Activities > Activities.
  3. In the subgrid of the Global Activity Settings tab, highlight the company activity you want to edit the settings of and then select or unselect the checkbox of the following:
    • Allow Time Entry: Use this to allow time entry for the global activity.
    • Allow Expense Entry: Use this to allow expense entry for the global activity.
    • Allow Material Entry: Use this to allow material entry for the global activity.
    • Allow Mileage Entry: Use this to allow mileage entry for the global activity.
    • Time Entry is Billable: Use this to indicate that the time entry of the global activity is billable.
    • Allow for Account Invoicing: Use this to allow account invoicing on the global activity.
    • Travel Time: copy to follow