Changing Configuration Options
Timesheets may be customized to a certain extent by modifying the
many
configuration options. The configuration options are changed in the
configuration screen. To change Timesheets Web configuration
options click the Configuration link at the top of the page.
The
options are split up into seven different sections: General Options,
Time
Interval Options, Reporting Options, Timesheet Options, Default
Timesheet Options, Term Options and E-Mail options.
General Options
The General Options section is
for setting program and data options.
This is what the General Options
section looks like.
IDs in First Column
If this box is not checked,
pull-down lists will show the description in the first column instead
of the ID field.
Limit Projects by Employee
If
this box is checked, employees will be able to bill time only to
projects that have been assigned to them. Projects are assigned to
employees in the Manage Employee Projects screen.
Limit Tasks by Employee
If
this box is checked, employees will be able to bill time only to tasks
that have been assigned to them. Tasks are assigned to employees in the
Manage Employee Tasks screen.
Minimum Billing Increment
The
value in this box indicates the minimum amount of time in hours that
should be charged. For example, a minimum billing increment of 0.50
would mean you could not bill less than half an hour to a project.
Language
Indicates the language useed for the program captions.
Allow users to change accounts
If checked, ordinary users can view and edit account types.
Time Interval Options
The Interval Options section is for setting time interval options.
This is what the Interval Options section looks like.
Hours Per Week
This indicates how many hours per week your normal work week has.
Maximum Hours Per Week
This
indicates the maximum hours per week as employee can charge to a
timesheet. If an employee attempt to submit a timesheet that goes over
this limit they will see a warning. Leave the value at 0 to ignore. If
the Enforce box is checked, the timesheet cannot be submitted.
Hours Per Day
This indicates how many hours per day your normal work day has. Enter a
value of 0 to ignore.
Maximum Sick Days Per Year
This indicates the maximum number of sick days an employee can log.
Enter a value of 0 to ignore.
Report Options
This is what the Report Options section looks like.
Round report totals
Use to round timesheet report totals either up or down. If you don't
want to do rounding, choose None.
Round Time By
This
number indicates how time totals on the time sheet reports should be
rounded. For example, a round time of 0.25 rounds all totals to the
nearest quarter hour. A round time of 0.001 will not affect the totals
at all.
Invoice Prefix
The
optional invoice prefix is a one to six character value that is
appended to every four-digit invoice number. This value is used for
invoice reports. When you change this value, you must ensure that new
invoices will always sort alphabetically at the bottom of the Invoices
table.
Timesheet Options
This is what the Timesheet
Options section looks like.
Week Start
Indicates on which day the week
starts. Used for the reports to default to first day of the week.
Allow Past Entry for X Weeks
The value in this box indicates
the maximum number of previous weeks that employees can enter time for.
Timesheet rows
The value in this box indicates
the number of rows that will be seen on the timesheet grid on the main
screen.
Timesheet Entry Period
Indicates which date period format the timesheet grid on the main
screen will have: daily, weekly, bi-weekly or monthly.
Managers can Approve Timesheets
If checked, managers can approve
timesheets just like administrators.
No Holidays On Weekends
If checked, holiday hours will
not be added to timesheets if they fall on Saturday or Sunday.
Force Client
If this option is checked, you
must enter a client name for each timesheet entry before you can save
the timesheet.
Force Project
If this option is checked, you
must enter a Project for each timesheet entry before you can save the
timesheet.
Force Task
If this option is checked, you
must enter a Task for each timesheet entry before you can save the
timesheet.
Force Phase
If this option is checked, you must enter a phase name for each
timesheet entry before you can save the timesheet.
Force Action
If this option is checked, you must enter an action name for each
timesheet entry before you can save the timesheet.
Hide Client Column
If checked, the Client column
will not be visible on the timesheet entry form.
Hide Project Column
If checked, the Project column
will not be visible on the timesheet entry form.
Hide Task Column
If checked, the Task column will
not be visible on the timesheet entry form.
Hide Phase Column
If checked, the Phase column
will not be visible on the timesheet entry form.
Hide Action Column
If checked, the Action column
will not be visible on the timesheet entry form.
Hide Comments Column
If checked, the Comments column
will not be visible on the timesheet entry form.
Default Timesheet Options
The
Default Timesheet Options tab is used to configure a default timesheet.
The default timesheet is used when entering a new timesheet in the
Timesheet Entry Screen. Any Clients, Projects, Tasks and comments
entered in the default timesheet will show up instead of a blank
timesheet.
This is what the Default Timesheet Options section looks like.
Default to Previous Week's Timesheet
If checked, new timesheets will default to show the project list used
for the employee's previous week timesheet.
Include Previous Data
If Checked, new timesheets will default to show the project data used
for the employee's previous week timesheet.
Term Options
Timesheets
uses the following terms: Employee, Client, Project, Task, Action and
Phase. These
terms are used throughout the program to breakup individual projects.
If you would rather use different terms than these, you can use this
form to change the names to anything you desire.
In this case Employee was changed to Staff, Client was changed to
Customer, Project was changed to Account and Task was changed to Job
Code.
To revert to the original terms, click the Restore Defaults button.
E-Mail Options
This is what the E-mail
configuration tab looks like.
SMTP Server options
Send e-mail reminders for late
timesheets
If
checked, e-mail reminders will be sent out to users that have not
entered their previous week's timesheet. Managers will also be alerted
to timesheets that have not yet been submitted.
Send e-mail on approved timesheet
If checked, an e-mail notification will be sent out to users that have
had their timesheet approved.
Use MAPI to send e-mails
If checked all e-mail will be sent using your default MAPI compliant
mail program.
Use Password Authentication
Check this box if your mail server requires password notification
before sending mail.
Authentication Login ID
Enter your SMTP authentication loginID here.
Authentication Password
Enter your SMTP authentication password here.
SMTP Mail Host
This
is the SMTP mail host used on your network. Usually it is mail, but
enter whatever you enter for configuring other mail programs. If this
option is not entered correctly, the e-mail features will not work.
Default From E-Mail Address
The e-mail address here will show by default in the from field of any
e-mails sent to clients or others.
When you have finished changing the options to suit your needs press
the OK button to save your changes.