Time and Expenses Tab

Time and expenses tab - System settings

Learn how to use the Time and Expenses Tab within System Settings. There are many preferences available to turn certain features off and on for your staff.

Who Can Use It?	Where Is It?
System Administrator	Tools menu > System Settings > Time and Expenses tab

Tips:

Before turning on approvals for time or expenses please read our help file or call a services consultant first.
When System Settings is closed (or you press cancel to exit the screen) then all the open Timesheets windows will also be closed. This is done to ensure and changes made within are applied to the Time and Expense functions.

Want to stop users seeing the 'unallocated costs' sub project in WIP transfer? Then turn off all the unallocated costs options in this settings tab, and the staff will not be able to see this placeholder sub project. NEW 4.9.7

Time and Expense lock date

You can still

You can no longer

Do a WIP transfer

Do a WIP write off

Change the transaction note

Delete the entry

Edit the entry

Add new entries

Copy timesheet

Approvals and write offs

Timesheets

Using unallocated costs

There is a setting under timesheets, cash and travel expenses, expense (invoices/bills) and expenses (office items) to allow the use of the 'Unallocated costs' sub project for new transactions.

This is a generic sub project with no fee type, to allow staff to allocate time to a sub project should there not be any place to allocate their time to. An Alert can be issued to Project managers when someone allocates time to it.

Time and Expense Reports

This setting controls what report will be run in the function Timesheets or Expenses, when selecting the Print report icon.

NEW 4.8

Use the drop down list to select which report will be the default report for all Synergy users. Set your default report to be a Synergy report, or a report that you have customised.