Getting Started
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.
Tips:
NEW 4.9.7All users will be unable to enter transactions on or before the nominated 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 |
|
|
Use Timesheet Approvals
Check this box to activate timesheet approvals. Select the date for which approvals should be commenced. The activation date can be set to be a date that is after the last timesheet transaction entered in the system.
The approvals function will send all timesheets to a nominated manager for approval. An approval wizard is used to review daily timesheets where any item can be declined, with a note being sent to the staff member to update the timesheet, which then returns to the manager for final approval.
Use Expense Approvals
Check this box to activate expense approvals. Select the date for which approvals should be commenced. Activation date will be the day after the latest expense transaction in the system.
The approvals function will send all staff expenses to a nominated manager for approval. An approval wizard is used to review expenses where any item can be declined, with a note being sent to the staff member to update the expense, which then returns to the manager for final approval.
Reason codes are required when writing off transactions
Check this box to make entering reason codes mandatory when completing a WIP Write Off for a Project. NEW 4.8
Use reason codes for all WIP write off's to track extra data for reporting as to why this WIP was not invoiced for the project. Click here to learn more about WIP Write Off's.
Allow overtime rates
System wide setting that enables the use of overtime. Ensure overtime rates are set up and assigned to relevant staff. If you don't need staff to indicate any part of the day as overtime, it's recommended to turn this setting off.
Show timesheet history for quick data entry
As timesheets are entered previous days can be displayed for easy data entry.
Auto Save Timesheet
As entries are entered in the weekly view, upon pressing Enter, the entry is saved.
Use start/end time entry
Timesheet entries can be calculated using a method called start and end times. The first entry for the day will start at the nominated time in System settings and upon entering the end time, the duration or total hours for the timesheet entry will be calculated.
The next entry will then automatically start at the end time of the previous entry.
weekly timesheet entry is not available when using
Start and End times
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.
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.
Tip: Only a custom Timesheet Report or Staff Timesheet Week View report will appear in the Timesheet report drop down list. Only a custom Staff Expenses or Staff Expenses Reimbursement report will appear in the Expense report drop down list.
Looking for more help? Try reviewing the following topics: View Topics
© 2019 Total Synergy Pty Ltd
