Time and Expense Settings in the Time and Expense tab of the Universal Tracking Application (UTA)/module Configuration Settings configure time tracking and expense logging.
Time and Expense Settings
Time and Expense Settings control fields, statuses, billing behavior, and display options for time and expense item records.
| Setting | Description |
|---|---|
| Custom Fields | Create and manage custom fields on time and expense item records. |
| Statuses | Define lifecycle statuses for time and expense items. |
| List Views/Search Filters | Configure the columns, sorting, and filters for the Time and Expense list view. |
| Time Codes | Configure time codes used to categorize billable and non-billable time entries. |
| Import Time and Expense Items | Bulk-import time and expense records. |
| Time Entry Billing Hour Unit | Sets the minimum time increment for entries. Options are 30 minutes, 15 minutes, 10 minutes, 6 minutes, or 3 minutes. |
| Level 1 Preferred Rate Field | Maps a Level 1 custom field as the preferred billing rate source for timesheet entries against that record. |
| Enable Timesheets in User Profile | Displays a timesheet tab on the user's profile. Set a custom Tab Name. |
| Enable Invoiced Timesheets in External Record Profile | Displays invoiced timesheets on the company profile. Set a custom Tab Name. |
| Enable Uninvoiced Timesheets in External Record Profile | Displays uninvoiced timesheets on the company profile. Set a custom Tab Name. |
| Enable General Timesheets in External Record Profile | Displays all timesheets against a company on their profile. Set a custom Tab Name. |
| Enable Billing Level | Activates a billing tier system for users. Reveals Import Billing Level and Billing Level Description configuration. |
| Enable Contact Activity Billing | Enables billing based on contact activity records. |
| Disable Time Entry from Level 1 | Removes the time entry tab from Level 1 record views. |
Timesheet Manager Role
Timesheet Manager Role selects the system roles that can manage timesheets for all users within this UTA/module, including view, edit, and approve permissions.
User Timesheet Access Role
User Timesheet Access Role selects the system roles that can access their own timesheet records.
External Record Timesheet Access Category
External Record Timesheet Access Category selects the organization categories (external record types) whose associated timesheets are visible on the External Record profile tab.
Level 1 Statuses Available to Timesheet
Level 1 Statuses Available to Timesheet selects which Level 1 record statuses allow time and expense entries to be logged against them. Timesheet entries can only be submitted against records in the selected statuses.