Create and Manage a register of External Companies Background The process below describes how to create and manage the register of external companies. Process 1) Click ORG 2) Under ORG click Companies Click on picture to enlarge 3) Before adding a new company to the register check that it doesn’t already exist by filtering the Read More …

Manage Expense Types Background The process below describes how to manage multiple expense types (Masters) and their detail data. A company may require multiple expense types to manage various EBA (Enterprise Bargaining Agreements) or in country requirements such as USA vs Australia for each user recording time or expense data. Process 1) Click Time Material Read More …

Create and Manage Internal and External Company Contacts Background The process below describes how to manage internal and external contacts within the system Process 1) Click ORG 2) Under “Member” Contacts or External Contacts click Contact List Note – If you choose the “Member” Contact list menu item instead of external the company drop down Read More …

Create and Manage Member Company Profit Centres Background The process below describes how to manage your member company profit centre (PC). PC’s are linked to projects and also users. Allowing managers to run full reports for a profit centre’s assigned users such as timesheets or revenues by associated projects. Definition – a profit center is Read More …

Create and Manage Company Positions Background The process below describes how to manage company positions. Noting that positions are not the same as a billing classifications. Example, an employee may have a position as a Regional Manager of the Northern Territories, but classified as a Senior Project Manager for the purpose of billing. Process 1) Read More …

Create and Manage Company Billing Classifications Background The process below describes how to manage company billing classifications. The classifications are used to apply rates to timesheet entries (in addition to Expense Types). Process 1) Click ORG 2) Under “Member” Contacts or External Contacts click Billing Classifications Click on picture to enlarge 3) Check the billing Read More …

Create and Manage Internal and External Company Departments Background The process below describes how to manage internal and external departments Process 1) Click ORG 2) Under “Member” Contacts or External Contacts click Departments Click on picture to enlarge 3) Check the department doesn’t exist by filtering grid on either code or title. 4) Add, edit, Read More …