Time processing categories Accountants Enterprise with Practice Manager only
The Time Processing Category is a period for which bills and timesheets can be posted. Examples of categories are: Daily Weekly Fortnightly Monthly Quarterly.
System administrators create categories and define one for each employee using Maintenance > Time Setup > Time Processing Categories. When you create a timesheet or expense sheet, the system automatically generates a sheet that uses the category pre-defined by your system administrator. The category translates to a time period shown in the Create New Sheet window when you create a timesheet or an expense sheet.
UI Expand |
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title | To set up or edit time processing categories |
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| Select Maintenance
| > Time > Time Setup > Time Processing Categories on the main menu or Maintenance
| > Maintenance > Time > Time Setup > Time Processing Categories.
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The Time Processing Categories page opens. Enter the Description in the first blank row at the top of the table.
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The description is limited to a maximum of 50 alphanumeric characters. Enter the Time Processing Category Type or select one from the drop-down. If required, enter a Note about the highlighted category.
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If the category you are editing has a note attached, the note is displayed in the Notes section and can be edited. Any employees currently using the highlighted category are listed in the Employees section. Press [Enter]
| .To to add more Time Processing Categories. Click OK
| .To to save changes and close the Time Processing Categories page.
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UI Expand |
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title | To delete a time processing category |
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| UI Text Box |
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| You cannot delete a time processing category that is in use. |
Select Maintenance
| > Time > Time Setup > Time Processing Categories on the main menu or Maintenance
| > Maintenance > Time > Time Setup > Time Processing Categories.
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The Time Processing Categories page opens. Click the row containing the time processing category you want to delete. Click
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Image Removed Image Added to highlight the entire row.
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Any employees currently using the highlighted category are listed in the Employees section. Press [Delete].
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A Confirm Delete message is displayed. Click Yes. Click OK
| .To to save changes and close the Time Processing Categories page.
| Related topicsProcessing time setup (AE) Timesheet authorisation mode |