How to Configure Timesheets

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Overview

  • In this article we’ll explain how to configure Timesheets.

Setup Distance Allowance

  1. Open the Main Menu and scroll down to CONFIGURE.
  2. Click Settings.
  3. Input a value in Distance Allowance (m). This is the distance a user can start and finish a Task/Quote/Job from a certain location (in metres).

Setup Timesheet Tasks

  1. Open the Main Menu and scroll down to CONFIGURE.
  2. Click Selection Lists.
  3. Scroll down to TASKCAT and click Edit.
  4. Tick Timesheet Task for all task categories that you would like users to enter Timesheets for (Example: Lunch, Travel, etc).

Configure Timesheet Admin Users

  1. Open the Main Menu and scroll down to CONFIGURE.
  2. Click Users.
  3. Select a user and click Edit.
  4. Tick Timesheet Administrator under the Security tab.

These users will be able to View/Edit Timesheets.

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