Set up employee timesheet and expense claims

To set up Sage 200 for timesheet entry, you will have to:

• Enter your timesheet settings to:
  • Set options for timesheet entry.
  • Set options to post timesheet transactions to the Financials modules.
  • Adjust the terminology used in expense claims to suit your business.
  • Set options to post timesheet transactions to Project Accounting.
  • Set options to integrate your system with Sage Payroll.
• Create resource records for your users, or import employee records from Payroll.
• Set up cost and charge rates.
• Create a resource hierarchy.
• Set up timesheet authorisation.
• Set project filtering to control which projects a resource can enter timesheets for.
• Set resource filtering to control who can enter timesheets other resources.
• Set up Self Service if you want your employees to enter timesheets via a web browser.

To set up Sage 200 for expense claim entry, you will have to:

• Create resource records for your users, or import employee records from Payroll.
• Enter expense claim settings.
  • Set options for expense claim entry.
  • Adjust the terminology used in expense claims to suit your business.
  • Set options to post expense claims transactions to the Financials modules.
  • Set options to post expense transactions to Project Accounting.
  • Set options to integrate your system with Sage Payroll.
• Set up your expense items and expense categories.
• Set up expense authorisation.
• Set project filtering to control which projects a resource can enter expense claims for.
• Set resource filtering to control who can enter expense claims.
• Set up Self Service if you want your employees to enter expense claims via a web browser.