Use the Project Accounting settings if you want to post your timesheet and expense transactions to Project Accounting.
Use these settings if you want to include timesheets and expense claims as costs in your projects. However, if you are using timesheet or expense claim functionality for other reasons, for example, to record timesheets or expanse claims for payroll purposes, and you do not want the costs to be included in your projects, then do not select this.
Open: Project Accounting > Utilities > System Setup > Timesheet and Expense Claims Settings | Project Accounting.
Select from the following settings:
If you want to post your timesheet transactions to Project Accounting, specify the Timesheet integration settings:
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Post timesheets to Project Accounting
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Select this if you want to post your timesheets to Project Accounting. Once selected, your timesheets are integrated with your projects. When you enter a timesheet, you must select the project and project item for that timesheet. When your timesheets are posted to Project Accounting, cost transactions for the selected project and project item are created. If this is not selected, projects and project items cannot be selected when entering timesheets. Changing this setting
You can change this at any time if there are no unposted timesheets on the system. This will affect timesheet entry the next time it is used. |
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Post timesheets to Project Accounting automatically |
Select this to post timesheets to Project Accountingautomatically. Once selected, your timesheets will automatically be posted when they are submitted or authorised. If you do not select this setting, you can manually post timesheets to Project Accounting using the Post Timesheets to Project Accounting option. Changing this setting
You can change this at any time. If you select this and there are timesheets waiting to be posted, you will still need to post these manually. |
If you want to post your expense claim transactions to Project Accounting, specify the Expense claim integration settings.
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Post expense claims to Project Accounting
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Select this if you want to post your expense claims to Project Accounting. Once selected, your expense claims are integrated with your projects. When you enter an expense claim, you must select the project and project item for that expense claim. When your expense claims are posted to Project Accounting, cost transactions for the selected project and project item are created. If this is not selected, projects and project items cannot be selected when entering expense claims. Changing this setting
You can change this at any time if there are no unposted expense claims on the system. This will affect expense claim entry the next time it is used. |
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Post expense claims to Project Accounting automatically |
Select this to post expense claims to Project Accounting automatically. Once selected, your expense claims will automatically be posted when they are submitted or authorised. If you do not select this setting, you can manually post expense claims to Project Accounting using the Post expense claims to Project Accounting option. Changing this setting
You can change this at any time. If you select this and there are expense claims waiting to be posted, you will still need to post these manually. |
Steps in this task
Financials integration settings for timesheets and expense claims
Payroll integration settings for timesheet and expense claims
Set terminology for timesheets and expense claims
Other tasks