> Set up Sage 200 / Project Accounting / Set up employee timesheet and expense claims / Setting up Self Service

Set up Self Service for timesheets and expense claims

You can also use the Self Service application to enter and authorise timesheets and expense claims.

To set up Self Service

Self Service will use the same settings, resources and hierarchies, and projects that you set up in Project Accounting. As long as a Sage 200 user can enter timesheets and expense claims in Sage 200 Project Accounting, they will also be able to do so using Self Service.

Set up your users

All users of the Self Service application must be set up as Sage 200 users and have the Is Web User option selected in their user properties.

Open: Sage 200 System Administration > Users | General.

Assign timesheets and expense claims features to the relevant roles

Open: Sage 200 System Administration.

Select Roles, right-click a role and select Features.

Assign the relevant features to the role:

Feature	Task
Timesheets > Add Timesheets	Enter timesheets.
Timesheets > Authorise Timesheets	Authorise timesheets.
Expenses > Add Expenses	Enter expense claims.
Expenses > Authorise Expenses	Authorise expense claims.

Set up users for timesheets and expense claims
All users who enter timesheets and expense claims using Self Service must have a Sage 200 user account which is assigned to a resource in Sage 200 Project Accounting.

To set up a user to access Self Service timesheets and expense claims:
1. Create resource records for the users in Project Accounting.
  1. Create a resource record for each user.
  2. On the resource Details tab, link the resource to the user account by setting the Sage 200 user name.
  3. On the resource Defaults tab, specify the Expense Claim payment method.
  4. On the resource Permissions tab, specify whether the resource can amend their cost charge and pay rates.
2. Add the resource to the hierarchy.
3. If you use authorisation, you may also want to set authorisation permissions for the resource.