Set up employee timesheet and expense claims

To process timesheets and expense claims for your employees, you first need to set up each employee as a resource (timesheet user).

Set up Timesheets

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 the Self Service web app 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 the Self Service web app if you want your employees to enter expense claims via a web browser.