Set terminology for timesheets and expense claims
You can set up your timesheets and expense claims to use the same terminology that you use in your business. For example, you can change the name of a timesheet or expense claim, and the new term will be used throughout Sage 200.
These terms are also used for entering timesheets and expenses in the Self Service web app.
Note: There is additional terminology used for projects that is set up separately.
To set your terminology
Open: Project Accounting > Utilities > System Setup > Timesheet and Expense Claims Settings | Terminology.
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Identify resources by
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Use this to choose how you select resources from the lists in the timesheet and expense windows. You can select a resource by their Reference number (works number) or by their Surname. |
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Identify projects and project items by
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Use this to choose how you select projects and project items from lists in the timesheet and expense windows. You can select the items by their Code or Title. |
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Configure Terminology
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Use these to set naming conventions that are familiar to your business. Once set up, they are used throughout Sage 200 on entry windows, enquiries, reports and so on. For example, the user reference you use is actually the employee number, so you want it to be referred to as that. A timesheet may be more usually referred to as a job sheet by your staff. For each Field name, change the Caption to the term that you use in your business. For example, you might call a Timesheet User an employee instead of a resource. Note: Enter the singular version of the term; the plural version will be used automatically where appropriate.
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Click OK to confirm the changes.
Note: You will have to restart Sage 200 before the terminology changes will take effect.