Timesheet and Expense Claims Settings

Find this screen

Open: Project Accounting > Utilities > System Setup > View Timesheet and Expense Claims Settings.

If the settings are currently being accessed by another user, you will not be able to edit them, but you can view the settings without making any changes.

Enter timesheet and expense claims settings

Open: Project Accounting > Utilities > System Setup > Timesheet and Expense Claims Settings.

  • Use the Timesheets tab to set your timesheet entry settings, or control how cost, charge and pay rates are displayed.

  • Use the Expense Claims tab to set your expense claim entry settings.

  • Use the Terminology tab to change the terms used in timesheet and expense entry windows.

  • Use the Financials tab to set up timesheet and expense integration with Financials The Financials modules in Sage 200 are Sales Ledger, Purchase Ledger, Nominal Ledger and Cash Book. (Nominal Ledger).

  • Use the Project Accounting tab to set up timesheet and expense integration with Project Accounting.

  • Use the Payroll tab to set up timesheet integration with Sage Payroll.

See also

Steps in this task

Timesheet entry settings

Expense claims entry settings

Set terminology for timesheets and expense claims

Financials integration settings for timesheets and expense claims

Project Accounting integration settings for timesheets and expense claims

Payroll integration settings for timesheet and expense claims

Other tasks

Create or edit a resource record

Set up a resource hierarchy

Set up expense claim categories and items