...
- Create Expense/Travel Transactions
Mark this check box if you want to enter expense and travel transactions in the Time Card Entry window. You can choose to reimburse expenses through Payroll or through Accounts Payable.- If reimbursing expenses through Payroll, the transaction will be part of the payroll batch created when the transactions are committed in TimeTrack.
If reimbursing expenses through Accounts Payable, the transaction will be part of an AP batch. In addition, you must also set up a vendor ID for the employee, and assign that vendor ID to the employee in Employee Maintenance Codes. The vendor IDs can be created in the Vendor Maintenance window or in Employee Maintenance Codes window.
Info Creating the vendor IDs in the Vendor Maintenance window
- Set up the employees as vendors in the Vendor Maintenance window (Cards > Purchasing > Vendor). For example, the employee, ALAN FLINT, you could have a vendor record called ALANFLINT.
- Assign the vendor for that employee in the Employee Maintenance Codes window (Microsoft Dynamics GP > Tools > Setup > Job Cost > Payroll Setup > Employee Codes).
Creating the vendor IDs in the Employee Maintenance Codes window
- Open the Employee Maintenance Codes window (Microsoft Dynamics GP > Tools > Setup > Job Cost > Payroll Setup > Employee Codes) and select an employee.
- Enter a new Vendor ID for this employee and tab off the field or choose Save.
- When you are prompted to add this vendor record, choose Add.
Enter the name of the Employee and any other relevant information in Vendor Maintenance. Save and close.
Note Remember that whatever appears in the Check Name field is how the name will appear on the checks.
- Save the Employee Maintenance Codes window.
- Create U.S. Payroll Transactions for Workorders
Mark this check box if you are using Microsoft Dynamics GP Payroll and want to automatically create U.S. Payroll transactions for workorders upon committing. This option is enabled if the Integrate to Equipment Management Workorders check box is marked. - Calculate Overhead for Unbilled Transactions
Mark this check box if you want the costs for unbilled transactions entered in TimeTrack to include overhead in the total cost amount. This option is enabled if the Create a Journal Entry for Unbilled Transactions check box is marked. Unbilled labor transactions entered in TimeTrack use the overhead group code from Job Cost to calculate overhead amounts. See Setting up overhead detail codes and Setting up overhead group codes in the Job Cost User Manual. If the Integrate to Canadian Payroll check box is marked, only the dollar amount for overhead is sent to the general ledger. When the option is not marked, the overhead amount and wage amount are sent to the general ledger account. - Total Cost Display Excludes Overhead
Mark this check box to exclude overhead from the total cost in the Time Card Entry window and on the edit list reports. - Total Cost Display is Hidden
Mark this check box to display zero in the Total Cost field in the Time Card Entry window. Marking this check box also hides the Cost column in the list view section of the Time Card Entry window. - Subsequent Transactions Begin at Employee ID Field
Mark this check box to automatically begin on an Employee ID field for transaction windows. This allows for convenient selection of a new employee. This works only for entering multiple transactions in the same session, without closing the Time Card Entry window. - Do Not Refresh List View Window after Save
When using the Premier version of TimeTrack or in situations where there is a large amount of data being entered, refreshing the list view section after a save may be time consuming. Mark this check box to eliminate the automatic refresh in the Time Card Entry window, although the hours will still update. You can also manually refresh the window by choosing the Redisplay button. - Do Not Save List View Column Settings
Mark this check box to use the default system settings every time the Time Card Entry window is opened. If you do not mark this check box, any changes to the window properties (column order, column size, and sort order) will be saved when you exit the window. - Maintain History
Mark this check box if you want to maintain a history of committed TimeTrack transactions. See Using TimeTrack history for more information. - Use Average Salary Labor Rate
Mark this check box if you want to enter salary labor transactions. Restrict employee access in eTimeTrack for current user
Mark this check box if you want to restrict access in eTimeTrack so that the current user can only enter his/her own hours, not the hours for other employees. You may leave the check box unmarked if you have one office administrator entering times in eTimeTrack for all field employees.Note This check box is no longer used. eTimeTrack has been deprecated with the Signature 2018
R4R3 release.
- Require Batch Approval
Mark this check box if you want to require approval for a TimeTrack batch to be committed. If you mark the check box, enter a password for approving batches in the Password field. This password will always display when the Setup Options window is opened. If you do not want all users to see the password, you could restrict access to the Setup Options window using Microsoft Dynamics GP window-level security. - Default Transaction Type
Use the lookup to select the default transaction type for the Time Card Entry window. If you do not choose a default, the Job Cost type will default the first time the window is opened. Each subsequent transaction defaults to the transaction type of the previous transaction. The WO-EQS transaction type is used for Equipment Management workorder transactions. - Require Manager Approval
This option enables the manager approval feature, which requires that time cards be approved before they can be committed. Refer to Manager approval of time card transactions for more information about setting up and using this feature. - The E-mail Notification check boxes are enabled when the manager approval feature is turned on.