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Creating Associations

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Creating Timesheet Associations

Menu Item: Accounting/Codes

  1. Login to Hour Timesheet as Admin or Accountant
  2. Navigate to Accounting → Codes sub menu

Creating charge code associations by employee will limit what each user is able to charge to when entering hours on a timesheet. Employees can have multiple charge code associations and charge codes can be assigned to multiple employees. To create charge code associations, follow the steps below:

 

Map/Associate Charge Code Data

  1. Navigate to the Accounting/Codes menu
  2. Click the Create New button
  3. Select the Customer/Job to expand the list of Select Charge Codes. Select from the list the Customer/Job(s) needed for association to employee(s) REQUIRED
  4. Select the Service Item to expand the list of Select Service Items. Select from the list the Service Items needed for association to employee(s) OPTIONAL
  5. Select the Class list to expand the list of Classes. Select from the list the Classes needed for association to employee(s) OPTIONAL
  6. Select the Pay Type to expand the list of Select Pay Type(s). Select from the list the Pay Types needed for association to employee(s) OPTIONAL
  7. Click the Add button

Create New Associations

 

Assign Employee Charge Codes

Creating charge code associations for each employee will limit what the user is able to charge to when entering hours on a timesheet. Employees can have multiple charge code associations and charge codes can be assigned to multiple employees. To create charge code associations, follow the steps below:

  1. Navigate to the Accounting/Codes menu
  2. Place a check in the Available Authorized Charge Code(s) – created in previous setup process.
  3. Select from the Available Employees list the appropriate employees to be associated to the Available Authorized Charge Code(s) from above.
  4. Click the > to move the selected employees from #8 above to the selected employee list box
  5. Click the calendar icon box to select a Start Effective Date and End Effective Date (optional)
  6. Click the Assign button to complete.

NOTE: If no charge code associations are created, employees will have access to all codes.

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