Limit time off requests to specific projects, tasks, and time types
Restrict the projects, tasks, and time types that appear on the time off request form

Approve or reject multiple time entries on a timesheet in one action
Select multiple time entries to approve or reject via radio button.

Default form field values for new timesheets
Set form default values when creating new timesheets.

Details ...


Additional flexibility when creating conditional form permission rules
Create conditional form permission rules leveraging other tables related to existing fields on the form.

Allow for multi-week scheduling
Specify a different number of hours to work per week for multiple weeks.

Additional "clear filters" options in list views
Allow users to clear column filters and advanced filters separately in list views.

Details ...


Enhanced reporting on proxy usage for timesheets and expenses
Identify proxy users for approvals and submissions for time and expenses.

Report on more than 31 days when reporting on daily time periods
Extend the limit of the number of days when reporting on daily period in summary reports.

Additional date option for currency conversions in detail reports
Select 'Today' as foreign currency conversion date in detail reports.

Details ...






Limit time off requests to specific projects, tasks, and time types
Time off requests can be logged in different ways, depending on corporate policy. Typically, an internal project and/or task is created specifically for selection when creating the time off request. All projects and tasks available for a user to select when completing a timesheet would also be available for requesting time off. With this release, specific projects and tasks can now be designated specifically for time off requests. This ensures that employees create PTO requests against the correct internal projects (and not billable projects). If necessary, time types may also be restricted. Once a project or task has been selected, users will only see only these items on the time off request form.

How to select specific projects, tasks, or time types for time off requests:

1. Users with the appropriate role privileges navigate to Administration > Application Settings > Timesheets Settings > Time off request layout.
2. Under the "Limit lists that appear on form" section, specify the projects, tasks, and/or time types that should appear when users create a new PTO request.
3. Click Save.

1. Navigate to Timesheets > Timesheets > Submitted > [select a submitted timesheet] > Timesheet report.
2. Select the appropriate actions for each time entry. If selecting "reject", provide the rejection reason in the "Reason:" text box.
3. Click the "Approve/Reject Items" button to apply all the selections in one action.

1. Users with the appropriate role privileges click on the "Set form default values" link in the tips section at the bottom of the New timesheet form.
2. Use the dropdown to select a role.
3. Enter the default information. Click Save.
4. Once default values are defined, users will see them when creating new timesheets.

1. Navigate to Expenses > Envelopes > Open. Select an Envelope and New > Receipt. In the "Hints" section, click on the "Modify the form permissions" link.
2. Scroll down to "Permission rules" and click "Create." "Create a new rule" pop-up window displays.
3. Type a "Rule name."
4. Define the conditions. Using the example above, in the Define conditions section, select "Project: Project stage" in the first dropdown, "equal to" in the second, and "Proposed" in the third.
5. Select the "Perform action." In this example, select "Require".
6. Select the fields to require from the "Available fields" drop-down list and click "Add selected items." In this example, select "Notes/Guests" and click Save.

1. Navigate to Administration > Global Settings > Organization > Work schedules. Select a work schedule or create a new one.
2. If necessary, in the Work hours per day section, enter the appropriate number of hours for each day.
3. To add a week, click on the "Add week" link. Enter the appropriate number of hours for that week. Enter a sample date to identify an example week that is affected by this weekly schedule. This date will be used to designate which weeks will be associated with what week in the schedule.
4. Add additional weeks if necessary.
5. To associate this work schedule with a user, navigate to Administration > Global Settings > Users > [select a user] > Schedule.
6. Select this work schedule under the "This user is associated with the following company work schedule" dropdown and Save.

1. Navigate to Administration > Global Settings > Users > [select a user] > Schedule.
2. Select the radio button "Use this user-specific work schedule:", check the appropriate work days, and specify the number of hours to work per day.
3. To add a week, click on the "Add week" link. Enter the appropriate number of hours for that week.
4. Add additional weeks if necessary.
5. Click Save.

1. Users with the appropriate role privileges navigate to Reports > Detail > Timesheets or Expense reports.
2. Select the Date range.
3. Under "Options" for "Report layout," click "Create."
4. Highlight selections for "Approved by", "Proxy approver", "Proxy submitter", "Standard approver", and "Standard approver email address".
5. Click "Add selected items" and click OK.
6. Run the report.
7. Note: There is a one-to-one relationship between the name displayed in the Approved by column and the name displayed in the Proxy approver column. A blank space in the Proxy approver column signifies that a proxy did not occur for that line of approval.

1. Navigate to Reports > Details. Select a report that contains at least one money report value (i.e. Invoices detail report, charge detail report, etc.).
2. In the "Date to use" dropdown, select 'Today'. Any report value that requires a foreign exchange conversion will use that date as the exchange rate date. This date will also dictate the date used for the currency conversion of user loaded costs for any cost reporting value.
3. Configure the rest of the report and Run the report.