FastTrack360 Version 12 Online Help
How to Create a Timesheet Status
- Max Ciereszko
To create a timesheet status, follow the procedure below:
How to Create a Timesheet Status | ||
|---|---|---|
| Navigate to Interpreter > Maintenance > Timesheet Status. The Timesheet Status Maintenance screen is displayed. | Â |
2. | Click Add. The Timesheet Status Entry screen is displayed. |  |
3. | In the Country field, select the country to which the new timesheet status if it is to be a country other then the one that is selected by default. | Â |
4. | In the Type field, select the status type to which the new timesheet status is to apply. Not Reviewed - indicates that an interpreted timesheet is not released from the Interpreter for payment and billing. Reviewed - Pay Only - indicates that an interpreted timesheet is released from the Interpreter for payment but not for billing. Reviewed - Bill Only - indicates that an interpreted timesheet is released from the Interpreter for billing but not for payment. Reviewed - Pay and Bill - indicates that an interpreted timesheet is released for payment and for billing. | Â |
5. | In the Name field, key in a unique name for the new timesheet status that identifies its purpose. | Â |
6. | If the new timesheet status is to be the default status used when searching for timesheets for its respective country in Interpreter Review, tick the Interpreter Review Search Default field. Only one timesheet status can be flagged as the default search status per country. | Â |
7. | If the new timesheet status is to be the default status that will be applied to interpreted timesheets for its respective country where a status is not assigned to the client who owns the timesheet, tick the Interpreted Timesheet Status Default field. Only one timesheet status can be flagged as the default timesheet status per country. If you tick the Timesheet Status Default field you must also tick the Active field to make the status active (available to be applied to timesheets and Client records) because the default status must be active at all times. | Â |
8. | If you have selected the Not Reviewed option in the Type field at step 4 and you want the new timesheet status is to be the default status that will be applied to interpreted adjustment timesheets for its respective country, tick the Interpreted Adjustment Timesheet Status Default field. Only one timesheet status can be flagged as the default timesheet status for adjustment timesheets per country. If you tick the Interpreted Adjustment Timesheet Status Default field you must also tick the Active field to make the status active (available to be applied to timesheets) because the default status for adjustment timesheets must be active at all times. Â | Â |
9. | In the Sort Order field, key in a number to identify the order in which the new timesheet status is to be listed wherever a list of timesheet statuses is displayed for a user choose from. The lower the number the higher up in the list the status will appear. For example, a value of 1 means the sort order will appear higher in the list then statuses with a value of 2 or 3. | Â |
10. | Click Save. The new timesheet status is saved. |  |
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