The following information describes the fields available on the Expense Fee Schedule screen:
Key Fields
These fields set the criteria for the data being entered or reviewed.
Schedule
ID:
The Expense Fee Schedule ID must be unique. From the drop-down menu, select
the Expense Fee Schedule you want to review. When planning your schedule
ID structure, keep in mind ease of recall, what the ID should communicate,
and other factors. You can also create IDs with mixed case. Click the
Name and ID headers to sort the ID and Name in the Schedule ID drop-down
list. Different sort orders are offered for the drop-down list and will
be remembered the next time the expense fee schedule is opened. The sort
orders options are made available to ease the EFS task. For example, a
user might remember a expense fee schedule name rather than its ID, sorting
the EFS drop-down list by name will make it easier for you to select the
appropriate expense fee schedule for a project.
Description:
It gives the description of the EFS created. It is an editable field and
hence users can modify the description of the schedule. The field size
should not exceed 35 characters.
Status:
Status of the fee schedule-Active or Inactive. Click to select the proper
status from the list. Changing schedule status to Inactive does not delete
the schedule. However, Inactive fee schedules do not display on drop-down
lists on Project screen.
Expense Fee Schedule Grid
The grid is your guide to the expense items related to EFS. It is a series of rows and columns. Each row is a separate expense record. Depending on the selection made in Schedule ID field, details of the specific EFS are displayed in the grid. Click the column headings to sort the columns in the grid. Entries displayed on the grid cannot be edited in the grid but rather in the data entry section of Add EFS Item screen.
Click Edit 
to open
the Add
EFS Item screen where you can edit the line item of the selected
EFS.
Click Delete 
adjacent
to the line item you want to remove.
Grid details are carried
from the Add
EFS Item screen.
Expense Fee Schedule Button Panel
Search Item 
:
Helps you to search for a specific employee
or vendor in a quick, robust way. To refine your search, use any
of the listed parameters in the read only grid, like, Employee ID, Employee
Group ID, Expense ID or Expense Group ID. Click the column headings to
search on the basis of the selected column. Enter the keyword for the
search in the textbox and then click
to display the results in the grid.
Help:
Opens the Web
Suite Help
in the Expense Fee Schedule section.
Print:
Opens the corresponding report that enables you to print, preview
or cancel the report.
Attachments:
Click to open the Attachments screen where you can attach one or more files to the EFS. The text link also displays the number of files being attached to the record. The attached files will be copied to the shared file attachment folder as specified by your Admin.
Options:
Employee/Expense Filter:
Click to open the Employee or Expense Filter screen where you can select employees and expenses that should be displayed in the drop-down lists.
Filters On/Off:
Select the option if you want to apply the filters settings for this screen.
Assign:
Click to assign the EFS item to a project.
New EFS:
Enables you to create a new Expense Fee Schedule using the new dialog box.
Del EFS:
Delete the
entire EFS currently selected on the screen.
New:
Opens the Add EFS Item screen enabling you to add a new row or record to the schedule.
Close:
Closes the Expense Fee Schedule screen and takes you to the home page of
Web Suite.