Preferences—Time & Expense Tab

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Use the options on this tab to set up default system-wide time and expense settings.

 

Time Entry

 

After saving an entry, resume back in Add New mode:

Enables you to resume the Add New mode where you can make new time entries. You do not have to click the New button.

 

Show Tax 1/2/3 field for time entry:

This option enables you to show or hide the tax fields (Tax 1/2/3) in the time entry screen. These options will be unavailable if set so from the server program.

 

Automatically Set Start Time:

You can choose to let Web Suite automatically fill the start time of an entry, as specified in the Default Start Time field. By default, the start time of an entry will be the stop time of the previous entry but for the same date.

 

Default Start Time:

This is the default value set for the start time of a time entry. It pre-fills the Started field in the grid.

 

Default Stop Time:

This is the default value set for the end time of a time entry. It pre-fills the Stopped field in the grid.

 

Show Start and Stop Time:

Check this option to show the Start Time/Stop Time fields in the time entry screen. You can make time entries using these fields, the time duration is calculated automatically.

 

Show Custom 1/2/3/4/5/6 field for time entry:

This option enables you to show or hide the custom fields (Custom 1/2/3/4/5/6) in the Sheet View screen. These options will be unavailable if set so from the server program.

 

Default Appointment View:

You can select the preferred view for the Appointments screen in Web Suite. This will determine how the calendar displays by default. The options include Month, Basic Week, Basic Day, Agenda Week and Agenda Day.

 

Expense Entry

 

After saving an entry, resume in Add New mode:

Enables you to resume the Add New mode where you can make new time entries. You do not have to click the New button.

 

Show Tax 1/2/3 field for expense entry:

This option enables you to show or hide the tax fields (Tax 1/2/3) in the Expense Log screen. These options will be unavailable if set so from the server program.

 

Show Custom 1/2/3/4/5/6 field for expense entry:

This option enables you to show or hide the other fields (Custom 1/2/3/4/5/6) in the Expense Log screen. These options will be unavailable if set so from the server program.

 

Time/Expense

 

Auto-fill Simple TE/EL with recently used. . .Projects:

Select the rule to retrieve the details of projects recently worked on. The number of projects retrieved depends on the selection made in the Projects drop-down list which ranges from 5 to 50. It affects Simple Time Card and Simple Expense Log only.

 

Default to current week in Simple Time Card and Simple Expense Log screens:

When selected, displays the current week in the Simple Time Card and Expense Log screens. If not selected, Web Suite saves the date settings that were used the last time this screen was accessed by the user.