The PROCAS team is ecstatic to announce that our Time & Expense system has received an update! We have added several features that will make using the system significantly easier and more efficient for you and your employees.
An Updated Administration Menu
We’ve been taking note of what our clients use the most through the admin menu. In the new update, you will notice that there are now eight options in the top “Administration” section. Some of these items are simply a relocation of previously available functions. However, there are now two new functions added into this section: “Establish Default Timesheet Charge Codes (By Person)” and “Establish Default Timesheet Charge Codes (By Task).”
The addition of these items to the “Administration” section will save you precious time and improve the overall efficiency of our Time & Expense system.
Establish Default Timesheet Charge Codes
Employees are no longer the only ones who can choose which charge codes show up on their timesheets by default. Admins are now able to establish the codes and it can be done either by person or by task.
Another great feature being added is a default charge code capacity of 100. This ensures the timesheet rendering runs smoothly every time.
Charge Codes by Person
This new function works best when you add a new employee to your staff. It makes it much simpler for onboarding the new member.
From the “Administration” section, press the “Go” button next to “Establish Default Timesheet Charge Codes (By Person).”
From this screen, you’re able to select which employee you’d like to choose the default codes for using the “Employee:” drop down menu. You are even able to sort the employees by approval group if needed.
Once an employee is selected, press the “Search” button and a list of all the charge codes assigned to the employee will be generated, similar to the one you can view for yourself when establishing your own defaults. Select the checkboxes for the charge codes you want to show on the employee’s timesheets by default and press “Save.”
Note: As you check/uncheck the charge codes, the “Total Selected:” counter will increase/decrease accordingly. Once you go over the 100 charge code limit, the counter will turn red, and the warning message, shown below, will appear. You will not be able to save the changes you’ve made to the employee’s charge codes until you return to a selection under the capacity. A “Save successful” message will appear on the top of the page if performed correctly.
Charge Codes by Task
Establishing default codes by task works very similar to by person, but it allows you to select codes for multiple employees at a time. This function can be best utilized when you receive a new contact and have new tasks that apply to a portion of your staff. It also works great for the end of the year when it’s time to update your Holiday and PTO task numbers for tracking.
Once you’ve selected the “Establish Default Charge Codes (By Task)” function, you will see a set of parameters you can set to search for tasks and employees. Input the search criteria you desire and press “Search.” A list of charge codes and employees will be generated and codes can be selected.
Once the default charge codes are selected, scroll back to the top and press “Save.”
Note: The 100 code limit applies to this function as well. If you select over 100 codes for any employee, the message below will appear:
By clicking on the black, “here” you can see which employees are over the code capacity.
Be aware, the system will let you save these changes even with employees over the limit. However, when the employees who are over the limit log in, they will be automatically directed to their “Establish Default Chare Codes” screen and must update their selections before they can access their timesheets.
Expanded “Select a Period” Window
Over the years, computer screens have been getting larger and larger. The new update is taking that into account and will save you from scrolling through long lists of dates. The “Select a Period” window has now been expanded from six periods shown at a time to 25.
“Exported” Check Boxes Added
Ever run into the issue of forgetting if a timesheet period has been exported into the accounting software? Now, when you go into the “Export Timesheets by Period to Accounting System” tab, you will know. The previous periods will all appear and you will now see (non-editable) check boxes labeled as “exported” next to the periods that have already been sent over to the accounting system.
We hope these updates to our Time & Expense system will make your jobs just that much easier. If you run into any issues or have any questions about the changes, feel free to contact us between 9AM and 5PM EST, and a member of our dedicated support team will be happy to help.