Time and expense codes are used to apply categorized time and expense entries to a company, project or even down to the task level.

Name is the only required field.

Custom Code may be entered if you intend to map data from/to Project Insight to/from other systems.

Time Entry allows the use of the code in a drop down selector for each time item that a resource enters on a task and/or into a time sheet.

Expense Entry allows the use of the code in a drop down selector for each expense item that a resource enters on a task and/or into an expense sheet.

Enable Billable allows the code to be billable or non-billable.

Must Be Billable sets the code as always billable upon entry without a choice to make it non-billable.

Company Entry allows the use of the code when entering directly to a company. The configuration to allow entries directly to a company is further set in the Companies Administration on a company-by company basis.

Project Entry allows the use of the code when entering directly to a project (without it being on a task).

Task Entry allows the use of the code when entering directly to a task. The configuration to allow entries directly to a project is further set in Time & Expense Codes.

Task Work Expense Code? allows the use of the code when planning expenses as line items within a task. This option is not required for resources to use the expense code when entering expenses.

Company Entry Desc. Req'd will not allow entry using this code to be saved without data in the description field.

Project Entry Desc. Req'd will not allow the entry using this code to be saved without data in the description field.

Task Entry Desc. Req'd will not allow the entry using this code to be saved without data in the description field.

Inv. Time Line Entry allows the code to be assigned to time line items in Project Insight-created invoice records. The codes usually match up with accounting systems invoice codes.

Inv. Exp. Line Item allows the code to be assigned to expense line items in Project Insight-created invoice records. The codes usually match up with accounting systems invoice codes.

Order sets the order in which the time and expense code displays for selection in drop-downs and lists. If no value is placed in this field, it defaults to 0 and performs an alphanumeric ordering by time and expense code name.

Active sets the code to active status, permitting its use in new time and/or expense entries.

Edit and Delete icons on each existing code are used to edit or delete the codes. If the delete icon does not display, it is due to the fact that the time and/or expense code is currently in use. In use time and expense codes can be edited, which will update the time and expense codes in all respective entries.

Save and Cancel icons will always display on one line. The line on which these icons are displayed is either a new code entry or an existing code which is currently being edited.

Online 10/14/2016