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Time & Expense Codes

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 Project Insight to 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 Company Administration on a company-by company basis.

Project Entry allows the use of the code when entering directly to a project.

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.

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

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

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

Inv. Time Line Entry is the invoice time line item code to match up with accounting systems. The code is used exclusively for the purpose of assignment to line items in Project Insight-created invoices.

Inv. Exp. Line Item is the invoice expense line item code to match up with accounting systems. The code is used exclusively for the purpose of assignment to line items in Project Insight-created invoices.

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.

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