Time and Expense

Transcription

Time and Expense

Time and Expense
Maconomy Workspace Client
CONFIDENTIAL ©2014 Deltek, Inc. All Rights Reserved
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This edition is published on November 2014.
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Course Agenda




Entering Proxy Time
Daily Time Sheet
Expense Sheet
Approve Expense Sheets
Learning Objectives
After completing this course, you
will be able to:
1.
2.
3.
4.
Enter Time as Proxy
Register Time
Register Expense Sheets
Approve Expense Sheets
4
Entering Proxy Time
Time and Expense
5
Entering Proxy Time Process
Workspace
Time and Expenses
Open Time Sheet
Choose Employee
Enter and Submit
Time
6
Time Registration
Time registration on behalf of another employee can be done if the user is set up
set up for it.
 The user must be listed as the Proxy (Secretary) on the other employee’s
information card.
7
Time Registration
In the Employee Information tab window, use the Employee drop-down to
choose the name of the other employee for whom you are logged in and
assigned as Proxy.
8
Time Registration
The daily timesheet contains a calendar describing the status of each day. The
calendar is color-coded to identify the status of each day’s time entry requirements:
No color = not submitted; however, not overdue
Red = overdue
Green = submitted
9
Demonstration: Time Registration
In this demonstration, you will learn
how to register time on behalf of
another employee.
10
Helpful Tip
 The Description has a limit of 255 characters.
 When all entries for the day are entered, click Submit at the top of the
timesheet. The day changes from red to green on the calendar.
11
Daily Time Sheet
Time and Expense
12
Invoice Creation Workflow
Workspace Time and
Expenses
Register Time
Submit Time
13
Daily Time Sheet
Depending on the user’s role, the ”Time & Expenses” workspace may open
automatically upon logging into the Maconomy solution. If not, open the
”Time & Expenses” workspace under the ”Time & Expenses” menu.
14
Daily Time Sheet
The daily timesheet contains a calendar describing the status of each day. The
calendar is color-coded to identify the status of each day’s time entry
requirements:
No color = not submitted; however, not overdue
Red = overdue
Green = submitted
15
Demonstration: Time Registration
how to register time.
16
Helpful Tip
 Create commonly used combinations of Clients, Engagement, and Tasks
using the ”Favorites” feature. Use the ”Favorites” drop-down when
entering time. To choose your favorite, click Enter to quickly register the
line for each of your favorite settings.
17
Helpful Tip
 If you want to save a particular time sheet line, prior to submission, click
Keep in the first column. The combination of Client, Engagement, and
Task will appear in your new timesheets going forward.
18
Expense Sheet
Time and Expense
19
Expense Sheet Overview
This guide assists in the expense sheet business process for the types of
employees listed below. You may have a different set of approval
requirements than the standard CPA solution (1 Level: Supervisor, possible
Substitute).
Relevant Employees
Employee
Employee’s Proxy1 (optional)
Responsibility
Enters expense sheet
May enter expense sheet on behalf of employee
Employee’s
Supervisor1/Substitute2
Performs level 1 approval – can be performed by
Supervisor or the Substitute approver
20
Expense Sheet Overview
The activity guide will focus on registration by the
Individual Employee, Proxy, and Supervisor.
Proxy and Supervisor are identified on the Information Tab in the Employees
Workspace:
21
Expense Sheet Registration Process
Workspace
Time and Expense
Create Expense
Sheet
Register Expenses
Submit Expense
Sheet
22
Expense Sheet Registration
 Once an expense sheet is created, it cannot be deleted, but it can be
posted without any entries.
 All expense sheets are assigned a unique number, which is used for the
posting.
23
Demonstration: Expense Sheet Registration
how to register an expense sheet.
24
Expense Sheet Approval Process
To Do Approve
Expense Sheet
Review Entries and
Receipts
Approve or Reject
Entries
Carry Out Approval
25
Expense Sheet Approval
The Supervisor and/or Substitute has the ability to approve or reject the entire
expense sheet during the approval process. They will begin by receiving a
notification, called “Approve Expense Sheet,” in the To-Dos section.
26
Demonstration: Expense Sheet Registration
how to approve an expense sheet.
27
Deltek is the leading global provider of enterprise software and information
solutions for professional services firms and government contractors.
For decades, we have delivered actionable insight that empowers our
customers to unlock their business potential. 16,000 organizations and 2
million users in over 80 countries around the world rely on Deltek to research
and identify opportunities, win new business, optimize resources, streamline
operations, and deliver more profitable projects.
Deltek – Know more. Do more.® deltek.com
deltek.com//university

Time and Expense

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