Create and Edit Basic Categories

Use Basic Code Categories

  

You create Basic Code categories, like consulting or paid time off, so that staffers can classify how they’re spending their time on their timesheets. 

This article will demonstrate how staffers can apply these categories when they create a timesheet entry. 

  1. Click Time/Expense…Timesheets from the navigation bar.
  2. Click +Add Timesheet Row
  3. Click on a project (the column on the far-left side of your timesheet) and click the red triangle under the Category column.


    This will populate the picklist of possible categories.

Where to go from here:

Basic Codes: Expense Codes

Basic Codes: Invoice Terms

 

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