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Can I customize the Activity and Expense lists when adding time/expenses?

When adding Time and Expenses in the program you will have a pre-selected Activity and Expense Type list when coming into the software. You can edit these lists, add more, add unit prices/rates, etc.

 

When you open a Time Entry you will see a pencil and clipboard icon next to the Activity list. If clicked, it will bring up the list for you to edit as needed. You can also turn off the requirement for your Activity List (as long as you are not using the ABA Codes). To do this, click on Your Name on the upper right corner - Settings - System tab and click Edit Settings. Uncheck the box next to "Require Activity Type on Time Entries" and click Save Changes.

 

When you open an Expense Entry you will see a pencil and clipboard icon next to the Expense Type list. If clicked, it will bring up the list for you to edit as needed.

 

You can also edit both lists under SettingsCustom Lists along with the other lists you can customize in the program.

 

 

 

      

 

 

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