The T&E Options are the options that apply to Time and Expense.
Shared | ||
Module Enable* | Enable TimeSite Links | Enable the Databasics Time Module |
Enable Remote Work Schedule | Enables the Remote work schedule | |
Enable Time Accrual Module | Enable the Time Off Request Module- this option needs to be on in order for the users to be able to see the Time Off Request module | |
Enable Background OCR for Receipts | Processes scanned or photographed receipts automatically in the background. It converts the text within these receipts into machine-readable data without requiring manual input. | |
Enable Background ORC for Invoice | The system uses OCR technology to scan and interpret the text on invoices automatically. It extracts key details such as invoice numbers, dates, amounts, vendor names, and line items without manual input. | |
Enable Background ORC for Hotel Folio | The system automatically scans and extracts relevant data from hotel folios (receipts) in the background. | |
Enable Background Multiple OCR | Allows the system to automatically perform OCR (Optical Character Recognition) on multiple receipts simultaneously in the background | |
Enable AI Chatter | When enabled you will be able to use the artificial intelligence (AI) feature | |
Enable WBS Assignments by Additional Fields | Allows you to assign WBS elements to tasks, projects, or expenses based on custom or additional fields beyond the standard ones. For example, you might use fields such as department, cost center, project phase, or specific project attributes. | |
Enable ExpenSite Links | Enable the Databasics Expense Module | |
Expire Approval by Email Link (Default 1440 Minutes) | Controls how long an approval request link sent via email remains active before it expires. | |
Enable Google Map Search on Mileage Map | Allows users to search for locations, addresses, or points of interest directly within the mileage tracking interface using Google Maps. | |
Enable Google Map Report as an attachment | Allows the system to generate a Google Maps report detailing the routes traveled or the locations visited. This report is then attached to expense reports | |
Password Options | Number of generations before reuse | Dictates how many unique password changes must occur before a previously used password can be reused. |
Minimum password length | Determines the shortest length a password must be to be considered valid | |
Allow Terminated employee to login after N Days (V8.3 and higher) | Enter the number of days end users can access the DATABASICS system after their termination date. This period typically allows users to submit any outstanding timesheets or expenses. | |
Auto Insert Approval Groups by Default | For Employee Based Approval | If set to Yes, this option automatically creates the employee-based approval group. This option should be set to ‘No’ if your company loads approvals from an external source |
For Department Based Approval | If set to Yes, this option automatically creates the department-based approval group. This option should be set to ‘No’ if your company loads approvals from an external source | |
For WBS Level2 Based Approval | If set to Yes, this option automatically creates the WBS Level2 approval group. This option should be set to ‘No’ if your company loads approvals from an external source | |
For WBS Level1 Based Approval | If set to Yes, this option automatically creates the WBS Level1 approval group. This option should be set to ‘No’ if your company loads approvals from an external source | |
Enable Home Page Counter | Display Expense Advance Amount | Displays the expense advance amount on the user’s home page |
Display Number of Remote work balance | Displays the number of remote work balance on the user’s home page | |
Display Expense Employee Pending Reimbursement Amount | Displays the expense employee pending reimbursement amount on the user’s home page | |
Display Time PTO Balance | Displays the PTO balance on the user's home page | |
Display Expense Report Types on Dashboard | Displays the expense report types on the user’s home page | |
Notification Messages Message Tag | Disable the restriction on list of users you could send notification | By disabling the restriction, you allow notifications to be sent to a broader range of users, possibly including those who were previously excluded by default settings or policies. |
Out Of Office Options | Restrict Out of Office approval selection to the restricted set of manager | If enabled the list of available approvers in the out of office delegation screen will be restricted to the approvers loaded in the TE_APPROVAL_ASSIGN_MEM table |
Restrict Out Of Office Approval to Number of Days | Allows administrators to set a maximum number of days for which an out-of-office approval can be valid. For example, you might restrict out-of-office approvals to a maximum of 30 days. | |
Email out of office confirmation to backup and owner | This sends a confirmation email to both the backup person and the owner of the account or request. | |
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Expense Only | |||||
Expense - Advance Option | Apply Advance to the Report Full/Partial Amount | -P (Partial) Apply Advance to the Report in Partial Amount | |||
-F (Fully) Apply Advance to the Report in Full Amount | |||||
Apply Advance to Company Business (B) or Due to Employee (E) | -B (Business) Apply Advance to Company Business | ||||
-E (Employee) Apply Advance Due to Employee | |||||
Expense - Approval Process | Allow users to route reports from the expense report list page | N- No Users cannot route reports from the expense report list page | |||
Y- Yes Users can route reports directly from the expense report list page. | |||||
Expense- Approval Option | Require the Approval to approve both Exception and standard Approval on the same report | -Y/Yes Require the Approval to approve both Exception and standard Approval on the same report | |||
-N/No Do not require the Approval to approve both Exception and standard Approval on the same report | |||||
Expense - Attendees Option | Auto Fill the owner of the report as an Attendee | -Yes Auto Fill the owner of the report as an Attendee | |||
-No Do not auto Fill the owner of the report as an Attendee | |||||
Enable user to select from frequently entered attendees | -Yes Enable user to select from frequently entered attendees | ||||
-No Do not enable user to select from frequently entered attendees | |||||
Expense - Credit Card Options | Enable default frequently used expense type by vendor after load | Default Expense Type on Matching Condidation from Recurring Expenses- The system automatically applies the default expense type to new reports based on matching conditions from recurring expenses | |||
Default Expense Type on perviously entered reports by use - The system automatically applies the default expense type to previously entered reports based on the user’s preferences. | |||||
Disabled- The system does not automatically set a default expense type; users must select it manually. | |||||
Expense - Per Diem Rate | Per Diem Rate Setup By | Operating Unit- Rate based on Operating Unit Department- Rate based on Department Location- Rate based on Location | |||
Per Diem Dedication Rate Setup By | Operating Unit- Deduction rate based on Operating Unit Department- Deduction rate based on Department Location- Deduction rate based on Location | ||||
Per Diem Allowance Rate Setup By | Operating Unit- Allowance rate based on Operating Unit Department- Allowance rate based on Department Location- Allowance rate based on Location | ||||
Preauthorization Option | Auto-approve reports based on approved preauthorized reports | -Y/Yes Auto-approve reports based on approved preauthorized reports | |||
-N/No Do not auto-approve reports based on approved preauthorized reports | |||||
Expense - Approval Reset Options Based on Changes Made by Users | Expense approval reset option based on changes made by users | Reset all the levels from the beginning | |||
Reset Off | |||||
Reset only based on the changes. | |||||
Reset the current level process from the beginning | |||||
Approval Reset Options Based on Changes Made by Users | Expense approval reset option based on changes made by users | -Reset all the levels from the beginning | |||
-Reset the current level process from the beginning | |||||
-Reset Off | |||||
-Reset only based on the changes | |||||
Display Last Approve and Reject Action to the Approval | -Y/Yes Display Last Approve and Reject Action to the Approval | ||||
-N/No Do not display Last Approve and Reject Action to the Approval | |||||
Expense - VAT Rate | Setup By | -Setup Allows setting up tax rates by Operating Unit | |||
-Setup Allows setting up tax rates by Location | |||||
-Setup Allows setting up tax rates by Department | |||||
Organization/Word Breakdown Structure Level Enable | Enable Operating Unit | Yes Enable Operating Unit | |||
No Do not Enable Operating Unit | |||||
Enable Department | Yes Enable Department | ||||
No Do not Enable Department | |||||
Enable Level1 | Yes Enable Level1 | ||||
No Do not Enable Level1 | |||||
Enable Level2 | Yes Enable Level2 | ||||
No Do not Enable Level2 | |||||
Enable Level3 | Yes Enable Level3 | ||||
No Do not Enable Level 3 | |||||
Enable Level4 | Yes Enable Level4 | ||||
No Do not Enable Level4 | |||||
Enable Expense Code | Yes Enable Expense Code | ||||
No Do not Enable Expense Code | |||||
Mail Options | When lines are fully approved | -Yes with Attachment Send and email with an Attachment | |||
-No Do not send an e-mail | |||||
-Yes Send an email notification without an attachment | |||||
When lines are modified/fully approved | -Yes with Attachment Send and email with an attached copy of the report | ||||
-No Do not send an e-mail | |||||
-Yes Send an email notification without an attachment | |||||
When lines are rejected | -Yes with Attachment Send and email with an attached copy of the report | ||||
-No Do not send an e-mail | |||||
-Yes Send an email notification without an attachment | |||||
When lines are modified by an approver | -Yes with Attachment Send and email with an attached copy of the report | ||||
-No Do not send an e-mail | |||||
-Yes Send an email notification without an attachment | |||||
When lines are sent from approver to approver (ready for approval) | -Yes with Attachment Send and email with an attached copy of the report | ||||
-No Do not send an e-mail | |||||
-Yes Send an email notification without an attachment | |||||
When lines are ready for approval | -Yes with Attachment Send and email with an attached copy of the report | ||||
-No Do not send an e-mail | |||||
-Yes Send an email notification without an attachment | |||||
Email Owner When Proxy Submit Expense Report | -Yes with Attachment Send and email with an attached copy of the report | ||||
-No Do not send an e-mail | |||||
-Yes Send an email notification without an attachment | |||||
When lines are rejected Email Proxy | -Yes with Attachment Send and email with an attached copy of the report | ||||
-No Do not send an e-mail | |||||
-Yes Send an email notification without an attachment | |||||
When Authorization Report lines are fully approved Email Proxy | -Yes with Attachment Send and email with an attached copy of the report | ||||
-No Do not send an e-mail | |||||
-Yes Send an email notification without an attachment | |||||
Only For Email Receipt Service - Enable Confirmation Email to the Sender | -Yes with Attachment Send an email with an attached copy of the report | ||||
-No Do not send an e-mail | |||||
-Yes Send an email notification without an attachment | |||||
DATABASICS ACH Notification to the user when there is no bank account setup | -Yes Send an email notification without an attachment | ||||
-No Do not send an e-mail | |||||
-Yes with Attachment | |||||
DATABASICS ACH Notification to the user whenever report is posted to ACH | -Yes Send an email notification without an attachment | ||||
-No Do not send an e-mail | |||||
-Yes with Attachment | |||||
Default Attachment Report | -xp_rpt_adt (Expense Audit Report) | ||||
-xp_rpt_adt_del (Expense Audit Deletion Report) | |||||
-xp_rpt_adt_rej (Expense Audit Rejection Report) | |||||
-xp_rpt_bc (Expense Bar Code Report) | |||||
-xp_rpt_day (Expense Daily Report) | |||||
-xp_rpt_line (Expense by Line Report) | |||||
When Required Certification by user | -Yes with Attachment Send and email with an attached copy of the report | ||||
-No Do not send an e-mail | |||||
-Yes Send an email notification without an attachment | |||||
Email link for expense report approvers if they have rights approve from the list | -Yes Send an email notification | ||||
-No Do not send an e-mail | |||||
Enable Other Options | Number of Days to Retrieve Message Tag on the Home Page | Sets the number of days the notifications of a message tag will be available for the recipient | |||
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