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 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 ExpenSite Links | Enable the Databasics Expense Module | |
Enable Home Page Counter | Display Time PTO Balance | Displays the PTO balance on the user's home page screen |
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 |
Expense Only | ||
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 | ||
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 | ||
Attendees Option | Auto Fill the owner of the report as an Attendee | -Y/Yes Auto Fill the owner of the report as an Attendee |
-N/No Do not auto Fill the owner of the report as an Attendee | ||
Enable user to select from frequently entered attendees | -Y/Yes Enable user to select from frequently entered attendees | |
-N/No Do not enable user to select from frequently entered attendees | ||
Per Diem Rate | Setup By | O - Rate based on Operating Unit L- 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 | ||
Receipts Required Policy | Expense Policy Number 1 that is holding up the approval process. | Set the value for the Expense Policy Number 1 that is holding up the approval process |
Expense Policy Number 2 that is holding up the approval process. | Set the value for the Expense Policy Number 2 that is holding up the approval process | |
Expense Policy Number 3 that is holding up the approval process. | Set the value for the Expense Policy Number 3 that is holding up the approval process | |
Expense Policy Number 4 that is holding up the approval process. | Set the value for the Expense Policy Number 4 that is holding up the approval process | |
Expense Policy Number 5 that is holding up the approval process. | Set the value for the Expense Policy Number 5 that is holding up the approval process | |
Approval Reset Options Based on Changes Made by Users | Expense approval reset option based on changes made by users | -A Reset all the levels from the beginning |
-C Reset the current level process from the beginning | ||
-N Reset Off | ||
-R 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 | ||
VAT Rate | Setup By | -O Setup by Operating Unit |
-L Setup by Location | ||
Organization/Word Breakdown Structure Level Enable | Enable Operating Unit | 1/Yes Enable Operating Unit |
(-1)/No Do not Enable Operating Unit | ||
Enable Department | 1/Yes Enable Department | |
(-1)/No Do not Enable Department | ||
Enable Level1 | 1/Yes Enable Level1 | |
(-1)/No Do not Enable Level1 | ||
Enable Level2 | 1/Yes Enable Level2 | |
(-1)/No Do not Enable Level2 | ||
Enable Level3 | 1/Yes Enable Level3 | |
(-1)/No Do not Enable Level 3 | ||
Enable Level4 | 1/Yes Enable Level4 | |
(-1)/No Do not Enable Level4 | ||
Enable Expense Code | 1/Yes Enable Expense Code | |
(-1)/No Do not Enable Expense Code | ||
Mail Options | When lines are fully approved | -A Yes with Attachment |
-N/No All lines on the expense report have not been approved by all approvers | ||
-Y/Yes All lines on the expense report have been approved by all approvers | ||
When lines are modified/fully approved | -A Yes with Attachment | |
-N/No All lines on the expense report have not been approved after some modifications | ||
-Y/Yes All lines on the expense report have been approved after some modifications | ||
When lines are rejected | -A Yes with Attachment | |
-N/No At least one line has not been rejected by one approver | ||
-Y/Yes At least one line has been rejected by one approver | ||
When lines are modified by an approver | -A Yes with Attachment | |
-N/No An approver has not modified at least one time | ||
-Y/Yes An approver has modified at least one time | ||
When lines are sent from approver to approver (ready for approval) | -A Yes with Attachment | |
-N/No Approver has not finished approving the expense report and it has not been sent to the next approver | ||
-Y/Yes Approver has finished approving the expense report and it is now sent to the next approver | ||
When lines are ready for approval | -A Yes with Attachment | |
-N/No Employee has not submitted the expense report and it is not ready for the approval process to begin | ||
-Y/Yes Employee has submitted the expense report and it is now ready for the approval process to begin | ||
Email Owner When Proxy Submit Expense Report | -A Yes with Attachment | |
-N/No | ||
-Y/Yes | ||
When lines are rejected Email Proxy | -A Yes with Attachment | |
-N/No At least one line has not been rejected by one approver | ||
-Y/Yes At least one line has been rejected by one approver | ||
When Authorization Report lines are fully approved Email Proxy | -A Yes with Attachment | |
-N/No | ||
-Y/Yes | ||
Only For Email Receipt Service - Enable Confirmation Email to the Sender | -A Yes with Attachment | |
-N/No | ||
-Y/Yes | ||
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 | -A/Yes with Attachment | |
-N/No | ||
-Y/Yes | ||
Time Only | ||
Mail Options | When lines are fully approved | -A Yes with Attachment |
-N/No All lines on the expense report have not been approved by all approvers | ||
-Y/Yes All lines on the expense report have been approved by all approvers | ||
When lines are modified and fully approved | -A Yes with Attachment | |
-N/No All lines on the expense report have not been approved after some modifications | ||
-Y/Yes All lines on the expense report have been approved after some modifications | ||
When lines are rejected | -A Yes with Attachment | |
-N/No At least one line has net been rejected by one approver | ||
-Y/Yes At least one line has been rejected by one approver | ||
When lines are modified by an approver | -A Yes with Attachment | |
-N/No An approver has not modified at least one time | ||
-Y/Yes An approver has modified at least one time | ||
When lines are sent from approver to approver (ready for approval) | -A Yes with Attachment | |
-N/No Approver has not finished approving the expense report and it has not been sent to the next approver | ||
-Y/Yes Approver has finished approving the expense report and it has been sent to the next approver | ||
When lines are ready for approval | -A Yes with Attachment | |
Email Owner When Proxy Submit Timesheet | ||
When lines are rejected Email Proxy | ||
Default Attachment Report | ||
Time clock in | ||
Time clock out | ||
Time clock out reminder | ||
Approval Options | Department Approval | |
WBS Level1 Approval | ||
WBS Level2 Approval | ||
Team Approval | ||
DCAA Options | Allow hours to be charged on future days | |
Allow hours to be charged on past days | ||
Enable Other Options | Auto populate holiday | |
Clock In/Out Rounding | ||
Reporting Period Options | Number of future timesheet reporting periods to retrieve | |
Number of previous timesheet reporting periods to retrieve | ||
Organization/Work Breakdown Structure Level Enable | Enable Department | |
Enable Function | ||
Enable Location | ||
Enable Operating Unit | ||
Enable Level1 | ||
Enable Level2 | ||
Enable Level3 | ||
Enable Level4 | ||
Enable Time Code | ||
Enable Break Time field on Time Attendance Entry | ||
Enable Travel Time field on Time Attendance Entry | ||
Enable Other Time field on Time Attendance Entry | ||
Approval Reset Options Bases on Changes Made by the User | Timesheet approval reset option based on changes made by the user | |
Work Breakdown Structure Default Function level | Set the WBS default function lookup at WBS level | |