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T&E Preferences will be the default preferences for users in DATABASICS. Newly added users will be assigned these preferences, but they can be changed by individual users to better suit their needs. If you want to update the preferences for all users, be sure to click the "Reset All User Preferences" button. This is especially important in the initial setup of the application.

To get to preferences:

  1. Expand Options
  2. Click on T&E Preferences

Time/Expense:

  • Language: If language is part of the package, the default language for the application can be set here.
  • Number Format: The number format can be set to ##,###.00 or ##.###,00
  • Date Format: The date format can either be set to MM/DD/YYYY or DD/MM/YYYY.

Expense Only:

  • Default Payment Type: The default payment type is the time payment type that will populate on new lines for users. For credit card transactions that are imported, the payment type will default based on that credit card setup.
  • Expense Approval Detail Preview: This option enables or disables the "Preview" function for approval of a expense report from the approver view. This can be set to yes or no.
  • Expense Approval Line Detail Preview: This option enables or disables the "Preview line detail" function for approval of a expense report from the approver view. This can be set to yes or no.
  • Enable Department: This option enables department selection on the expense report.
  • Enable Operating Unit: This option enables operating unit selection on the expense report
  • Default Expense Code: This option allows you to default the expense code on an expense report. The options depend on what is set up under Expense → Expense Code.
  • Default Level1 Code: This options allows you to default the WBS Level 1 code on the expense distribution.
  • Default Level2 Code: This options allows you to default the WBS Level 2 code on the expense distribution.
  • One Way Personal Commuting: The number of miles or kilometers a one way personal commuting distance is set to.
  • Unit Type (Mileage or KM): This can be set to either Miles or Kilometers

Time Only:

  • Default Time Code: The default time code is the time code that will populate on new lines for users.
  • Auto Clock Out after Number of Hours: If set to -1, that means this option is disabled. The hours can be set to any whole number greater than 1. The hours count down from the time user clocks in.
  • Auto Populate New Timesheets from favorites: This option will copy all of the lines from the user's favorites onto every new timesheet they open. This can be set to yes or no.
  • Set Auto-fill favorites on Release On: This option copies all of the lines on a timesheet to that user's favorites when the timesheet is released. This can be set to yes or no.
  • Timesheet WBS/OBS Width (%): This option determines the width of the frame for WBS/OBS within the timesheet screen.
  • Timesheet Hours Width (%): This option determines the width of the frame for Hours within the timesheet screen.
  • Enable Time In and Out per row: This option will enable or disable time in and time out on the timesheet. This is where the user would say what time they came in, went to lunch, came back, etc. This can be set to yes or no.
  • My Day Ends At: This is the default for the end of a user's work day.
  • Display Time In and Out in AM/PM:  This option toggles between military time and AM/PM. This can be set to yes or no.
  • My Day Starts At: This is the default for the beginning of a user's work day.
  • Time Approval Detail Preview: This option enables or disables the "Preview" function for approval of a timesheet from the approver view. This can be set to yes or no.
  • Enable Time Attendance: this enables a clock icon into a user's timesheets, where users can add attendance log to indicate the actual time in/time out details without impacting the number of hours, only in a form of notes.
  • Enable Billable Field: Will show/hide the Billable column in timesheet list.
  • Enable Department: This option enables department selection on the timesheet.
  • Enable Function: This option enables function selection on the timesheet.
  • Enable Location: This option enables location selection on the timesheet.
  • Enable Operating Unit: This option enables operating unit selection on the timesheet.
  • Auto Scroll to today's date in Timesheet: This option will automatically scroll to the current date when the timesheet is opened by the user.
  • TImesheet OBS/WBS Column Width: This option determines the width of the column for WBS/OBS within the timesheet screen.
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