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Set staff rates and work codes

Deze functie is alleen beschikbaar bij gebruik van CaseWareCloud Time, een onderdeel van het CaseWare Cloud-pakket.

Meer informatie over Time.

Cloud comes with a set of predefined codes to classify your staff’s billable and non-billable time and expenses, but you can also add new codes as required. For example, you want to enable staff to keep track of time being spent on internal administrative duties. In this case, you would add an appropriately configured non-billable time work code.

Create new work codes

You can create new work codes from the Settings page.

To create a work code:

  1. U heeft de rol Beheerder instellingen nodig of vergelijkbare machtigingen.

  2. Klik op Instellingen in het Cloudmenu.

  3. Select Time and, under Work Codes, select Time or Expense.

  4. Select New | Add.

  5. Complete the fields as appropriate. The only mandatory field is the Work Code.

    The New Work Code dialog

  6. Klik op Opslaan.

Your new work code is added.

Let op: The Note field is intended for use within your organization, and will be omitted when you generate an invoice or a report.

Import a list of work codes

You can also add work codes in bulk using a block of delimited text or a .csv file. You’ll need a list of work codes in a .csv file or delimited block of plain text.

For either method, ensure that:

  • Each row represents one staff member, and

  • Each column represents a property, such as their name, email, or user group. To include a staff member in more than one group, place a tilde (~) between each group name.

In this example, an administrator wants to add three expense codes:

Code, Type, Name, Rate, Surcharge

E900, B, Entertainment, 0.05, 0.00

E10100, NB, Equipment, 0.10, 0.15

E1000, B, Consulting expenses, 0.10, 0.00

To import a list of work codes:

  1. U heeft de rol Beheerder instellingen nodig of vergelijkbare machtigingen.

  2. Klik op Instellingen in het Cloudmenu.

  3. Select Time and, under Work Codes, select Time or Expense.

    Select Time or Expense to import a list of work codes.

  4. Select New | Import.

  5. Select Import from CSV and browse to your .csv directory file, or paste your delimited list text into the text box.

    The Import Work Codes dialog.

  6. Select the appropriate options at the bottom of the dialog, then select Next.

    The options on the Import Work Codes dialog

  7. Geef aan welke waarden in de kolommen worden gebruikt. The Work Code Number is required to complete the import. If any existing codes use the same Work Code Number, they will be updated when the import is performed.

    The column mapping section of the Import Work Codes dialog

  8. If you map the Bill Type, you’ll be asked to identify the Billable and Non-billable codes in a separate dialog.

    The Bill Type dialog from the Import Work Codes procedure

  9. Klik op Opslaan.

A dialog will confirm the number of codes imported or modified.

Set staff rates

You can assign both standard rates and work code rates to individual staff members. For example, assume that you want to assign different rates for general work and more specialized work such as legal consultation. In this case, you would assign a baseline standard rate and a higher rate associated with the work code for the specialized work.

To set staff rates:

  1. U heeft de rol Beheerder nodig of vergelijkbare machtigingen.

  2. From the Cloud menu, select Staff.

  3. Select the user whose rate you want to edit. In the user’s menu, select More Actions () | Rates.

  4. To add a standard rate, select Standard Rates | New, complete the fields, and select Save.

    The New Standard Rate dialog

  5. To add a work code-specific rate, select Work Code Rates | New, complete the fields, and select Save. You will need to search or select from your organization’s existing work codes in the Work Code field.

    The New Work Code rate dialog

The rates you added or updated can be found in each user’s Staff Rate dialog.

New work codes can be seen in a suer's Staff Rate dialog

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