Tag Archives: expense report

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Track Expense Reports, Freeform Notes along with hours in a TimeControl timesheet

We tend to talk a lot about timesheet entries and timesheet hours in TimeControl along with anything associated to them like project and billing values but there are many more options to data entry in the system.

Expense Reports

Associated to any timesheet line item, you can add an unlimited number of expense report items.  Each expense report is linked to a resource code and allow for a value, currency type, two taxes and more.  With each expense item, you can add an unlimited number of attachment files.  These can be something like a scanned receipt in PDF format or almost anything else.  The exact list of acceptable file types is managed by the Administrator.  If you’re using the free TimeControl Mobile App, you could, for example, attach a photograph from the camera or photo library.  This can mean you can easily associate a picture from the field to a given timesheet.

Freeform notes

You can add freeform notes either to the timesheet itself or to each line item.  Because TimeControl supports having the same charge code multiple times, you could even have different notes for each day of a particular task.  If you have optionally turned on the notes icon on the timesheet line, you will see it filled in if there are notes on that line.  Entering these freeform notes is also supported in the free TimeControl Mobile App.

Project Progress

This has been part of TimeControl from the very start.  You can enter the estimate to complete for each task or just mark it complete.  In the activity tab you can also enter the task completion if there are multiple resources on the same task. Entering project progress is also supported in the free TimeControl Mobile App.

Material Consumption, Equipment Usage and Production Accomplished

If you are using TimeControl Industrial, the Material Entry screen allows you to enter several kinds of non-labor entries including the Material Consumed, the Usage of Equipment and even how much production was accomplished.  These entries can be done with a timesheet creating a LEMS (Labor/Equipment/Materials) entry or they can be added in their own entry screen and approved separately.  The free TimeControl Mobile App supports these features as well.

Find out more about Materials entry at: industrial.timecontrol.com/features/material-entry.

You can see a lesson in Expenses in the Online Lessons area:

TimeControl.com/resources/online-training/timecontrol-8.   

 

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Get attached to things? Like receipts?

One feature that was added to TimeControl some time ago was enhanced in TimeControl 7.  The ability to attached documents within the timesheet relates to a couple of very important features.

Attachments to the timesheet
Some people have scanned documents or pictures or other files that are relevant to their entire timesheet.  Just above the timesheet grid on the right-hand side of the screen is a button called “Timesheet Attachments”.  Clicking on it will allow you to add an unlimited number of files from your device to attach to your timesheet.

expenseattachment

Attachments to Expense Items
A more popular area of the timesheet where attachments are made is within Expense Entries.  If you add an expense item to any timesheet line, you are able to add an unlimited number of attachment files to each expense item and an unlimited number of expense items to each timesheet line.  Whether you take a photograph of your receipt or scan it into a PDF file, the file is easily uploaded into the TimeControl database and associated to that item.

In TimeControl 7, this ability to add files was improved in both the Expense dialog and the timesheet header area, making it easier to browse and post files in both sections.