ProjectManagement based on SAP Business One > ProjectManagement > Time and Travel Expenses Entry

ProjectManagement based on SAP Business One

ProjectManagement -- Time and Travel Expenses Entry

 

 


 

Recording actual data plays a vital role and is normally done by the employees carrying out the service. Data is recorded for services or phases, with a distinction made between actual and chargeable time. Besides services it is also possible to record materials, add-on items for a service and premiums.

 

ProjectManagement assists users in creating detailed travel expenses, normally a time-consuming process for the accounting department. Travel expenses are recorded in the Web Client or the standard system by the employees or by specifically authorized users. Costs can either be charged to the customer or can only be accounted for internally by the employee.

 

The following functions are provided:

Time and Travel Expenses Entry
Time Sheet EntryPartner Product Available

Employees can record their service times with respect to projects and phases. A planning can be copied what simplifies the entry.

 
Project EntryPartner Product Available

In addition to the general timekeeping, working hours can also be recorded directly for a particular project. This functionality is particularly useful if hours of several employees have to be recorded for the same project.

 
Entry by ManagerPartner Product Available

Normally, working hours/project times are recorded by the employees carrying out the service. However, it is also possible to authorize managers to record the hours of defined employee groups. Depending on the access rights, the manager can view, edit or change the times of the respective employee. This is useful if you want to record the hours of employees who record their hours differently because they do not have access to a computer.

 
Entry JournalPartner Product Available

Multiple entry journals are available, such as

Service Report -  daily, monthly or weekly reports can be selected

Time Sheet Entry Journals - provides entry journals per employee in different forms and on the basis of different selection criteria

 
Basic SettingsPartner Product Available
Enables the user to define the basic settings, i.e. if planning data or invoicible hours are to be shown, if time overlap is allowed, if the time or only the number of hours has to be recorded.
 
Vacation ManagementPartner Product Available
A web-based procedure allows the employees to request vacation. The employee's manager receives a corrsponding message and can approve or reject vacation. In case of an approval the hours will be recorded automatically for the employee and planning data will be recorded for each day of vacation. 
 
Time TouchPartner Product Available
Project times can be recorded in addition to the attendance times by means of touch screen functions.
 
Online/Offline Entry OutlookPartner Product Available
To enter planning data for a project in the Outlook calendar, MS Outlook provides the opportunity to record hours online and offline.
 
Travel CategoriesPartner Product Available
Different travel categories can be defined, such as costs, mileage allowance, accommodation, sales allowance etc. Internal G/L accounts, tax codes and sales positions have to be defined before.
 
Travel Expenses EntryPartner Product Available

This useful wizard enables the user to record his travel expenses with respect to the project phase. Multiple currencies can be selected. If the entry has been made on the basis of a service that has been recorded before, the data in the corresponding fields will be preselected with the respective service.

 
Travel Expenses AccountingPartner Product Available

This wizard shows the user all the travel expenses that have not been invoiced. Having selected the travel expenses, the user can start the accounting process. A travel accounting document with a clear document number is generated automatically for the accounting.

 
Invoicing to CustomerPartner Product Available

This wizard shows the user all the travel expenses that have not been invoiced. Having selected the travel expenses, the user can start the accounting process. A travel accounting document with a clear document number is generated automatically for the accounting.

 
Travel Expenses Transfer WizardPartner Product Available
Assists the accountant in selecting the employees' accounting documents generated by the system and which have not been transferred to the financial accounting. The stored accounting events are generated according to the G/L accounts and are posted after confirmation.
 
Travel Expenses Entry (Accountant)Partner Product Available

Provides the user the opportunity to change incorrect or incomplete entries by the employees or to enter missing travel expenses.

 
Travel Expenses ReportPartner Product Available

The comprehensive travel expenses reporting options make relevant information readily available. Reports that show, for example, travel expenses by project, employee or travel category etc. are visible at the touch of a button.

 
SAP Product Available Partner Product Available SAP Product Available with Future Releases Partner Product Available with Future Releases Future Focus