In RedTeam Flex, Time and Expenses can be recorded by Employees and applied directly to Projects for job cost. Time and Expenses not directly costed against a Project can be recorded as Indirect Time and Expenses. In order for an Employee to record this Indirect Time and Expenses, they must enter them against an Indirect Time or Expense Code.
These Codes are set up in the Configuration menu. Once set up, they can be selected on a Timesheet or Expense form.
1. Add a Indirect Timesheet Pay Code or Expense Code
Follow the steps below to create Indirect Pay Codes or Indirect Expense Codes.
Steps:
From the Configuration menu, click "Time and Expense Codes" (under the heading: Employees)
Click the New (+) icon
For Time Codes:
Enter the Payroll Code, a Description, and select the Type "Indirect Time" and whether this is Regular or Non-Working Time
Click "Save"
For Expense Codes:
Enter the Payroll Code, a Description, and select the Type "Indirect Expense"
Click "Save"
2. Edit or Delete a Timesheet Pay Code or Indirect Expense Code
Once Time and Expense Codes have been created, you can modify or remove them in the Configuration menu.
To modify the Description or Display order of the Time or Expense Code, you can click Edit from the tools icon and make the changes.
To remove a Time or Expense Code that has not been associated with a Timesheet or Expense, you can click Delete from the tools icon and it will be removed permanently.
To remove a Time or Expense Code that has been associated with an Timesheet or Expense, you can click Edit from the tools icon and make it Inactive and it will no longer be available to be used when creating new Timesheet or Expenses.
Steps:
From the Configuration menu, click "Time and Expense Codes" (under the heading: Employees)
Locate the Time or Expense Pay Code in the list
Click the tools icon
Click "Edit" to modify the Description or information of the Time/Expense Code, or to make it Inactive
Click "Delete" to remove the Time/Expense Code permanently (option grayed out if in use. Use the "Edit" and uncheck the "active" box instead)
Click "Save"