Time and Expense - Deltek Proxy Time Process 6 Workspace Time and Expenses Open Time Sheet Choose Employee Enter and Submit Time CONFIDENTIAL ©2014 Deltek, Inc. ... Time Registration

Time and Expense Maconomy Workspace Client

CONFIDENTIAL ©2014 Deltek, Inc. All Rights Reserved

Copyright Information


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This edition is published on November 2014.

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Course Agenda

Entering Proxy Time

Daily Time Sheet

Expense Sheet

Approve Expense Sheets


Learning Objectives

After completing this course, you will be able to:

1. Enter Time as Proxy

2. Register Time

3. Register Expense Sheets

4. Approve Expense Sheets

4 CONFIDENTIAL ©2014 Deltek, Inc. All Rights Reserved

Entering Proxy Time

Time and Expense


Entering Proxy Time Process

6

Workspace

Time and Expenses Open Time Sheet Choose Employee

Enter and Submit Time


Time Registration

7

Time registration on behalf of another employee can be done if the user is set up set up for it. The user must be listed as the Proxy (Secretary) on the other employee’s

information card.


Time Registration

8

In the Employee Information tab window, use the Employee drop-down to choose the name of the other employee for whom you are logged in and assigned as Proxy.


Time Registration

9

The daily timesheet contains a calendar describing the status of each day. The calendar is color-coded to identify the status of each day’s time entry requirements:

No color = not submitted; however, not overdue Red = overdue Green = submitted


Demonstration: Time Registration

In this demonstration, you will learn how to register time on behalf of another employee.


Helpful Tip

11

The Description has a limit of 255 characters.

When all entries for the day are entered, click Submit at the top of the timesheet. The day changes from red to green on the calendar.


Daily Time Sheet

Time and Expense


Invoice Creation Workflow

13

Workspace Time and Expenses

Register Time Submit Time


Daily Time Sheet

14

Depending on the user’s role, the ”Time & Expenses” workspace may open automatically upon logging into the Maconomy solution. If not, open the ”Time & Expenses” workspace under the ”Time & Expenses” menu.


Daily Time Sheet

15

The daily timesheet contains a calendar describing the status of each day. The calendar is color-coded to identify the status of each day’s time entry requirements:

No color = not submitted; however, not overdue Red = overdue Green = submitted


Demonstration: Time Registration

In this demonstration, you will learn how to register time.


Helpful Tip

17

Create commonly used combinations of Clients, Engagement, and Tasks using the ”Favorites” feature. Use the ”Favorites” drop-down when entering time. To choose your favorite, click Enter to quickly register the line for each of your favorite settings.


Helpful Tip

18

If you want to save a particular time sheet line, prior to submission, click Keep in the first column. The combination of Client, Engagement, and Task will appear in your new timesheets going forward.


Expense Sheet

Time and Expense


Expense Sheet Overview

20

This guide assists in the expense sheet business process for the types of employees listed below. You may have a different set of approval requirements than the standard CPA solution (1 Level: Supervisor, possible Substitute).

Relevant Employees Responsibility

Employee Enters expense sheet Employee’s Proxy1 (optional) May enter expense sheet on behalf of employee

Employee’s Supervisor1/Substitute2

Performs level 1 approval – can be performed by Supervisor or the Substitute approver


Expense Sheet Overview

21

The activity guide will focus on registration by the Individual Employee, Proxy, and Supervisor. Proxy and Supervisor are identified on the Information Tab in the Employees Workspace:


Expense Sheet Registration Process

22

Workspace

Time and Expense

Create Expense Sheet

Register Expenses Submit Expense

Sheet


Expense Sheet Registration

23

Once an expense sheet is created, it cannot be deleted, but it can be posted without any entries.

All expense sheets are assigned a unique number, which is used for the

posting.


Demonstration: Expense Sheet Registration

In this demonstration, you will learn how to register an expense sheet.


Expense Sheet Approval Process

25

To Do Approve Expense Sheet

Review Entries and Receipts

Approve or Reject Entries

Carry Out Approval


Expense Sheet Approval

26

The Supervisor and/or Substitute has the ability to approve or reject the entire expense sheet during the approval process. They will begin by receiving a notification, called “Approve Expense Sheet,” in the To-Dos section.


Demonstration: Expense Sheet Registration

In this demonstration, you will learn how to approve an expense sheet.


Deltek is the leading global provider of enterprise software and information solutions for professional services firms and government contractors. For decades, we have delivered actionable insight that empowers our customers to unlock their business potential. 16,000 organizations and 2 million users in over 80 countries around the world rely on Deltek to research and identify opportunities, win new business, optimize resources, streamline operations, and deliver more profitable projects. Deltek – Know more. Do more.® deltek.com deltek.com//university


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Time and Expense - Deltek Proxy Time Process 6 Workspace Time and Expenses Open Time Sheet Choose Employee Enter and Submit Time CONFIDENTIAL ©2014 Deltek, Inc. ... Time Registration