Time Tracking Configuration: To Track Time with Time Activities

In the following implementation activity, you will learn how to configure the system for tracking time in projects by using time activities.

Attention: This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that you, as an administrative user of SweetLife Fruits & Jams company, are configuring accounting for projects. The manager of the company has decided to track employee time spent on each project and bill the customer based on employee time spent on work related to the customer's project. The employees should report their working time on a daily basis by using time activities.

You must configure the system for using time activities for time tracking.

System Preparation

To prepare to perform the instructions of the activity, launch the MYOB Acumatica website, and sign in to a company with the U100 dataset preloaded; you should sign in as system administrator by using the gibbs username and the 123 password.

Step: Configuring Time Reporting for Time Activities

Do the following to make sure the minimum required configuration has been performed in the system for time reporting by using time activities:

  1. On the Enable/Disable Features (CS100000) form, make sure that the Time Management feature is enabled.
  2. On the Earning Types (EP102000) form, review the RG earning type. Make sure that the Billable check box is selected for the earning type.
    Note: If the Payroll feature is enabled on the Enable/Disable Features form, earning types are defined on the Earning Type Codes (PR102000) form.
  3. On the Activity Types (CR102000) form, make sure the Track Time and Costs check box is selected for the Work Item activity type, which you will use for logging time spent by projects.