Setting Up Exo Job Costing Timesheets

You must add the Exo Job Costing Timesheets module to Exo Business Configurator under Company > Registration.

You must set up timesheet rates and allowances, and map Staff to Exo Employer Services employees.

Setting up Timesheet Rates

In Exo Business Configurator, add the Timesheet Rates menu option to the Exo Job Costing Timesheets menu. Selecting this option opens the Setup Timesheet Rates window:

Click New:

Field	Description
Rate ID	A unique key that Exo Business generates. This is the primary link to a task.
Short code	This is provided for reporting. You can use this code to map timesheet rates to your payroll application.
Description	This is a description of the rate type. You can define shortcut keys by adding an & before the letter in the name of a rate – for example, Cou&ncil Rate defines the keys ALT and N as a shortcut.
Cost rate	This is a factor by which the cost of transactions entered with this rate type are multiplied when posting to a job.
Sell rate	This is a factor by which the charge-out rate of transactions entered with this rate type are multiplied when posting to a job.
Payroll rate	This is a factor by which the pay rate of transactions exported via a timecard data file to your payroll base rate is multiplied — for example, where an employee is to be paid time-and-a-half or double time.
Shade	Select the background colour for this rate when it displays on timesheets.
Payroll ID	This is the ID code in your payroll system for this rate, to use when exporting data to the payroll system.

Setting up Allowances

You can predefine allowance types. These are extraordinary allowances and deductions, in addition to the standard Allowances and deductions (such as student loan and the like.) handled by your payroll system. Allowances and deductions are not posted as direct costs to jobs. They are a record for use in your payroll system or for reporting and processing of manual re-imbursement.

In Exo Business Configurator, add the Allowance Types menu option to the Exo Job Costing Timesheets menu. The Setup Allowance Types window displays:

Click New:

Field	Description
ID	A shortcut key.
Description	A phrase describing the allowance or deduction.
Allowance	Specifies the value sign used for this type.
Unit of Measure	Enter a unit of measure — for example, KMs, Currency,and the like.
Payroll ID	Maps allowances and deductions with those defined in your payroll via your timecard data file.

Mapping Staff to Exo Employer Services Employees

Before you can generate a time card data file for import into your payroll system, you must define a unique Employee ID for each staff member in the Staff section of Exo Business Configurator