Expenses tracking: How does the Expenses tracking feature in TimeCard work?

Table of Contents (index)
Problem Type : Features
Problem Category : TimeCard

With the Expenses feature enabled in TimeCard, users can report their expenses at the same time as they report time.

Expenses can be added to an appointment in two ways:

1.
In the Outlook Calendar explorer, select an appointment and click the Expenses button.

Add Expenses to the TimeCard reports  
2.
Inside an appointment the same toolbar is shown for Outlook versions below 2007.

In Outlook 2007 the Expenses button can be found to the right
 in the appointment:

Add Expenses to the TimeCard reports
To add expenses to an appointment, click the Expenses button, and the dialog to the right is shown.

Fill out the fields and click OK.

The expenses are reported when you report time and TimeCard data.

The expenses are saved to the database and shown in the statistics tool and in the Excel spreadsheet, just like the TimeCard data.


Add Expenses to the TimeCard reports

The Expenses feature must first be enabled in Common Settings (Workgroup version) or in the Personal Settings (Single version).


Add Expenses to the TimeCard reports


When the box is checked a button for editing the Expense labels appears in the Settings dialog. Click it, and edit the labels for the Expenses dialog to suit the organization's needs.
 Add Expenses to the TimeCard reports

Acknowledgements to Southwest Washington Workforce Development Council who sponsored the development of the TimeCard Expenses feature.
Table of Contents (index)