Parameter setup

On projects360 parameter form, under Transactions tab, a new parameter “Activate unit codes entry” has been introduced to enter unit code without using timesheet. User needs to set the ‘Activate unit codes entry’ field value to ‘Yes’ in order to use this feature.

Go to Project management and accounting > Setups > projects360 parameters > Transactions

Details of the fields available on the projects360 parameters form are as follows –

Fields Description
Activate unit code entry When this check box is enabled, user can enter unit code on timesheets.
Unit fee journal name Select fee journal name which will be used while creating the journal when unit code is entered on timesheets.
Unit expense journal name Select expense journal name which will be used while creating the journal when unit code is entered on timesheets.

Unit codes for timesheet

Unit codes can be configured that can be used while entering the unit codes from the timesheets. In this form, user can configure the billing codes with required transactions types which will be used for posting automatic transactions during timesheet posting.

Go to Project management and accounting > projects360 setups > Unit codes for timesheets > Unit codes for timesheets

Details of the fields available on the Unit codes for timesheets form are as follows –

Fields Description
Unit code Define Unit code to be used on timesheets.
Description Define a description for a Unit code.
Transaction type Select a transaction type for a unit code.
Category Select a category for the unit code. This field is mandatory when the transaction type is expense or fee.
Offset account Select a offset account to be used for expense.
Note – Unit codes setup form is common when the Unit code is created from Timesheet or from Standalone Unit entry code form.

Feedback

Was this helpful?

Yes No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
Thanks for your feedback.

Post your comment on this topic.

Post Comment