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QUICK TIP - Make timesheets even easier with Activity Codes

Posted by William on 18/08/2015

Activity Codes

To make entering your timesheets even easier with Abtrac you can setup Activity Codes. Activity codes are used to classify the type of work people are doing on a job. You can also setup whether activity codes are billable, non-billable or both billable and non-billable jobs when entering Timesheets.

A group of activities can be grouped together based on, for example, the type of people required to do the activity or the group of the rate charged for the activity and so on. These groups can be managed by editing the Activity Groups maintenance screen.

Examples of Activity Codes are Phone call, Travelling, Administration, Maintenance etc.

 

abtraconline

To add the activity code defaults go to:

  • Administration - Maintenance - Activity

 

Activity Codes Menu_AbtracOnline

 

From here you can add activities and the groups. Here you can see that we have added an activity called “Travelling” and added it to a group called “Client Visits”.

  • Step 1 - will allow you to add an activity.
  • Step 2 - will allow you to add an activity group.

 

ActivityCodesAddNew_AbtracOnline

 

  • Now when entering your timesheets you can add these default activities to streamline your timesheet entries.
  • It's as easy as that!

 

Abtrac Desktop

To add the activity code defaults go to:

  • System Management - Administrator - Activity Codes

 

ActivityCodesMenu_AbtracDesktop

 

From here you can add activities and the groups. Here you can see that we have added an activity called “Travelling”.

  • Step 1 - will allow you to add an activity.
  • Step 2 - double clicking will allow you to add an activity group.

ActivityCodesAddNew_AbtracDesktop

 

  • Now when entering your timesheets you can add these default activities to streamline your timesheet entries.
  • It's as easy as that!

 

Topics: Tips and Tricks