How_can_I_track_activity_codes_

How can I track activity codes?

Use these tools to flag time worked by an employee to a job, account, or activity. You can use the reporting tools in Project Management and General Ledger to review the total hours worked by employees for an activity.

 

 

Before you get started

  • To track by job number, add the job number to Project Management.

  • To track by GL account, add the GL account to General Ledger.

  • To track by activity code, set up the activity code in General Ledger.

 

 

Tracking an activity code for a job

1. Open Connect Timekeeping Organization Activity Codes.

2. Use the Activity field to enter an activity code number. Press Enter.

3. Find the field titled Job Number.

This field will not be available when the Project Management application is not installed.

4. Enter the job number.

5. Click Save (CTRL+S).

Caselle will flag transactions for the activity code with the job number.

 

Tracking an activity code by GL account

1. Open Connect Timekeeping Organization Activity Codes.

2. Use the Activity field to enter an activity code number. Press Enter.

3. Find the field titled GL Account.

This field will not be available when the General Ledger application is not installed.

4. Enter the GL account.

5. Click Save (CTRL+S).

Caselle will flag transactions for the activity code with the GL account.

 

Tracking an activity code for a GL activity

1. Open Connect Timekeeping Organization Activity Codes.

2. Use the Activity field to enter an activity code number. Press Enter.

3. Find the field titled GL Activity.

This field will not be available when the General Ledger application is not installed and GL Activity codes have not been set up.

4. Enter the GL activity code.

5. Click Save (CTRL+S).

Caselle will flag transactions for the activity code with the GL activity code.

 

 

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