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Configure and Customise

Powerful yet simple configuration and customisation

If you are currently evaluating time and expense tracking software, you’ll probably have noticed that Office Timesheets offers a lot more customisation and configuration flexibility than other commercial applications. And you don’t need development/programming know-how to make use of its many features.

Within its time and expense tracking core structure, Office Timesheets is fully adaptable to your company’s unique terminology, policies, processes and procedures. And you can change or add to your initial setup whenever you choose.

Among the features you’ll benefit from with Office Timesheets are:

  • a customisable interface you can specify via your assigned security policies
  • fully customisable element levels (data collection buckets) – clients, projects, cost centres, etc., with additional custom fields available at each level
  • rules-based Billing Rates that allow you to define rules based rates by any combination of client or project, phase or stage, activity, employee, date or anything else that is relevant.
  • custom rate tables with both standard and overtime rates applied by effective dates
  • fully customisable reporting periods, approval process and notifications


For more information and examples of screens, please read on…

Customisable User Interface for each User Type

User security policies within Office Timesheets determine what users can do and see when logged into the application. Not every user needs to have access to every function tab. This makes it easier to protect the data and means that users’ screens are clear and focused exactly to their needs. Office Timesheets is thus simple and fast to use – a crucial point when you need to preserve the accuracy and true meaning of time and expense data.

Here’s what each of these time and expense tracking interfaces might look like in Office Timesheets:

Security set to only show Timesheet interface for Employees:

Employee Security Policy Navigation Ribbon

Security set to show Timesheet, Reports, and Process Management Tabs for Managers:

Manager Security Policy Navigation Ribbon

Security set to show all Timesheet tabs for Administrators:

Administrator Security Policy Navigation Ribbon

User Definable Tracking Elements

When you install Office Timesheets you find a default configuration of element levels (data collection buckets). However, you can rename these and customise them to suit your company’s particular needs until you have up to 10 element levels. Examples include:

    • clients
    • projects
    • phases
    • activities
    • cost centres

Define timesheet element tracking levels:

Define Database Element Levels

User Definable Rules to create Tasks for making Time Entries

Office Timesheets has a rules engine that includes element level dependencies for task creation and required element level selection.

Define timesheet task rules:

Define Element Dependencies and what is required for Task creation

Billing Rate rules to automatically apply the correct rates

As you’ll see below, Office Timesheets provides comprehensive employee rate management with up to 5 employee rate tables and up to 10 dates for each rate.

Very powerfully, Office Timesheets provides rules-based Billing Rates that allow you to define rules based rates by any combination of client or project, phase or stage, activity, employee, date or anything else that is relevant.

  • Easily set default rates by Client, Employee, Task, Project, Activity Date and more.
  • Easily update/modify billing rates by date.
  • Rate name and rate detail tracking.
  • Entry level markup and markdown by Percentage or Fixed amount.

User Definable Employee Rate Tables

Within Office Timesheets there are 5 employee rate tables, which you can customise to include both standard and overtime rates, as well as rates by effective date and other factors such as billing rates, overhead rates, pay rates, shift-differential/hazard rates, etc.

Define employee time tracking rates:

Employee Rate Tables Definition

Employee Rate Table Dialogue:

Employee Rate Table Dialogue

User Definable Employee Time Tracking

Office Timesheets enable you to customise your reporting periods, approval process and notifications by employee/user type, division/region, etc. You’ll find more information in Approvals and Alerts.

Define timesheet reporting periods:

Timesheet Reporting Period Rules

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Introducing Professional Services time, expense & flat fee billing

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