Journyx Timesheet uses Extra Fields to provide your organization with a way to store and report on additional data outside the standard time/mileage/expenserecord scope. Extra Fields can be configured for Users and Projects as well as for each of the 9 entry column items: Task, Pay Type, Bill Type, Expense Code, Source, Currency, Reason, Measurement and Vehicle. Though functionally the same, Timesheet separates these types of extra fields into five groups: Extra User Fields, Extra Project Fields, Extra Time Entry Fields, Extra Expense Entry Fields and Extra Mileage Entry Fields. This portion of the Timesheet documentation covers each of Extra Field, and explains how to create, modify and delete these fields and how to use these records in relation to User time/mileage/expense entries for reporting purposes.
Extra Fields are maintained in the Extra Fields Administration Screen, which is accessed from the Main Admin Screen via the Extra Fields link located under the Advanced Settings header. By default, the Extra Fields Administration Screen is focused on Extra User Fields. To change your view to see a different set of Extra Fields, simply click the name of the desired category in the submenu located on the left side of this screen.
The default value for any selection list Extra User Field is the first value created for that field. Once you have more than one value in place, you may wish to change the default value for this Extra User Field. To change the default value for an Extra User Field, select the value you would like to serve as the default value using the radio button in the Default column, located to the left of the value names. Once you have chosen the value you would like to be the default for this Extra User Field, click the Button. Timesheet will refresh the Selection List Modification popup window and display a green text message confirming the modification. To select a different value as the default value, repeat this process.
If you need to remove one or more values from a select list Extra User Field, select the value(s) to remove by checking the boxes in the Delete column for those values and click the Button. Timesheet will refresh the Selection List Modification popup window and display a green text message confirming the deletion of the selected values. To delete additional values, repeat this process.
If you delete the default value for a selection list, Timesheet will make the next available value the default value. If this is not satisfactory, you may change the default value as described above.
If you delete all the values for a select list Extra User Field, the field will still exist, but no values will be available for it until you create at least one new value.
Deleting a value from a select list Extra User Field will not remove those values from Users who already had that value assigned to them. To change existing values for Users, modify the actual Extra Field Record for the User(s) in question.
Please Note: Due to the web-based nature of Timesheet, the new selection values will not be included in the count of values until you refresh the Extra Fields Modification Screen.
Journyx does not recommend deleting any of the default Extra User Fields. Please modify these Extra User Fields to set their Visibility Status to hidden instead.
Please Note: When you delete an Extra User Field that has been configured to be tracked with time, mileage or expense entry, the historical associations between records and the Extra User Field in question are also deleted. However, the records themselves are not deleted.
The default value for any selection list Extra Project Field is the first value created for that field. Once you have more than one value in place, you may wish to change the default value for this Extra Project Field. To change the default value for an Extra Project Field, select the value you would like to serve as the default value using the radio button in the Default column, located to the left of the value names. Once you have chosen the value you would like to be the default for this Extra Project Field, click the Button. Timesheet will refresh the Selection List Modification popup window and display a green text message confirming the modification. To select a different value as the default value, repeat this process.
If you need to remove one or more values from a select list Extra Project Field, select the value(s) to remove by checking the boxes in the Delete column for those values and click the Button. Timesheet will refresh the Selection List Modification popup window and display a green text message confirming the deletion of the selected values. To delete additional values, repeat this process.
If you delete all the values for a select list Extra Project Field, the field will still exist, but no values will be available for it until you create at least one new value.
Deleting a value from a select list Extra Project Field will not remove those values from Projects who already had that value assigned to them. To change existing values for Projects, modify the actual Extra Field Record for the Project(s) in question.
Journyx does not recommend deleting any of the default Extra Project Fields. Please modify these Extra Project Fields to set their Visibility Status to hidden instead.
Please Note: When you delete an Extra Project Field that has been configured to be tracked with time, mileage or expense entry, the historical associations between records and the Extra Project Field in question are also deleted. However, the records themselves are not deleted.
Timesheet allows you to create, track and report on extra fields associated with the three Time Entry Column items, whose default names are Tasks, Pay Types and Bill Types.
Timesheet allows you to create any number of additional Extra Task Fields. The interface for creating these fields is located at the bottom of the Extra Fields Administration Screen. By default, Timesheet allows you to create up to six new Extra Task Fields at one time. If you need to create more than six of these fields, simply create your first six and then create the remaining new fields in batches of six fields at a time.
To create a new Extra Task Field, you must provide the following information to Timesheet for each new Extra Task Field:
Once you have entered the above information for each new Extra Task Field you wish to create, click the Button. Timesheet will refresh the Extra Fields Administration Screen and display a green text message confirming the creation of the new Extra Task Fields. Newly created Extra Task Fields, as well as existing Extra Task Fields, can be maintained and modified as needed using the Extra Fields Modification Screen, which is described in the next section.
To make changes to an Extra Task Field, select the field(s) you wish to modify from the list of available Extra Task Fields on the Extra Fields Administration Screen and click the Button. Timesheet will display the Extra Fields Modification Screen.
This screen allows you to modify the following characteristics of the selected Extra Task Field(s):
Once you have made the desired modification to the Extra Task Field(s) in question, click the Button. Timesheet will refresh the Extra Fields Modification Screen and display a green text message confirming the modifications you have requested.
Extra Task Fields that have been created as, or modified to be, a selection list require at least one value to be created for them. Values are created for selection list Extra Task Fields via the Selection List Modification popup window which is accessed by clicking the Manage Selection Values link located on the Extra Fields Modification Screen.
Initially, newly created Extra Task Fields will have no values associated with them. Existing Extra Task Fields will likely have one or more values already in place. To create a new value for the selection list, simply enter the value and click the Button. Timesheet will refresh the Selection List Modification popup window and display a green text message confirming the creation of the new value. To create additional values, repeat this process.
The default value for any selection list Extra Task Field is the first value created for that field. Once you have more than one value in place, you may wish to change the default value for this Extra Task Field. To change the default value for an Extra Task Field, select the value you would like to serve as the default value using the radio button in the Default column, located to the left of the value names. Once you have chosen the value you would like to be the default for this Extra Task Field, click the Button. Timesheet will refresh the Selection List Modification popup window and display a green text message confirming the modification. To select a different value as the default value, repeat this process.
If you need to remove one or more values from a select list Extra Task Field, select the value(s) to remove by checking the boxes in the Delete column for those values and click the Button. Timesheet will refresh the Selection List Modification popup window and display a green text message confirming the deletion of the selected values. To delete additional values, repeat this process.
If you delete all the values for a select list Extra Task Field, the field will still exist, but no values will be available for it until you create at least one new value.
Deleting a value from a select list Extra Task Field will not remove those values from Users who already had that value assigned to them. To change existing values for Users, modify the actual Extra Field Record for the User(s) in question.
If you have created an Extra Task Field that you need to delete, simply select that field in the master list of available Extra Task Fields on the Extra Fields Administration Screen and click the Button. Timesheet will display a popup warning window asking you to confirm that you wish to delete this Extra Task Field. If you do indeed want to delete the selected Extra Task Field, click the Button in the popup window. Timesheet will refresh the Extra Fields Administration Screen and display a green text message confirming the deletion of the selected Extra Task Field, as well as any historical associations that reference that Extra Task Field.
Journyx does not recommend deleting any of the default Extra Task Fields. Please modify these Extra Task Fields to set their Visibility Status to hidden instead.
Please Note: When you delete an Extra Task Field that has been configured to be tracked with time entries, the historical associations between records and the Extra Task Field in question are also deleted. However, the records themselves are not deleted.
Timesheet uses Extra Pay Type Fields to maintain additional data. These Extra Fields allow you to store any type of data pertinent to your organization's business needs.
Timesheet includes 3 default Extra Pay Type Fields:
Timesheet allows you to create any number of additional Extra Pay Type Fields. The interface for creating these fields is located at the bottom of the Extra Fields Administration Screen. By default, Timesheet allows you to create up to six new Extra Pay Type Fields at one time. If you need to create more than six of these fields, simply create your first six and then create the remaining new fields in batches of six fields at a time.
To create a new Extra Pay Type Field, you must provide the following information to Timesheet for each new Extra Pay Type Field:
Once you have entered the above information for each new Extra Pay Type Field you wish to create, click the Button. Timesheet will refresh the Extra Fields Administration Screen and display a green text message confirming the creation of the new Extra Pay Type Fields. Newly created Extra Pay Type Fields, as well as existing Extra Pay Type Fields, can be maintained and modified as needed using the Extra Fields Modification Screen, which is described in the next section.
To make changes to an Extra Pay Type Field, select the field(s) you wish to modify from the list of available Extra Pay Type Fields on the Extra Fields Administration Screen and click the Button. Timesheet will display the Extra Fields Modification Screen.
This screen allows you to modify the following characteristics of the selected Extra Pay Type Field(s):
Once you have made the desired modification to the Extra Pay Type Field(s) in question, click the Button. Timesheet will refresh the Extra Fields Modification Screen and display a green text message confirming the modifications you have requested.
Extra Pay Type Fields that have been created as, or modified to be, a selection list require at least one value to be created for them. Values are created for selection list Extra Pay Type Fields via the Selection List Modification popup window which is accessed by clicking the Manage Selection Values link located on the Extra Fields Modification Screen.
Initially, newly created Extra Pay Type Fields will have no values associated with them. Existing Extra Pay Type Fields will likely have one or more values already in place. To create a new value for the selection list, simply enter the value and click the Button. Timesheet will refresh the Selection List Modification popup window and display a green text message confirming the creation of the new value. To create additional values, repeat this process.
The default value for any selection list Extra Pay Type Field is the first value created for that field. Once you have more than one value in place, you may wish to change the default value for this Extra Pay Type Field. To change the default value for an Extra Pay Type Field, select the value you would like to serve as the default value using the radio button in the Default column, located to the left of the value names. Once you have chosen the value you would like to be the default for this Extra Pay Type Field, click the Button. Timesheet will refresh the Selection List Modification popup window and display a green text message confirming the modification. To select a different value as the default value, repeat this process.
If you need to remove one or more values from a select list Extra Pay Type Field, select the value(s) to remove by checking the boxes in the Delete column for those values and click the Button. Timesheet will refresh the Selection List Modification popup window and display a green text message confirming the deletion of the selected values. To delete additional values, repeat this process.
If you delete all the values for a select list Extra Pay Type Field, the field will still exist, but no values will be available for it until you create at least one new value.
Deleting a value from a select list Extra Pay Type Field will not remove those values from Users who already had that value assigned to them. To change existing values for Users, modify the actual Extra Field Record for the User(s) in question.
If you have created an Extra Pay Type Field that you need to delete, simply select that field in the master list of available Extra Pay Type Fields on the Extra Fields Administration Screen and click the Button. Timesheet will display a popup warning window asking you to confirm that you wish to delete this Extra Pay Type Field. If you do indeed want to delete the selected Extra Pay Type Field, click the Button in the popup window. Timesheet will refresh the Extra Fields Administration Screen and display a green text message confirming the deletion of the selected Extra Pay Type Field, as well as any historical associations that reference that Extra Pay Type Field.
Journyx does not recommend deleting any of the default Extra Pay Type Fields. Please modify these Extra Pay Type Fields to set their Visibility Status to hidden instead.
Please Note: When you delete an Extra Pay Type Field that has been configured to be tracked with time entries, the historical associations between records and the Extra Pay Type Field in question are also deleted. However, the records themselves are not deleted.
Timesheet uses Extra Bill Type Fields to maintain additional User data. These Extra Fields allow you to store any type of data pertinent to your organization's business needs.
Timesheet includes 2 default Extra Bill Type Fields:
Timesheet allows you to create any number of additional Extra Bill Type Fields. The interface for creating these fields is located at the bottom of the Extra Fields Administration Screen. By default, Timesheet allows you to create up to six new Extra Bill Type Fields at one time. If you need to create more than six of these fields, simply create your first six and then create the remaining new fields in batches of six fields at a time.
To create a new Extra Bill Type Field, you must provide the following information to Timesheet for each new Extra Bill Type Field:
Once you have entered the above information for each new Extra Bill Type Field you wish to create, click the Button. Timesheet will refresh the Extra Fields Administration Screen and display a green text message confirming the creation of the new Extra Bill Type Fields. Newly created Extra Bill Type Fields, as well as existing Extra Bill Type Fields, can be maintained and modified as needed using the Extra Fields Modification Screen, which is described in the next section.
To make changes to an Extra Bill Type Field, select the field(s) you wish to modify from the list of available Extra Bill Type Fields on the Extra Fields Administration Screen and click the Button. Timesheet will display the Extra Fields Modification Screen.
This screen allows you to modify the following characteristics of the selected Extra Bill Type Field(s):
Once you have made the desired modification to the Extra Bill Type Field(s) in question, click the Button. Timesheet will refresh the Extra Fields Modification Screen and display a green text message confirming the modifications you have requested.
Extra Bill Type Fields that have been created as, or modified to be, a selection list require at least one value to be created for them. Values are created for selection list Extra Bill Type Fields via the Selection List Modification popup window which is accessed by clicking the Manage Selection Values link located on the Extra Fields Modification Screen.
Initially, newly created Extra Bill Type Fields will have no values associated with them. Existing Extra Bill Type Fields will likely have one or more values already in place. To create a new value for the selection list, simply enter the value and click the Button. Timesheet will refresh the Selection List Modification popup window and display a green text message confirming the creation of the new value. To create additional values, repeat this process.
The default value for any selection list Extra Bill Type Field is the first value created for that field. Once you have more than one value in place, you may wish to change the default value for this Extra Bill Type Field. To change the default value for an Extra Bill Type Field, select the value you would like to serve as the default value using the radio button in the Default column, located to the left of the value names. Once you have chosen the value you would like to be the default for this Extra Bill Type Field, click the Button. Timesheet will refresh the Selection List Modification popup window and display a green text message confirming the modification. To select a different value as the default value, repeat this process.
If you need to remove one or more values from a select list Extra Bill Type Field, select the value(s) to remove by checking the boxes in the Delete column for those values and click the Button. Timesheet will refresh the Selection List Modification popup window and display a green text message confirming the deletion of the selected values. To delete additional values, repeat this process.
If you delete all the values for a select list Extra Bill Type Field, the field will still exist, but no values will be available for it until you create at least one new value.
Deleting a value from a select list Extra Bill Type Field will not remove those values from Users who already had that value assigned to them. To change existing values for Users, modify the actual Extra Field Record for the User(s) in question.
If you have created an Extra Bill Type Field that you need to delete, simply select that field in the master list of available Extra Bill Type Fields on the Extra Fields Administration Screen and click the Button. Timesheet will display a popup warning window asking you to confirm that you wish to delete this Extra Bill Type Field. If you do indeed want to delete the selected Extra Bill Type Field, click the Button in the popup window. Timesheet will refresh the Extra Fields Administration Screen and display a green text message confirming the deletion of the selected Extra Bill Type Field, as well as any historical associations that reference that Extra Bill Type Field.
Journyx does not recommend deleting any of the default Extra Bill Type Fields. Please modify these Extra Bill Type Fields to set their Visibility Status to hidden instead.
Please Note: When you delete an Extra Bill Type Field that has been configured to be tracked with time entries, the historical associations between records and the Extra Bill Type Field in question are also deleted. However, the records themselves are not deleted.
Timesheet allows you to create, track and report on extra fields associated with the three Expense Entry Column items, whose default names are Expense Code, Source and Currency.
Timesheet uses Extra Expense Code Fields to maintain additional User data. These Extra Fields allow you to store any type of data pertinent to your organization's business needs.
Timesheet includes 2 default Extra Expense Code Fields:
Timesheet allows you to create any number of additional Extra Expense Code Fields. The interface for creating these fields is located at the bottom of the Extra Fields Administration Screen. By default, Timesheet allows you to create up to six new Extra Expense Code Fields at one time. If you need to create more than six of these fields, simply create your first six and then create the remaining new fields in batches of six fields at a time.
To create a new Extra Expense Code Field, you must provide the following information to Timesheet for each new Extra Expense Code Field:
Once you have entered the above information for each new Extra Expense Code Field you wish to create, click the Button. Timesheet will refresh the Extra Fields Administration Screen and display a green text message confirming the creation of the new Extra Expense Code Fields. Newly created Extra Expense Code Fields, as well as existing Extra Expense Code Fields, can be maintained and modified as needed using the Extra Fields Modification Screen, which is described in the next section.
To make changes to an Extra Expense Code Field, select the field(s) you wish to modify from the list of available Extra Expense Code Fields on the Extra Fields Administration Screen and click the Button. Timesheet will display the Extra Fields Modification Screen.
This screen allows you to modify the following characteristics of the selected Extra Expense Code Field(s):
Once you have made the desired modification to the Extra Expense Code Field(s) in question, click the Button. Timesheet will refresh the Extra Fields Modification Screen and display a green text message confirming the modifications you have requested.
Extra Expense Code Fields that have been created as, or modified to be, a selection list require at least one value to be created for them. Values are created for selection list Extra Expense Code Fields via the Selection List Modification popup window which is accessed by clicking the Manage Selection Values link located on the Extra Fields Modification Screen.
Initially, newly created Extra Expense Code Fields will have no values associated with them. Existing Extra Expense Code Fields will likely have one or more values already in place. To create a new value for the selection list, simply enter the value and click the Button. Timesheet will refresh the Selection List Modification popup window and display a green text message confirming the creation of the new value. To create additional values, repeat this process.
The default value for any selection list Extra Expense Code Field is the first value created for that field. Once you have more than one value in place, you may wish to change the default value for this Extra Expense Code Field. To change the default value for an Extra Expense Code Field, select the value you would like to serve as the default value using the radio button in the Default column, located to the left of the value names. Once you have chosen the value you would like to be the default for this Extra Expense Code Field, click the Button. Timesheet will refresh the Selection List Modification popup window and display a green text message confirming the modification. To select a different value as the default value, repeat this process.
If you need to remove one or more values from a select list Extra Expense Code Field, select the value(s) to remove by checking the boxes in the Delete column for those values and click the Button. Timesheet will refresh the Selection List Modification popup window and display a green text message confirming the deletion of the selected values. To delete additional values, repeat this process.
If you delete all the values for a select list Extra Expense Code Field, the field will still exist, but no values will be available for it until you create at least one new value.
Deleting a value from a select list Extra Expense Code Field will not remove those values from Users who already had that value assigned to them. To change existing values for Users, modify the actual Extra Field Record for the User(s) in question.
If you have created an Extra Expense Code Field that you need to delete, simply select that field in the master list of available Extra Expense Code Fields on the Extra Fields Administration Screen and click the Button. Timesheet will display a popup warning window asking you to confirm that you wish to delete this Extra Expense Code Field. If you do indeed want to delete the selected Extra Expense Code Field, click the Button in the popup window. Timesheet will refresh the Extra Fields Administration Screen and display a green text message confirming the deletion of the selected Extra Expense Code Field, as well as any historical associations that reference that Extra Expense Code Field.
Journyx does not recommend deleting any of the default Extra Expense Code Fields. Please modify these Extra Expense Code Fields to set their Visibility Status to hidden instead.
Please Note: When you delete an Extra Expense Code Field that has been configured to be tracked with expense entries, the historical associations between records and the Extra Expense Code Field in question are also deleted. However, the records themselves are not deleted.
Timesheet uses Extra Source Fields to maintain additional User data. These Extra Fields allow you to store any type of data pertinent to your organization's business needs.
Timesheet includes 1 default Extra Source Fields:
Timesheet allows you to create any number of additional Extra Source Fields. The interface for creating these fields is located at the bottom of the Extra Fields Administration Screen. By default, Timesheet allows you to create up to six new Extra Source Fields at one time. If you need to create more than six of these fields, simply create your first six and then create the remaining new fields in batches of six fields at a time.
To create a new Extra Source Field, you must provide the following information to Timesheet for each new Extra Source Field:
Once you have entered the above information for each new Extra Source Field you wish to create, click the Button. Timesheet will refresh the Extra Fields Administration Screen and display a green text message confirming the creation of the new Extra Source Fields. Newly created Extra Source Fields, as well as existing Extra Source Fields, can be maintained and modified as needed using the Extra Fields Modification Screen, which is described in the next section.
To make changes to an Extra Source Field, select the field(s) you wish to modify from the list of available Extra Source Fields on the Extra Fields Administration Screen and click the Button. Timesheet will display the Extra Fields Modification Screen.
This screen allows you to modify the following characteristics of the selected Extra Source Field(s):
Once you have made the desired modification to the Extra Source Field(s) in question, click the Button. Timesheet will refresh the Extra Fields Modification Screen and display a green text message confirming the modifications you have requested.
Extra Source Fields that have been created as, or modified to be, a selection list require at least one value to be created for them. Values are created for selection list Extra Source Fields via the Selection List Modification popup window which is accessed by clicking the Manage Selection Values link located on the Extra Fields Modification Screen.
Initially, newly created Extra Source Fields will have no values associated with them. Existing Extra Source Fields will likely have one or more values already in place. To create a new value for the selection list, simply enter the value and click the Button. Timesheet will refresh the Selection List Modification popup window and display a green text message confirming the creation of the new value. To create additional values, repeat this process.
The default value for any selection list Extra Source Field is the first value created for that field. Once you have more than one value in place, you may wish to change the default value for this Extra Source Field. To change the default value for an Extra Source Field, select the value you would like to serve as the default value using the radio button in the Default column, located to the left of the value names. Once you have chosen the value you would like to be the default for this Extra Source Field, click the Button. Timesheet will refresh the Selection List Modification popup window and display a green text message confirming the modification. To select a different value as the default value, repeat this process.
If you need to remove one or more values from a select list Extra Source Field, select the value(s) to remove by checking the boxes in the Delete column for those values and click the Button. Timesheet will refresh the Selection List Modification popup window and display a green text message confirming the deletion of the selected values. To delete additional values, repeat this process.
If you delete all the values for a select list Extra Source Field, the field will still exist, but no values will be available for it until you create at least one new value.
Deleting a value from a select list Extra Source Field will not remove those values from Users who already had that value assigned to them. To change existing values for Users, modify the actual Extra Field Record for the User(s) in question.
If you have created an Extra Source Field that you need to delete, simply select that field in the master list of available Extra Source Fields on the Extra Fields Administration Screen and click the Button. Timesheet will display a popup warning window asking you to confirm that you wish to delete this Extra Source Field. If you do indeed want to delete the selected Extra Source Field, click the Button in the popup window. Timesheet will refresh the Extra Fields Administration Screen and display a green text message confirming the deletion of the selected Extra Source Field, as well as any historical associations that reference that Extra Source Field.
Journyx does not recommend deleting any of the default Extra Source Fields. Please modify these Extra Source Fields to set their Visibility Status to hidden instead.
Please Note: When you delete an Extra Source Field that has been configured to be tracked with expense entries, the historical associations between records and the Extra Source Field in question are also deleted. However, the records themselves are not deleted.
Timesheet uses Extra Currency Fields to maintain additional User data. These Extra Fields allow you to store any type of data pertinent to your organization's business needs.
Timesheet includes no default extra fields for Currency.
Timesheet allows you to create any number of additional Extra Currency Fields. The interface for creating these fields is located at the bottom of the Extra Fields Administration Screen. By default, Timesheet allows you to create up to six new Extra Currency Fields at one time. If you need to create more than six of these fields, simply create your first six and then create the remaining new fields in batches of six fields at a time.
To create a new Extra Currency Field, you must provide the following information to Timesheet for each new Extra Currency Field:
Once you have entered the above information for each new Extra Currency Field you wish to create, click the Button. Timesheet will refresh the Extra Fields Administration Screen and display a green text message confirming the creation of the new Extra Currency Fields. Newly created Extra Currency Fields, as well as existing Extra Currency Fields, can be maintained and modified as needed using the Extra Fields Modification Screen, which is described in the next section.
To make changes to an Extra Currency Field, select the field(s) you wish to modify from the list of available Extra Currency Fields on the Extra Fields Administration Screen and click the Button. Timesheet will display the Extra Fields Modification Screen.
This screen allows you to modify the following characteristics of the selected Extra Currency Field(s):
Once you have made the desired modification to the Extra Currency Field(s) in question, click the Button. Timesheet will refresh the Extra Fields Modification Screen and display a green text message confirming the modifications you have requested.
Extra Currency Fields that have been created as, or modified to be, a selection list require at least one value to be created for them. Values are created for selection list Extra Currency Fields via the Selection List Modification popup window which is accessed by clicking the Manage Selection Values link located on the Extra Fields Modification Screen.
Initially, newly created Extra Currency Fields will have no values associated with them. Existing Extra Currency Fields will likely have one or more values already in place. To create a new value for the selection list, simply enter the value and click the Button. Timesheet will refresh the Selection List Modification popup window and display a green text message confirming the creation of the new value. To create additional values, repeat this process.
The default value for any selection list Extra Currency Field is the first value created for that field. Once you have more than one value in place, you may wish to change the default value for this Extra Currency Field. To change the default value for an Extra Currency Field, select the value you would like to serve as the default value using the radio button in the Default column, located to the left of the value names. Once you have chosen the value you would like to be the default for this Extra Currency Field, click the Button. Timesheet will refresh the Selection List Modification popup window and display a green text message confirming the modification. To select a different value as the default value, repeat this process.
If you need to remove one or more values from a select list Extra Currency Field, select the value(s) to remove by checking the boxes in the Delete column for those values and click the Button. Timesheet will refresh the Selection List Modification popup window and display a green text message confirming the deletion of the selected values. To delete additional values, repeat this process.
If you delete all the values for a select list Extra Currency Field, the field will still exist, but no values will be available for it until you create at least one new value.
Deleting a value from a select list Extra Currency Field will not remove those values from Users who already had that value assigned to them. To change existing values for Users, modify the actual Extra Field Record for the User(s) in question.
If you have created an Extra Currency Field that you need to delete, simply select that field in the master list of available Extra Currency Fields on the Extra Fields Administration Screen and click the Button. Timesheet will display a popup warning window asking you to confirm that you wish to delete this Extra Currency Field. If you do indeed want to delete the selected Extra Currency Field, click the Button in the popup window. Timesheet will refresh the Extra Fields Administration Screen and display a green text message confirming the deletion of the selected Extra Currency Field, as well as any historical associations that reference that Extra Currency Field.
Journyx does not recommend deleting any of the default Extra Currency Fields. Please modify these Extra Currency Fields to set their Visibility Status to hidden instead.
Please Note: When you delete an Extra Currency Field that has been configured to be tracked with expense entries, the historical associations between records and the Extra Currency Field in question are also deleted. However, the records themselves are not deleted.
Timesheet allows you to create, track and report on extra fields associated with the three Mileage Entry Column items, whose default names are Reason, Measurement and Vehicle.
Timesheet uses Extra Reason Fields to maintain additional User data. These Extra Fields allow you to store any type of data pertinent to your organization's business needs.
Timesheet includes no default extra fields for Reason.
Timesheet allows you to create any number of additional Extra Reason Fields. The interface for creating these fields is located at the bottom of the Extra Fields Administration Screen. By default, Timesheet allows you to create up to six new Extra Reason Fields at one time. If you need to create more than six of these fields, simply create your first six and then create the remaining new fields in batches of six fields at a time.
To create a new Extra Reason Field, you must provide the following information to Timesheet for each new Extra Reason Field:
Once you have entered the above information for each new Extra Reason Field you wish to create, click the Button. Timesheet will refresh the Extra Fields Administration Screen and display a green text message confirming the creation of the new Extra Reason Fields. Newly created Extra Reason Fields, as well as existing Extra Reason Fields, can be maintained and modified as needed using the Extra Fields Modification Screen, which is described in the next section.
To make changes to an Extra Reason Field, select the field(s) you wish to modify from the list of available Extra Reason Fields on the Extra Fields Administration Screen and click the Button. Timesheet will display the Extra Fields Modification Screen.
This screen allows you to modify the following characteristics of the selected Extra Reason Field(s):
Once you have made the desired modification to the Extra Reason Field(s) in question, click the Button. Timesheet will refresh the Extra Fields Modification Screen and display a green text message confirming the modifications you have requested.
Extra Reason Fields that have been created as, or modified to be, a selection list require at least one value to be created for them. Values are created for selection list Extra Reason Fields via the Selection List Modification popup window which is accessed by clicking the Manage Selection Values link located on the Extra Fields Modification Screen.
Initially, newly created Extra Reason Fields will have no values associated with them. Existing Extra Reason Fields will likely have one or more values already in place. To create a new value for the selection list, simply enter the value and click the Button. Timesheet will refresh the Selection List Modification popup window and display a green text message confirming the creation of the new value. To create additional values, repeat this process.
The default value for any selection list Extra Reason Field is the first value created for that field. Once you have more than one value in place, you may wish to change the default value for this Extra Reason Field. To change the default value for an Extra Reason Field, select the value you would like to serve as the default value using the radio button in the Default column, located to the left of the value names. Once you have chosen the value you would like to be the default for this Extra Reason Field, click the Button. Timesheet will refresh the Selection List Modification popup window and display a green text message confirming the modification. To select a different value as the default value, repeat this process.
If you need to remove one or more values from a select list Extra Reason Field, select the value(s) to remove by checking the boxes in the Delete column for those values and click the Button. Timesheet will refresh the Selection List Modification popup window and display a green text message confirming the deletion of the selected values. To delete additional values, repeat this process.
If you delete all the values for a select list Extra Reason Field, the field will still exist, but no values will be available for it until you create at least one new value.
Deleting a value from a select list Extra Reason Field will not remove those values from Users who already had that value assigned to them. To change existing values for Users, modify the actual Extra Field Record for the User(s) in question.
If you have created an Extra Reason Field that you need to delete, simply select that field in the master list of available Extra Reason Fields on the Extra Fields Administration Screen and click the Button. Timesheet will display a popup warning window asking you to confirm that you wish to delete this Extra Reason Field. If you do indeed want to delete the selected Extra Reason Field, click the Button in the popup window. Timesheet will refresh the Extra Fields Administration Screen and display a green text message confirming the deletion of the selected Extra Reason Field, as well as any historical associations that reference that Extra Reason Field.
Journyx does not recommend deleting any of the default Extra Reason Fields. Please modify these Extra Reason Fields to set their Visibility Status to hidden instead.
Please Note: When you delete an Extra Reason Field that has been configured to be tracked with expense entries, the historical associations between records and the Extra Reason Field in question are also deleted. However, the records themselves are not deleted.
Timesheet uses Extra Measurement Fields to maintain additional User data. These Extra Fields allow you to store any type of data pertinent to your organization's business needs.
Timesheet includes no default extra fields for Measurement.
Timesheet allows you to create any number of additional Extra Measurement Fields. The interface for creating these fields is located at the bottom of the Extra Fields Administration Screen. By default, Timesheet allows you to create up to six new Extra Measurement Fields at one time. If you need to create more than six of these fields, simply create your first six and then create the remaining new fields in batches of six fields at a time.
To create a new Extra Measurement Field, you must provide the following information to Timesheet for each new Extra Measurement Field:
Once you have entered the above information for each new Extra Measurement Field you wish to create, click the Button. Timesheet will refresh the Extra Fields Administration Screen and display a green text message confirming the creation of the new Extra Measurement Fields. Newly created Extra Measurement Fields, as well as existing Extra Measurement Fields, can be maintained and modified as needed using the Extra Fields Modification Screen, which is described in the next section.
To make changes to an Extra Measurement Field, select the field(s) you wish to modify from the list of available Extra Measurement Fields on the Extra Fields Administration Screen and click the Button. Timesheet will display the Extra Fields Modification Screen.
This screen allows you to modify the following characteristics of the selected Extra Measurement Field(s):
Once you have made the desired modification to the Extra Measurement Field(s) in question, click the Button. Timesheet will refresh the Extra Fields Modification Screen and display a green text message confirming the modifications you have requested.
Extra Measurement Fields that have been created as, or modified to be, a selection list require at least one value to be created for them. Values are created for selection list Extra Measurement Fields via the Selection List Modification popup window which is accessed by clicking the Manage Selection Values link located on the Extra Fields Modification Screen.
Initially, newly created Extra Measurement Fields will have no values associated with them. Existing Extra Measurement Fields will likely have one or more values already in place. To create a new value for the selection list, simply enter the value and click the Button. Timesheet will refresh the Selection List Modification popup window and display a green text message confirming the creation of the new value. To create additional values, repeat this process.
The default value for any selection list Extra Measurement Field is the first value created for that field. Once you have more than one value in place, you may wish to change the default value for this Extra Measurement Field. To change the default value for an Extra Measurement Field, select the value you would like to serve as the default value using the radio button in the Default column, located to the left of the value names. Once you have chosen the value you would like to be the default for this Extra Measurement Field, click the Button. Timesheet will refresh the Selection List Modification popup window and display a green text message confirming the modification. To select a different value as the default value, repeat this process.
If you need to remove one or more values from a select list Extra Measurement Field, select the value(s) to remove by checking the boxes in the Delete column for those values and click the Button. Timesheet will refresh the Selection List Modification popup window and display a green text message confirming the deletion of the selected values. To delete additional values, repeat this process.
If you delete all the values for a select list Extra Measurement Field, the field will still exist, but no values will be available for it until you create at least one new value.
Deleting a value from a select list Extra Measurement Field will not remove those values from Users who already had that value assigned to them. To change existing values for Users, modify the actual Extra Field Record for the User(s) in question.
If you have created an Extra Measurement Field that you need to delete, simply select that field in the master list of available Extra Measurement Fields on the Extra Fields Administration Screen and click the Button. Timesheet will display a popup warning window asking you to confirm that you wish to delete this Extra Measurement Field. If you do indeed want to delete the selected Extra Measurement Field, click the Button in the popup window. Timesheet will refresh the Extra Fields Administration Screen and display a green text message confirming the deletion of the selected Extra Measurement Field, as well as any historical associations that reference that Extra Measurement Field.
Journyx does not recommend deleting any of the default Extra Measurement Fields. Please modify these Extra Measurement Fields to set their Visibility Status to hidden instead.
Please Note: When you delete an Extra Measurement Field that has been configured to be tracked with expense entries, the historical associations between records and the Extra Measurement Field in question are also deleted. However, the records themselves are not deleted.
Timesheet uses Extra Vehicle Fields to maintain additional User data. These Extra Fields allow you to store any type of data pertinent to your organization's business needs.
Timesheet includes no default extra fields for Vehicle.
Timesheet allows you to create any number of additional Extra Vehicle Fields. The interface for creating these fields is located at the bottom of the Extra Fields Administration Screen. By default, Timesheet allows you to create up to six new Extra Vehicle Fields at one time. If you need to create more than six of these fields, simply create your first six and then create the remaining new fields in batches of six fields at a time.
To create a new Extra Vehicle Field, you must provide the following information to Timesheet for each new Extra Vehicle Field:
Once you have entered the above information for each new Extra Vehicle Field you wish to create, click the Button. Timesheet will refresh the Extra Fields Administration Screen and display a green text message confirming the creation of the new Extra Vehicle Fields. Newly created Extra Vehicle Fields, as well as existing Extra Vehicle Fields, can be maintained and modified as needed using the Extra Fields Modification Screen, which is described in the next section.
To make changes to an Extra Vehicle Field, select the field(s) you wish to modify from the list of available Extra Vehicle Fields on the Extra Fields Administration Screen and click the Button. Timesheet will display the Extra Fields Modification Screen.
This screen allows you to modify the following characteristics of the selected Extra Vehicle Field(s):
Once you have made the desired modification to the Extra Vehicle Field(s) in question, click the Button. Timesheet will refresh the Extra Fields Modification Screen and display a green text message confirming the modifications you have requested.
Extra Vehicle Fields that have been created as, or modified to be, a selection list require at least one value to be created for them. Values are created for selection list Extra Vehicle Fields via the Selection List Modification popup window which is accessed by clicking the Manage Selection Values link located on the Extra Fields Modification Screen.
Initially, newly created Extra Vehicle Fields will have no values associated with them. Existing Extra Vehicle Fields will likely have one or more values already in place. To create a new value for the selection list, simply enter the value and click the Button. Timesheet will refresh the Selection List Modification popup window and display a green text message confirming the creation of the new value. To create additional values, repeat this process.
The default value for any selection list Extra Vehicle Field is the first value created for that field. Once you have more than one value in place, you may wish to change the default value for this Extra Vehicle Field. To change the default value for an Extra Vehicle Field, select the value you would like to serve as the default value using the radio button in the Default column, located to the left of the value names. Once you have chosen the value you would like to be the default for this Extra Vehicle Field, click the Button. Timesheet will refresh the Selection List Modification popup window and display a green text message confirming the modification. To select a different value as the default value, repeat this process.
If you need to remove one or more values from a select list Extra Vehicle Field, select the value(s) to remove by checking the boxes in the Delete column for those values and click the Button. Timesheet will refresh the Selection List Modification popup window and display a green text message confirming the deletion of the selected values. To delete additional values, repeat this process.
If you delete all the values for a select list Extra Vehicle Field, the field will still exist, but no values will be available for it until you create at least one new value.
Deleting a value from a select list Extra Vehicle Field will not remove those values from Users who already had that value assigned to them. To change existing values for Users, modify the actual Extra Field Record for the User(s) in question.
If you have created an Extra Vehicle Field that you need to delete, simply select that field in the master list of available Extra Vehicle Fields on the Extra Fields Administration Screen and click the Button. Timesheet will display a popup warning window asking you to confirm that you wish to delete this Extra Vehicle Field. If you do indeed want to delete the selected Extra Vehicle Field, click the Button in the popup window. Timesheet will refresh the Extra Fields Administration Screen and display a green text message confirming the deletion of the selected Extra Vehicle Field, as well as any historical associations that reference that Extra Vehicle Field.
Journyx does not recommend deleting any of the default Extra Vehicle Fields. Please modify these Extra Vehicle Fields to set their Visibility Status to hidden instead.
Please Note: When you delete an Extra Vehicle Field that has been configured to be tracked with expense entries, the historical associations between records and the Extra Vehicle Field in question are also deleted. However, the records themselves are not deleted.
Extra Fields in Timesheet are used to store additional information about Users and Projects. This information can then be made available for reporting purposes and can serve as filtering and sorting mechanisms in the reports themselves. Before your Extra Fields can do all of this, though, you must get data into them. This section discusses adding data to all of your Extra Fields. Because Timesheet provides the ability to add any number of custom Extra Fields to your organization's installation, this part of the documentation will focus solely on the process of entering data into Extra Fields, rather than a detailed discussion of any specific fields.
When you create or modify a User in Timesheet, you will have the option of clicking the button. This button links to the Extra User Fields Screen, shown below.
This screen is used to enter values for the Extra User Fields contained within your organization's Timesheet installation. There are two types of entry process available:
Once you have entered all the values you wish stored in the Extra User Fields for the User in question, click the Button. Timesheet will refresh the Extra User Fields Screen and display a green text message confirming the changes you have made.
If you receive a red text error message after clicking the Button, please confirm that you were not trying to enter data that did not match the Data Type of the Extra User Fields in question. Extra User Field Data Types are explained in detail below.
Each Extra User Field in Timesheet is limited to one data type that is defined when the field is created. Timesheet displays the data type of each Extra User Field to the right of the name of each field. Data for each extra field must be entered as the appropriate data type. There are five data types available for Extra User Fields:
Therefore, a date type Extra User Field must be entered as a date. A decimal number, a string of letters/numbers, or even a date in a non-accepted format, cannot be used.
When you create or modify a Project in Timesheet, you will have the option of clicking the button. This button links to the Extra Project Fields Screen, shown below.
This screen is used to enter values for the Extra Project Fields contained within your organization's Timesheet installation. There are two types of entry process available:
Once you have entered all the values you wish stored in the Extra Project Fields for the Project in question, click the Button. Timesheet will refresh the Extra Project Fields Screen and display a green text message confirming the changes you have made.
If you receive a red text error message after clicking the Button, please confirm that you were not trying to enter data that did not match the Data Type of the Extra Project Fields in question. Extra Project Field Data Types are explained in detail below.
Each Extra Project Field in Timesheet is limited to one data type that is defined when the field is created. Timesheet displays the data type of each Extra Project Field to the right of the name of each field. Data for each extra field must be entered as the appropriate data type. There are five data types available for Extra Project Fields:
Therefore, a date type Extra Project Field must be entered as a date. A decimal number, a string of letters/numbers, or even a date in a non-accepted format, cannot be used.
When you create or modify a Task in Timesheet, you will have the option of clicking the button. This button links to the Extra Task Fields Screen, shown below.
This screen is used to enter values for the Extra Task Fields contained within your organization's Timesheet installation. There are two types of entry process available:
Once you have entered all the values you wish stored in the Extra Task Fields for the Task in question, click the Button. Timesheet will refresh the Extra Task Fields Screen and display a green text message confirming the changes you have made.
If you receive a red text error message after clicking the Button, please confirm that you were not trying to enter data that did not match the Data Type of the Extra Task Fields in question. Extra Task Field Data Types are explained in detail below.
Each Extra Task Field in Timesheet is limited to one data type that is defined when the field is created. Timesheet displays the data type of each Extra Task Field to the right of the name of each field. Data for each extra field must be entered as the appropriate data type. There are five data types available for Extra Task Fields:
Therefore, a date type Extra Task Field must be entered as a date. A decimal number, a string of letters/numbers, or even a date in a non-accepted format, cannot be used.
When you create or modify a Pay Type in Timesheet, you will have the option of clicking the button. This button links to the Extra Pay Type Fields Screen, shown below.
This screen is used to enter values for the Extra Pay Type Fields contained within your organization's Timesheet installation. There are two types of entry process available:
Once you have entered all the values you wish stored in the Extra Pay Type Fields for the Pay Type in question, click the Button. Timesheet will refresh the Extra Pay Type Fields Screen and display a green text message confirming the changes you have made.
If you receive a red text error message after clicking the Button, please confirm that you were not trying to enter data that did not match the Data Type of the Extra Pay Type Fields in question. Extra Pay Type Field Data Types are explained in detail below.
Each Extra Pay Type Field in Timesheet is limited to one data type that is defined when the field is created. Timesheet displays the data type of each Extra Pay Type Field to the right of the name of each field. Data for each extra field must be entered as the appropriate data type. There are five data types available for Extra Pay Type Fields:
Therefore, a date type Extra Pay Type Field must be entered as a date. A decimal number, a string of letters/numbers, or even a date in a non-accepted format, cannot be used.
When you create or modify a Bill Type in Timesheet, you will have the option of clicking the button. This button links to the Extra Bill Type Fields Screen, shown below.
This screen is used to enter values for the Extra Bill Type Fields contained within your organization's Timesheet installation. There are two types of entry process available:
Once you have entered all the values you wish stored in the Extra Bill Type Fields for the Bill Type in question, click the Button. Timesheet will refresh the Extra Bill Type Fields Screen and display a green text message confirming the changes you have made.
If you receive a red text error message after clicking the Button, please confirm that you were not trying to enter data that did not match the Data Type of the Extra Bill Type Fields in question. Extra Bill Type Field Data Types are explained in detail below.
Each Extra Bill Type Field in Timesheet is limited to one data type that is defined when the field is created. Timesheet displays the data type of each Extra Bill Type Field to the right of the name of each field. Data for each extra field must be entered as the appropriate data type. There are five data types available for Extra Bill Type Fields:
Therefore, a date type Extra Bill Type Field must be entered as a date. A decimal number, a string of letters/numbers, or even a date in a non-accepted format, cannot be used.
When you create or modify a Expense Code in Timesheet, you will have the option of clicking the button. This button links to the Extra Expense Code Fields Screen, shown below.
This screen is used to enter values for the Extra Expense Code Fields contained within your organization's Timesheet installation. There are two types of entry process available:
Once you have entered all the values you wish stored in the Extra Expense Code Fields for the Expense Code in question, click the Button. Timesheet will refresh the Extra Expense Code Fields Screen and display a green text message confirming the changes you have made.
If you receive a red text error message after clicking the Button, please confirm that you were not trying to enter data that did not match the Data Type of the Extra Expense Code Fields in question. Extra Expense Code Field Data Types are explained in detail below.
Each Extra Expense Code Field in Timesheet is limited to one data type that is defined when the field is created. Timesheet displays the data type of each Extra Expense Code Field to the right of the name of each field. Data for each extra field must be entered as the appropriate data type. There are five data types available for Extra Expense Code Fields:
Therefore, a date type Extra Expense Code Field must be entered as a date. A decimal number, a string of letters/numbers, or even a date in a non-accepted format, cannot be used.
When you create or modify a Source in Timesheet, you will have the option of clicking the button. This button links to the Extra Source Fields Screen, shown below.
This screen is used to enter values for the Extra Source Fields contained within your organization's Timesheet installation. There are two types of entry process available:
Once you have entered all the values you wish stored in the Extra Source Fields for the Source in question, click the Button. Timesheet will refresh the Extra Source Fields Screen and display a green text message confirming the changes you have made.
If you receive a red text error message after clicking the Button, please confirm that you were not trying to enter data that did not match the Data Type of the Extra Source Fields in question. Extra Source Field Data Types are explained in detail below.
Each Extra Source Field in Timesheet is limited to one data type that is defined when the field is created. Timesheet displays the data type of each Extra Source Field to the right of the name of each field. Data for each extra field must be entered as the appropriate data type. There are five data types available for Extra Source Fields:
Therefore, a date type Extra Source Field must be entered as a date. A decimal number, a string of letters/numbers, or even a date in a non-accepted format, cannot be used.
When you create or modify a Currency in Timesheet, you will have the option of clicking the button. This button links to the Extra Currency Fields Screen, shown below.
This screen is used to enter values for the Extra Currency Fields contained within your organization's Timesheet installation. There are two types of entry process available:
Once you have entered all the values you wish stored in the Extra Currency Fields for the Currency in question, click the Button. Timesheet will refresh the Extra Currency Fields Screen and display a green text message confirming the changes you have made.
If you receive a red text error message after clicking the Button, please confirm that you were not trying to enter data that did not match the Data Type of the Extra Currency Fields in question. Extra Currency Field Data Types are explained in detail below.
Each Extra Currency Field in Timesheet is limited to one data type that is defined when the field is created. Timesheet displays the data type of each Extra Currency Field to the right of the name of each field. Data for each extra field must be entered as the appropriate data type. There are five data types available for Extra Currency Fields:
Therefore, a date type Extra Currency Field must be entered as a date. A decimal number, a string of letters/numbers, or even a date in a non-accepted format, cannot be used.
When you create or modify a Reason in Timesheet, you will have the option of clicking the button. This button links to the Extra Reason Fields Screen, shown below.
This screen is used to enter values for the Extra Reason Fields contained within your organization's Timesheet installation. There are two types of entry process available:
Once you have entered all the values you wish stored in the Extra Reason Fields for the Reason in question, click the Button. Timesheet will refresh the Extra Reason Fields Screen and display a green text message confirming the changes you have made.
If you receive a red text error message after clicking the Button, please confirm that you were not trying to enter data that did not match the Data Type of the Extra Reason Fields in question. Extra Reason Field Data Types are explained in detail below.
Each Extra Reason Field in Timesheet is limited to one data type that is defined when the field is created. Timesheet displays the data type of each Extra Reason Field to the right of the name of each field. Data for each extra field must be entered as the appropriate data type. There are five data types available for Extra Reason Fields:
Therefore, a date type Extra Reason Field must be entered as a date. A decimal number, a string of letters/numbers, or even a date in a non-accepted format, cannot be used.
When you create or modify a Measurement in Timesheet, you will have the option of clicking the button. This button links to the Extra Measurement Fields Screen, shown below.
This screen is used to enter values for the Extra Measurement Fields contained within your organization's Timesheet installation. There are two types of entry process available:
Once you have entered all the values you wish stored in the Extra Measurement Fields for the Measurement in question, click the Button. Timesheet will refresh the Extra Measurement Fields Screen and display a green text message confirming the changes you have made.
If you receive a red text error message after clicking the Button, please confirm that you were not trying to enter data that did not match the Data Type of the Extra Measurement Fields in question. Extra Measurement Field Data Types are explained in detail below.
Each Extra Measurement Field in Timesheet is limited to one data type that is defined when the field is created. Timesheet displays the data type of each Extra Measurement Field to the right of the name of each field. Data for each extra field must be entered as the appropriate data type. There are five data types available for Extra Measurement Fields:
Therefore, a date type Extra Measurement Field must be entered as a date. A decimal number, a string of letters/numbers, or even a date in a non-accepted format, cannot be used.
When you create or modify a Vehicle in Timesheet, you will have the option of clicking the button. This button links to the Extra Vehicle Fields Screen, shown below.
This screen is used to enter values for the Extra Vehicle Fields contained within your organization's Timesheet installation. There are two types of entry process available:
Once you have entered all the values you wish stored in the Extra Vehicle Fields for the Vehicle in question, click the Button. Timesheet will refresh the Extra Vehicle Fields Screen and display a green text message confirming the changes you have made.
If you receive a red text error message after clicking the Button, please confirm that you were not trying to enter data that did not match the Data Type of the Extra Vehicle Fields in question. Extra Vehicle Field Data Types are explained in detail below.
Each Extra Vehicle Field in Timesheet is limited to one data type that is defined when the field is created. Timesheet displays the data type of each Extra Vehicle Field to the right of the name of each field. Data for each extra field must be entered as the appropriate data type. There are five data types available for Extra Vehicle Fields:
Therefore, a date type Extra Vehicle Field must be entered as a date. A decimal number, a string of letters/numbers, or even a date in a non-accepted format, cannot be used.