Employee Time and Expenses

1. Controlled Online Accounting Employee Time and Expenses

2. Time and Expenses Main Page Clicking the “My Time and Expenses” tab displays the Time and Expenses Main Page. This page allows users to create a new Time Report, a new Expense Report, edit previously saved reports or view previously submitted reports.

3. Time Report Time reports capture billable and/or non-billable time of employees. Time reports aid in billing by automatically including billable time on customer invoices, and can be used to support the payroll of hourly employees. Select the correct week Enter a description Enter the hours by day Users can include a customer for any line on the time report to aid in billing. Marking a line item as billable makes it available for automatic inclusion in a customer invoice. A department can be selected for any line on the time report to aid in financial reporting by department.

4. Expense Report Expense reports capture billable and/or non-billable business expenses paid by employees, including travel expenses or other costs paid by the employee on the company’s behalf (e.g., purchasing office supplies). Enter the amount Select a type of expense Enter a description Select an approver Expense “Types” are controlled by the Items created by users with General Ledger Maintenance permissions. Expense Items must be created before users can record expenses. Users can include a customer for any line on the expense report to aid in billing. Marking a line item as billable makes it available for automatic inclusion in a customer invoice.