Submitting and Approving Timesheets

To find out more about www.salesorder.com click here to set an appointment. Timesheets must to be submitted for approval before being accepted. A simple approval mechanism makes this easy. Only certain Roles can approve timesheets. To set this up: Timesheet approval Timesheet approval NOTE: If you are in a role to approve Timesheets, your own Timesheets will be automatically approved. … Read More

Working with Timesheets

To find out more about www.salesorder.com click here to set an appointment. The electronic Timesheet Document allows staff to enter time worked on Jobs/Projects both internal and external. You no longer need a paper ‘Timesheet Form’. You can associate a time booked with a specific Job, by using the Timesheet Line Item table. There are two ways: The New Timesheet … Read More

Submitting and Approving Expense Claims

To find out more about www.salesorder.com click here to set an appointment. Expense Claims must be submitted for approval before being paid. A simple approval mechanism makes this easy. Only certain Roles can approve expense claims. Expense Claim Approval Expense Claim Approval NOTE: Expense Claims are only committed to the accounts when they have been approved. If you are in … Read More

Expense Claim Fields

To find out more about www.salesorder.com click here to set an appointment. The unique id assigned to this Worker. This is the Worker that owns the Expense Claim. Usually the Worker who created the Document, but the Owner can be changed at any time. This dropdown field will list the current Workers with login permission. Current state of the Expense’s approval – … Read More

Working with Expense Claims

To find out more about www.salesorder.com click here to set an appointment. The Expense Claim Document allows staff to enter their expenses. You no longer need a paper ‘Expense Form’ as all the underlying accounting for these expenses are now done automatically. You can associate an expense with a specific job, by using the Expense Claim Line Item. There are … Read More

Expenses/Timesheets

To find out more about www.salesorder.com click here to set an appointment. See below the Expenses/Timesheets Explorer Folder: From here both your Expense Claims and Timesheets can be accessed. The Expense Claim Document allows staff to enter their expenses. You no longer need a paper ‘Expense Form’ as all the underlying accounting for these expenses are now done automatically. Similarly, the … Read More

Working with your salesorder.com account

To find out more about www.salesorder.com click here to set an appointment. Your www.salesorder.com account allows you to do a number of things such as: Your account can be accessed through the www.salesorder.com website. From within the application, certain details of your account can be accessed as well. The www.salesorder.com account page The www.salesorder.com account page Some fields are explained … Read More

General Journal fields

To find out more about www.salesorder.com‘s accounting prowess, have a look here, or click here to set an appointment. A reference number auto-assigned. See Working with Reference numbers (Ref #). See Working with A/C Memo. The Status of the Journal Entry. See Transaction Document Fields. The effective date of the Journal Entry postings. Usually the person – Worker who created … Read More