Timesheet Portal allows for exporting invoices under a single accounting code (fixed) or using multiple accounting codes. Below you will find information on how to set up each type of export option in order to best suit your companies export requirements for users who are using an online accounting package.
​
​ Fixed Accounting Code
A fixed accounting code is used when you are exporting your invoices to your chosen account package under a single accounting code. For example, if all your sales invoices are to be exported under a single accounting code you can select fixed and then select the appropriate accounting code.
​
​ Multiple account codes
​ The ability to export invoices using multiple accounting codes gives you greater control over each individual invoice being raised in Timesheet Portal and exported to your chosen accounting package. Multiple accounting codes can be used if your invoices are required to be exported with specific requirements. For example, if you are required to export your invoices against a different accounting code based on the work being completed.
​
For the different types of export options see below.
​
​

Task Consultant can be set on each individual task allowing you to export your invoices based on the consultants listed on each task. This allows for you to have easy access to each consultants invoices once they have been exported to your accounting package.
​
To set your chagecodeterm consultant as your accounting codes follow the below steps.
​

Select Task Consultant from the invoice time drop-down menu and click save changes

From the left-hand navigation click System Management followed by Administrators

Edit an existing administrator using the pencil icon or create a new administrator by clicking Create new administrator. In the main details tab, you will see the invoice accounting code drop down menu is now available. Select the appropriate accounting code for each administrator (Task Consultant)

Click Update to save your changes

Once you have applied all the relevant accounting codes you will then need to make sure each task consultant is correctly allocated to each task.

Task Categories can be set on each task allowing you to export invoices based on the type of work being done for each client.
​
To set your task as your accounting codes follow the below steps.
​

Select the Task Category from the invoiced time drop-down menu and click save changes

From the settings menu click Lists followed by Task Categories

Edit an existing task category using the pencil icon located on the right hand side of the screen or create a new task category by clicking Create new Task Category

The edit form will now display the invoice accounting code drop-down menu which will allow you to link your accounting codes to each task category on your account

Click Update to save your changes

Once you have applied all the relevant accounting codes you will then need to make sure that all your project have their task category correctly assigned

Cost centres can be linked either on the client level, allowing you to export all invoices for a client to a single accounting codes. The cost centre can also be set against each individual task allowing for each individual task to be exported to their own accounting codes regardless of the client they are associated to. Please choose the most appropriate export method for your set up.
​
To set the cost centre as your accounting codes follow the below steps.

Select the Cost Centre from the invoiced time drop-down menu and click Save Changes

From the Settings menu click Lists followed by Cost Centres

Edit an existing cost centre using the pencil located on the right-hand side of the screen or create a new cost centre by clicking Create Cost Centre

The edit form will now display the invoice accounting code drop-down menu which will allow you to link your accounting codes to each cost centre

Click update to save your changes

Once you have applied all the relevant accounting codes you will then need to make sure that all your Clients or Tasks have their cost centres correctly assigned

Client categories can be set against each client allowing you to export each invoice to their own accounting code. This can be used if you have multiple clients listed under a single accounting code or simply require all invoices for a single client to be listed under a single accounting code.
​
To set the client category as your accounting code follow the below steps.

Select the client category from the invoiced time drop-down menu and click save changes

From the settings menu click Lists followed by Client Categories

Edit an existing Client Category using the pencil icon or create a new client category by clicking create client category

The edit form will now display the invoice accounting code drop-down menu which will allow you to link your accounting codes to each client category

Click update to save your changes

Once you have applied all the relevant accounting codes you will need to make sure that all your clients have their client categories correctly assigned

​
Timesheet Rate
Timesheet rates allow for each accounting code to be exported based on the rates used within Timesheet Portal
​
To set the timesheet rates as your accounting code follow the below steps.
​

Select Timesheet Rate from the invoiced time drop-down menu and click save changes

From the settings menu click Rate Codes & Units followed by Rates

Edit an existing rate using the pencil icon or create a new rate by clicking Create New Rate

The edit form will now display the invoice accounting code drop-down menu which will allow you to link your accounting codes to each rate on Timesheet Portal

Click update to save your changes

O

nce you have applied all the relevant accounting codes you will then need to make sure that all your rates are correctly assigned toe each task

Employee groups can be used if you are already using employee groups or you are wanting your invoices based on specific requirements to each group of employees.
​
To set the employee groups as your accounting code please follow the below steps.
​

Select the Employee Group from the invoiced time drop-down menu and click save changes

Please note the employee groups also have the ability to add a fallback mapping in the event a group is no longer used

From the settings menu click Lists followed by Employee Groups

Edit an existing employee group by clicking the pencil icon or create a new employee group by clicking create new employee group

The edit form will now display the invoice accounting code drop-down menu which will allow you to link your accounting codes to each employee group

Click Update to save your changes

Once you have applied all the relevant accounting codes you will the need to make sure that all your employee groups are correctly assigned to each employee