Enhanced interface

Specify timesheet rules

Companies often have rules that specify how much and when employees can work. By setting up timesheet rules, you can enforce your company's policies when an employee enters the timesheet. Timesheets that don't meet the rules can't be submitted.

On your timesheet rule, you can do the following:

Specify your company's workdays and weekend days.
Specify the minimum and maximum number of work hours per day.
Decide whether employees can enter time for weekends or holidays.

You can create a timesheet rule that is global, which you can apply across your entire organization. Or, you can create a timesheet rule that applies only to a specific holiday schedule or designated project workers. Create specific timesheet rules if your projects span multiple departments or multiple entities that have different work schedules.

Specify timesheet rules for all employees

If you don't select specific employees for the timesheet rule, it applies to all employees.

Subscription	Time and Expenses Projects
Regional availability	All regions
User type	Business Project Manager
Permissions	Time Timesheet rules: List, View, Add

Go to Time > Setup > Time options > and select Add (circle) next to Timesheet rules.
Enter a Rule name.
Select or enter a Start date.
Select or enter an End date.

Unless your work week is a non-standard Western work week, leave the default Work Days and Weekends selected.
Set the parameters for your timesheet rules:
- Enter the minimum and maximum hours per day.
- Enter the minimum and maximum hours for approval.
- Enter the minimum and maximum hours for the weekend.
Intacct rejects any timesheet with hours outside the parameters you set.
Select Save.

Specify timesheet rules for different employees

You can set up different rules for different employees, such as employees from different departments or locations. This is especially useful if you are planning to exclude time entry on holidays and need to be able to specify different holiday schedules.

Subscription	Time and Expenses Projects
Regional availability	All regions
User type	Business Project Manager
Permissions	Time Timesheet rules: List, View, Add

Go to Time > Setup > Time options > and select Add (circle) next to Timesheet rules.
Enter a Rule name.
Select or enter a Start date.
Select or enter an End date.
Choose the Rule assignment tab.
Select Employee assignment.
In the Available items box, select a user to move to the Selected items box.

Select Add all in the Available items box to move all users to the Selected items box.
Select Done.
Select Save.

To remove a user from the Selected items box, select the X next to a name.

If you select the Do not allow on holidays checkbox, and you have a different set of holidays for this set of employees, go to Specify a holiday schedule.

Specify a holiday schedule

To display the Holidays tab, select the Do not allow on holidays checkbox.

Subscription	Time and Expenses Projects
Regional availability	All regions
User type	Business Project Manager
Permissions	Time Timesheet rules: List, View, Add, Edit

Go to Time > Setup > Time options > and select Add (circle) next to Timesheet rules.
Enter a Rule name.
Select or enter a Start date.
Select or enter an End date.
Select the Do not allow on holidays checkbox.

The Holidays tab appears after you save and edit.
Select Save.
Find the timesheet rule and select Edit.
Choose the Holidays tab.
Next to Holiday schedules, select Add.
Enter a Schedule name.
Enter a Holiday name.
Select or enter a Date.
Select Save.
Select Save again.

Field descriptions

The following tables describes each item on the Timesheet rules information page:

Rules tab

Use this section to set up the timesheet rule and establish basic rules for time submitted.

Option	Description
Rule name	The name of the timesheet rule.
Start date	The start date of the timesheet rule.
End date	The end date of the timesheet rule.
Status	The status of the timesheet rule. The following option are: Active. The timesheet rule is available to use. Inactive. The timesheet rule is unavailable to use.
Workdays	The workdays applied to the timesheet rule. Select the checkboxes of days that you want to include in the timesheet rule. Intacct defaults to a work week of Monday through Friday.
Weekends	The weekend days applied to the timesheet rule. Select the checkboxes of days that you want to include in the timesheet rule. Intacct defaults to a weekend of Saturday and Sunday.
Min hours per work day	Enter the minimum hours per work day.
Max hours per work day	Enter the maximum hours per work day.
Min hours for approval	Enter the minimum hours for approval.
Max hours for approval	Enter the maximum hours for approval.
Min hours (weekend)	Enter the minimum hours per weekend. Enter 0 for weekend hours if no one works on weekends.
Max hours (weekend)	Enter the maximum hours per weekend. Enter 0 for weekend hours if no one works on weekends.
Require notes	Select to require notes for every time entry.
Do not allow on holidays	Select to display the Holidays tab. Intacct rejects any timesheet submitted with work performed on a company holiday.

Holidays tab

If you don't allow time to be submitted on holidays, you can use the Holidays tab to specify the list of holidays and dates.

If you don't see the Holidays tab, select the Do not allow on holidays checkbox and save the timesheet rule. When you re-open the timesheet rule, the Holidays tab appears.

Option	Description
Add	Select to add a holiday schedule.
Name	Enter a name for the holiday schedule.
View	Select to view holiday schedule details.
Delete	Select to delete a holiday schedule.

Rule assignment tab

Use this section to require specific individuals to comply with this timesheet rule.

Option	Description
Employee assignment	Select to assign specific individuals a timesheet rule.