The different types that have to be chosen in several places in the system, you can define yourself to suit your business.
You will find the types via the menu item:
Administration > Types
Setting up and creating the different types is defined below.
Hour types are used to calculate the finances of the various projects. An hourly type is defined with a cost price and a selling price.
Hourly types are added to a project’s tasks in order to draft a budget for the project.
Furthermore, a user can be assigned the default hour type:
Administration > Users > Show Users > Edit
Thus, when the employee is allocated to a project, they will appear at this price under the project team tab, and when they register hours on the project, their hourly type will be included in the project economy.
NOTE! It is possible to change and adjust the employees’ cost and sales price from project to project.
Create hour type
Administration > Types > Show hour types
Here you can see which types have already been created and which cost and sales price they have been created with. You can edit these by clicking on the pencil. To create your own hour type, access:
Administration > Types > Create hour type
Name the type and enter the sales and cost price of the type, as well as a unique item number (we recommend that you use item number 100 and above).
NOTE! editing an hour type takes effect backwards in the budget of the tasks where the type is selected.
NOTE! If an hour type is in use, it cannot be deleted.
Project types are used to categorize the project and can be used as a filter in various overviews and reports.
Administration > Types > Show Project Types
Here you can see which project types have already been created, these can be edited by clicking on the pencil – or deleting by pressing the cross.
NOTE! If a project type is in use, it is not possible to delete it.
Create Project Type
You can create your own project types under the menu item:
Administration> Types> Create Project Type
Give the type a name in Danish, as a minimum, and let the status be Active if the type should be registered.
Customer types are used to categorize customers in the customer directory.
Administration > Type s> Show Customer Types
Here you can see which types have already been created and edit them by clicking on the pencil – or deleting by pressing the cross.
Create customer type
You create the customer type, via the menu item:
Administration > Types > Create Customer Type
Give the name a name and check if it has a default value
Expense types are used when employees have to register an outlay. Outlay types are the types you choose between when you register an outlay via the app or browser.
It’s also the ones you choose from when adding a budget line to your project budget on the Budget tab when editing a project.
You can find outlay types via the user menu:
Administration > Types > Show Expense Types
Here you can see which types of outlays have already been created, you can edit them by clicking on the pencil – or deleting by pressing the cross.
Create extension type
You create an outlay type via the menu item:
Administration> Types> Create Expense Type
Give the type of extension a name, enter which unit (eg currency) the outlays must be counted in, enter how much a unit costs and give the item a product number (we recommend using item number 300 and above).
NOTE! If you use currency in unit, then price per unit will be device should always be 1, since you actually enter numbers when you create an outlay.
If you want the employee to add a comment when creating an outlay, you can check the compulsory comment and enter a description of what the comment should contain.
You can enter a pre-filled amount if the outlay is always of the same value, but this only has effect if you at the same time tick the show in the weekly note, as this is where you get the amount shown.
Please note that price per device must still be 1 if currency is in unit.
Supplier types are used to categorize suppliers. If you use registration of supplier invoices, supplier types must be created and the suppliers must have one or more types assigned.
You can find the supplier types via the user menu:
Administration > Types > Show vendor types
Here you can see which types have already been created, these can be edited by clicking on the pencil – or deleting by pressing the cross.
You create a new vendor type through the user menu:
Administration > Types > Create vendor type
Give the name a name and set the status to active
Employee types are assigned to the individual users, via the menu items:
Administration > Users > Create Users
Administration > Users > Show Users > Edit
Employee types are used to differentiate employees, eg by extracting reports.
You find and create employee types via the menu item:
Administration> Types> Employee Types
Here you can edit the name and create new types – and delete by pressing the trash can.