Some projects in OnTrax Timesheets are fiscally based projects and some are task based. This section deals with expense items that are task based. Expense items associated with projects need to be entered into the project plan just like any other posting category that you have associated with the project. By assigning the expense items and setting the expense items by mapping them within the plan, it tells OnTrax to keep track of this employee expense associated with the project.
To set up expenses in a project task plan, enter the project plan. You can assign expenses anywhere in the task items, but it might make more sense to create an entire phase for "expenses". To do this, select "create phase", then double click on the phase sequence number and change to any sequence number you would like. Then change the name of the Task phase to "expenses."
After creating your expense category Select "Add New Task". Your next task can be set up as an expense item in OnTrax.
Set the sequence number, title the expense category for this project what ever you would like, and then map it to the expense category it should post too.
Notice how users are not necessary for this item.. All expense users assigned to this project on the project level, can now post expenses to this category. When setting up this item, it automatically sets itself to "no auto calculation" before setting the date range for this item. No expense calculations are associated in the task planning area. However creating the expense items in the task planning area will now associate this expense item directly with the project so users can post against it.