Application Considerations
Overview
Time and Expenses
Projects
Budgets
Reports
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    1. OnTrax Overview
    2. Getting Started with the OnTrax Timesheets
    2A. Setting Up Your Internal Email System for Broadcast Email
    2B.Workflow Defined
    2C.Work Flow Setup Steps
    2D.Work Flow Approver Types
    2E.Work Flow
    2F Work Flow User Assignment Button
    2G. DCAA Compliance
    2H. Productivity
    2J. Compliance and Notifications
    3. Setting up User Master Screens
    3A. Entering Salaried Employees
    3B. Creating Multiple users easily
    3C. Assigning Users into Groups
    3D. Editing Master User Info
    3E. Passwords
    3F. Custom Fields
    3G. Setting User Preferences-Quick Tips
    3H. Setting Time Entry Option
    3I. Freeing up a User License Seat
    4A. Creating Project Items
    4B. Creating Project Item Groups
    4C. Overtime with the OnTrax Timesheets
    4D. Creating Projects
    4E. Assigning Project Items to Projects
    4F. PROJECT USERS (Assignment and Authorizations)
    4G. Setting Up Project Plans
    4H. Setting Up Project Plans- Task based
    4I. Child projects
    4J. Changing Billable Rates at the Project Level
    4K. Setting up Child Project Spreadsheets
    4L. "Man with the Dollar Sign" Icon (What does he Mean?)
    4M. Project Level Messages
    4N. De-Activating a Project
    4O. Comments on Plans and Budgets
    4P. Locked Locally Settings
    4Q. General Expenses
    4R. Creating Project Task Plan Templates
    4S. Expense Set Up-Task Based
    4T. Exporting Task based project plans to excel or for MS Project
    5A. Adding Budget Items to the OnTrax Timesheets
    5B. Adding Budgets to the OnTrax Timesheets
    5C. Linking Budgets to Projects
    5D. Mapping project items to Budgets
    5E. Child Budgets
    6A. Time & Expense Entries
    6B. Entering Project Hours (Time Entry)
    6C. Entering Expenses
    6F. View Weekly Overview Function
    6G. Setting Up Auto-Approve for Time Users
    7A. Report Overview
    7B. Employee/User Reports
    7C. Project Reports
    7D. Toggle My/All Budgets and Projects
    7E. Budget Reports
    7F. Saving Reports
    7G. OLAP (On Line Analytical Processing) Reporting
    7H. Task Based Project Charts
    7I. Work Flow Status and Posting History
    8A. Scheduled Jobs and E Mail Reminders
    8B. Sending Broadcast Email (types)
    8C. Locks
    8D. Working with Multiple Windows
    9A. Exporting Data
    9B. General Data Export
    9C. Payroll Export
    9D. Customer Billing Export
    9E. Importing data from Sage Accpac ERP
    9F. Importing Information (General)
    9G.Mapping and Importing into the Accpac ERP system
    9H. Reimbursable Expenses
    9I. Creating Invoices with OnTrax Timesheets