The Time & Expense Workbench is the single 'go to' interface for analyzing and working with your time & expense items in an efficient manner. This fully customizable workbench allows you to create an environment that works best for you. Part ad hoc reporting tool, part analysis engine and part quick link to opportunities this is the destination for working effectively.
You decide what is displayed in both table and graph format with interactive drill down to groupings or drill across to source objects. Each user or group can have their own view to maximize usability.
Additionally, his interface can be used to enter your new time and expense items directly. Your system administrator can determine which quick entry method is displayed, Single, Table or Timesheet. Refer to the Workbench Installation and Setup for details.
Using the Time & Expense Workbench
Click on the T&E Workbench tab to display the workbench
The T&E Workbench has 5 sections.
The Header section contains links to the T&E Policy. This site provides the details of what expense accounts can be used and what restrictions there may be. The remaining links display the Welcome Page for a specific audience, User, Manager, Accountant and the System Administrator who is performing the Setup tasks. This same information can be accessed directly from the Welcome page.
The upper left section contains links to each interface for entering T&E Items. Each of these interfaces is described in T&E Items.
The upper right section contains the query criteria used to determine the T&E items that will populate the table and chart in the results section. All criteria uses 'and' logic. When the desired criteria have been entered, click the Query button to show the results. Use the reset filter to set the query criteria values to the default values.
The middle section displays the query results set in table and chart format. These are both interactive and allow for dynamic change of the results set.
The table lists all T&E items that meet the criteria. Clicking on any hyperlinked value (T&E Item, Account, Project or T&E Report) will open the target window for that record. It can then be reviewed or updated as desired.
The bottom of the list shows the total number of records. You can set the number of records displayed per page to 10, 20, 30 or 40. Use the arrow keys to move from page to page. The totals (for a given page) for any numeric values are also displayed. The last page will include the grand total for all records.
Note: The fields displayed in the table and the selections in the drop down list for the chart are dependent on the Workbench Setup.
Sorting can be performed on any column or multiple columns. Click on a column heading to sort by that column. To sort on an additional column use Shift-click on the subsequent column.
The Chart is displayed with the default co-ordinates or All (meaning no time delineation), Count and Status. You can change the co-ordinates to any values in the drop down list.
Select a time aspect for the Chart of Monthly and select Expense Amount and Account for the x and y co-ordinates.
The Chart is now a bar chart with subsections for each Account over each month. Hover over any section of the chart and the specific account name and amount will display.
Click on any section of the chart and the table when then display just those T&E Items that comprise that subset.
To the upper left of the chart two icons now display. The top one refers to the Account and the bottom one refers to the date. Clicking on each of them will clear the respective filter. For example, if you click on the date icon the table would then display all records for Global Media for February and March. Clicking on the account icon would show all records for February for any account (or no account). Clicking on both icons returns the results set to the original values.
The bottom section displays one of the T&E Quick Entry interfaces.
The header contains links to open any of the quick entry windows. The interface displayed (in this example the Table entry) is determined by the Custom Settings defined by your System Administrator.
Details on using the different T&E entry interfaces is discussed in T&E Items.