Settings is broken down by project features Ticketing, Asset Management, Change Management and Project Accounting. Each feature and its underlying settings can be enabled, created, managed and disabled all from this screen. Settings for each feature have a visual status to let project managers know which settings have been set successfully (green checkmark), which have been skipped (circle with slash) or not yet set, as well as which settings are missing (red X). Additional field management is available for select settings, which provides a project manager the ability to show or hide fields on a ticket for this project.
Project Accounting Settings
Project Accounting Settings is home to pricing model, estimate settings as well as Time and Expense features. Select the edit icon to manage these settings for the project. Required fields must have a value selected or entered to save changes. Learn more about Pricing Models in Startly
Timesheets
When Timesheets are enabled, additional settings become available. A selection for Timesheet Comments is required, by default No Comments are required, additional options of Daily and Weekly comments can be selected. If you want timesheets to be approved check the box for Timesheet Approval Required.
Expenses
When Expenses are enabled, additional settings become available. A selection for How are Expenses Applied is required, by default No Expenses are applied, additional options can be selected. When another choice is made an Expense Budget is required. If you want expenses to be invoiced separately check the box for Timesheet Approval Required.
Invoicing Terms
From the Invoicing Terms setting you can manage the and define additional invoicing terms and billing information.
- Visible to Business Unit Managers, Admins and Project Approvers with ability to view Financial Details
- Admins and Project Approvers with ability to view Financial Details can edit
Expense Categories
Define the Expense Categories and allowable daily limits or caps. Expense caps are considered “soft caps”, in that a Team Member can exceed the cap–the approving manager will be notified that the cap was exceeded, but can approve the Expense nonetheless.
Expense Receipt Policies
Define and enforce your expense reimbursement policy, including approval thresholds, receipt thresholds. You can specify your organization’s expense policy, or define your customer’s expense policy for reimbursable expenses. If a Customer specific policy is not created, that Customer will default to the Global Expense Receipt Policy.
