System Options
System options are global and affect all users.
Note: Only users with security access to Configure System Options will have this functionality.
The charge rate source determines the priority used when determining the charge hourly rate (billing rate). Charge hourly rates may be set for categories and/or users depending on whether you charge a different rate for each customer/project or a different rate for each staff member.
If a user is tracking time to a project category for a customer and both the user and category have a charge hourly rate set then the Charge Rate Source option determines which has priority.
Permanent connections to the central server database are normally used however the system administrator can specify that temporary connections are used. Using temporary connections allows for more scalability so that a larger number of users can be accommodated on a single server computer because network and memory resources are only required when a connection to the database is active. Temporary connections can also help remote users in situations where the network connection to the server computer is somewhat unreliable, avoiding delays detecting a network connection failure.
Security actions specify whether each user has the ability to override the system database connections setting. This allows individual users to use a setting most suitable for their situation.
When the Complete audit trail option is enabled every addition, modification, and deletion of users, user security actions, categories and time entries is recorded. The details recorded include the user who made the change, the date-time of the change, the type of change (add, change, delete), and the details before and after the change.
The audit trail helps with compliancy requirements and helps to monitor system security. It can currently be queried using direct database access.
Note: The audit trail stores significant information in the database and should only be enabled if it is a required feature.
Time entries can be manually or automatically rounded. When manual rounding is enabled you can override the duration of each time entry in the Edit Time Entries window. When automatic rounding is enabled you must select how to apply the rounding. Time entries can be rounded up, down or to the nearest (up or down) number of minutes or hours specified.
For example, if the actual duration of the time entry is 22 minutes (0.37 hours) the time entry would be rounded as follows:
Rounding |
Rounded Duration |
Up 15 minutes |
30 minutes |
Down 15 minutes |
15 minutes |
Nearest 15 minutes |
15 minutes |
Up 0.1 hours |
0.4 hours (24 minutes) |
Down 0.1 hours |
0.3 hours (18 minutes) |
Nearest 0.1 hours |
0.4 hours (24 minutes) |
If both manual and automatic rounding are enabled the duration is automatically calculated but can be manually changed. If the start time, end time or actual duration of the time entry is changed the duration will be automatically calculated again.
Time entries can be automatically locked to prevent modification or deletion. Two locking methods are provided based on the time entry start date:
| • | After a specific number of days |
| • | Prior to a given date |
Only users with security access to Edit Locked Time Entries will be able to modify and delete locked time entries.
Two customizable category data fields and user data fields are provided to allow you to record specific information applicable in your organization for future reference. Name each of these fields in the System Options.
See also: