Time recording settings

Owned by Peter Schöll
Okt. 14, 2024
2 min read

To use Scopevisio time recording and time accounting optimally and effectively, first adjust your settings.

Settings for time recording

We recommend the following steps before using Scopevisio time recording and time accounting:

  1. The company you are billing time to should be created as a customer in Scopevisio.

  2. The services to be invoiced should be created in the master data in the product catalog.

  3. We also assume that you want to record times on projects or orders and that you have already created these.

You can customize the name of the Projects menu item during setup in the setup wizard under Company in the Project name data field and rename it, for example, to "Process" or "File". The menu item "Projects" is referred to below.

Call up the time recording settings under Organization > Administration > Function connection: Manage time recording or under Organization > Time recording > Further actions: Time recording settings .

  1. In the time recording settings, you define how quickly time entries can be created one after the other.

  2. Pre-assign your standard working day: manually via the data fields or using the links to the right as a quick creation.

  3. If you regularly start your time entries at a specific time, record this here, as well as the usual duration of your entries.

  4. Specify colors for the display of time entries in the calendar.

  5. Here you determine the rounding behavior.

  6. Setting this to "Yes" saves you having to manually check the box in the time entry.

  7. and 9. are to some extent filter settings and can reduce the number of points available for selection.

  8. and 10: If you set these fields as mandatory fields, time entries cannot be saved without this information.

Save your settings and use the small arrow to return to the overview.