Managing Time and Expenses
Managing Expenses
Auditors/controllers assigned to an audit/test can create expense sheets on this audit /test. In this case, they must submit their expense sheet to the lead auditor via a workflow.
To create an expense sheet:
1. In the navigation bar, select Testing > Time & Expenses > Expenses.
2. Click New.
3. In the Expense Owner field, select the audit/test concerned.
You can also create an expense sheet in the Expenses page of the audit/test properties. In this case, you do not need to specify the expense owner.4. Click OK.
An expense sheet is created. You can now create associated expenses.
5. In the Expenses section of the expense sheet, click New.
6. In the properties of the expense sheet, enter an Amount and a Date: you can enter the amount in the currency you require (from those you can access).
The amount is converted to the currency configured for your user.7. Specify if required:
• the Expense Category: "Lodging", "Food and Beverages", "Transportation"
• a Comment.
8. Click the icon of the expense sheet and submit it via the workflow.
The lead auditor does not need to seek approval for his/her expense sheets. You can export to Excel the data contained in expense sheets.Entering Vacations
Entering vacations enables to:
• improved planning of test campaigns.
• pre-filling time sheets.
To enter a vacation:
1. In the navigation bar, select Testing > Time & Expenses > Vacation Requests.
2. Click New.
3. In the properties, select the associated Plan.
4. Also specify:
• Vacation Type (holiday, training, other)
• planned and effective begin and end dates
• a comment if required
5. In the Status field, select "Submitted".
So that the vacation will appear in the time sheet, the lead controller must have validated the vacation (by positioning its status value on "Validated").An auditor/controller can modify or delete a vacation as long as the vacation has not been validated.Completing a Time Sheet
Auditors/controllers can complete time sheets in the framework of their audit/test.
To complete a time sheet:
1. In navigation bar, select Testing > Time & Expenses >Timesheets.
The time sheet displays one line per audit.
2. Enter for each day the number of hours spent on each audit.
3. Click Submit to save your time sheet.
4. Click Next to enter your hours concerning the next week.
Messages may appear if the activity report is not consistent. For example, if hours have been allocated to an audit/test and the audit/test has not yet started. You can however submit an incomplete time sheet.The time sheet enables entry for each day and for each week the number of hours spent on each audit/test.
Only those audits/tests that have been published are visible in the time sheet.The time sheet also shows:
• vacations that have been validated
• general tasks (meetings, training, team management, administration ...)