Expense Sheet NEEDS project code!

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  • Updated 1 year ago
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One small addition to the expense sheet would be to add "Project Code". Our employess track their expenses via project code. Since that is not visible in Gen 3, I will need to be constantly flipping between pages to see what "code" corresponds to what "project title" - very inconvenient as I am sure you can understand.
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Robinson, Corinna

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Posted 1 year ago

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Aashnee Kamboj, Community Moderator

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Hi Corinna,

We understand the requirement. I have updated my product management team and will update the thread in case of any progress

Thanks,
Aashnee
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Richard, Design Team Manager

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Do to the wide variety of ways our customers use Replicon, we do have settings which users can use to decide how they would like to see projects on their timesheets and expense sheets.

To access this setting click on the gear on the top right of the main menu, and select Settings.

This will take you to your personal settings.

On your setting page, scroll to the Name Formats section, and look for the Project Name Format setting.  This will let you pick how we display projects, by Name, by Code, or Both.

Once you have changed your name formats, save your settings and you should see your timesheets and expense sheets using your new name format.  

One thing to note is that this does rely on your project managers filling in the Code field on their projects.  It a project does not have a code set on it, it will fall back to displaying the project's name.
(Edited)