Restricting Transaction Analysis Fields

In [email protected] and [email protected] you can control the Analysis Fields which are available for entry based on the Project selected (on Timesheets and Expense Forms in [email protected]) or the Expense Type selected (on Expense Forms in [email protected]).

For example when you create an Analysis Definition on a Timesheet such as “Activity” or on an Expense Form e.g. “Receipt” its important that you either…..:

1. Enable this for all Projects and/or Expense Types by pressing Check on all Projects or Check on all Expense Types. See the screenshot below.

2. Enable this for specific Projects and/or Expense Types by going into the Project and/or Expense Type records and on the Activities tab selecting the Fields you wish to be active on the Timesheet or Expense Form for this Project or Expense Type. See the screenshot below.