Time and expense workspace terminology

Term in Acumatica

Equivalent term in AccountRight

Description

Incoming

N/A

You can use this form to view incoming emails in accordance with the applied filter. On this form, unread messages are displayed in bold font, and read messages are shown in regular font.

Draft

N/A

You can use this form to review drafts of email messages in accordance with the applied filter. Filters include all records (which displays the complete list of draft emails, regardless of their owner) and my emails (which displays only the draft emails that belong to you).

Sent

N/A

You can use this form to view sent emails in accordance with the applied filter. Filters include all records (which displays the complete list of emails, regardless of their owner) and my emails (which displays only the emails that belong to you).

Outgoing

N/A

You can use this form to view outgoing emails in accordance with the applied filter. Filters include all records (which displays the complete list of emails, regardless of their owner) and my emails (which displays only the emails that belong to you).

Deleted

N/A

You can use this form to view deleted emails in accordance with the applied filter. Also, by using this form, you can restore selected emails. Filters include all records (which displays the complete list of emails, regardless of their owner) and my emails (which displays only the emails that belong to you).

Archived

N/A

You can use this form to view and restore archived incoming emails.

Term in Acumatica

Equivalent term in AccountRight

Description

Employee Time Activities

Activity Slip

You use this form to view and enter time activities. This form is available only if the Time Reporting on Activity feature is enabled on the Enable/Disable Features form.

Weekly Crew Time Entry

N/A

On this form, you can create a time entry for a selected workgroup and, if needed, associate this entry with a project, project task, and particular day of the week. Each time entry created on this form spans a particular week.

Employee Time Cards

Activity Slip/ Timesheet

On this form, you can enter new employee time cards or view (and edit, if needed) existing ones. A time card is a document that an employee uses to record the weekly work hours and overtime hours spent by this employee on a project.

Equipment Time Cards

N/A

On this form, you can enter new equipment time cards or view (and edit, if needed) existing ones. An equipment time card is a document that records the time the equipment is used in a project.

Approve Time Activities

N/A

You can use this form to approve or reject time activities submitted for approval. Approval maps can be set up on the Assignment and Approval Maps screen.

Release Time Activities

N/A

This form lists all time activities that are ready for release. You can release either selected time activities or all of them. After successful completion of the release, the status of the processed time activities changes to Released.

Approve Time Activity Summaries

N/A

You can use this form to approve or reject time activities in groups by approving or rejecting summary rows that represent the related time cards.

Release Time Cards

N/A

This form lists all time cards that are ready for release. You can release either selected time cards or all of them. After successful completion of the release, the system changes the status of the processed time cards to Released.

Release Equipment Time Cards

N/A

This form lists all equipment time cards that have the Approved status. You can release either selected equipment time cards or all the listed time cards. After successful completion of the release, the status of the equipment time cards changes to Released.

Term in Acumatica

Equivalent term in AccountRight

Description

Activities

Activities

This form displays activities assigned to you or your workgroup and the activities assigned to users of other workgroups.

All Emails

N/A

You can use this form to view any email that has passed through the system email accounts, regardless of its owner or status (except for emails that originate from mass processing forms and emails that have been permanently deleted). You also can edit or delete emails by using this form.

Search in Files

N/A

You can use this form to find specific files that have been imported into the system. You can search for files based on criteria such as text contained in the file name, author or creator of the file, date range during which the file was added to the system and the user who checked out or added the file

Term in Acumatica

Equivalent term in AccountRight

Description

Time and Expenses Preferences

Time Billing

You use this form to configure the functionality related to employee time and expenses. These settings include the numbering sequences assigned to expense claims and time cards, and the approval maps to be used to assign expense claims and time cards for approval.

Earnings Types

Activities

You use this form to add, view, edit, or delete earning types that can be used in time cards and time activities. You cannot delete earning types associated with the required time reporting settings that you specify on the Time and Expenses Preferences form.

Activity Types

Activities List

You use this form to add, view, edit, and delete activity types that can be used for tracking the time that employees spend.