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Document Attachments for TimeTrack

If you are using the Advanced Document Management module in Service Management or Job Cost, you can use document attachments in TimeTrack as well. Documents can be attached to time card entries, which is useful if you have an expense report that you want to submit with your time card entry at the end of the week. Files are attached on the Time Card Entry window, and those attachments can be viewed on the Time Card Entry, Time Card Approval, and TimeTrack History windows.

When a record does not have documents attached, a paper clip icon displays. When documents are attached, the icon shows a paper clip attached to a piece of paper.

Transactions with attachments cannot be mass approved. During the bulk approval process, transactions with attachments will be rejected to be approved individually. After the time card entry is approved, attachments can no longer be added or edited for the approved entry.



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