Accessing General Project Settings – Allowances
After selecting your project, click Project Settings in the project workspace navigation:
After reaching the Project Settings page, click Allowances under “General” in the left-side navigation menu:
Note: Allowance code settings will be available only when your project has Start+ and/or Hours+ active. If your project only has Start+ active, only Deal Memo Defaults settings can be changed. If your project only has Hours+ active, only Timecard Defaults settings can be changed. If your project is using both Start+ and Hours+, all settings will appear. |
Editing Allowance Settings
Allowances can be enabled or disabled via the “Enabled” column by flipping the slider on or off:
Allowance details can be edited for Start+ via the “Deal Memo Defaults” columns and for Hour via the “Timecard Defaults” columns:
Start+ Allowance Settings
For Start+, you can edit the defaults for deal memos created in Start+. The following defaults can be assigned:
- Amount: How much is paid for an allowance.
- Per: When the allowance is paid: Per Day, Per Week, or None.
- Cap: Assign a default cap for an allowance.
These defaults will be pre-filled in the allowances section when creating an offer in Start+. Defaults can be edited on the offer creation screen if needed, prior to sending the offer to the employee.
Hours+ Allowance Settings
For Hours+, you can edit whether the allowance is visible on the timecard to them and assign if an allowance requires documentation (i.e. a box rental form).
Simply check or uncheck the boxes based on your needs.
Saving Allowance Settings
Once you have made all desired changes to the allowance settings for your project, click the Save changes button: