Table of Contents 5 Required for Project Costing and Billing................................................................................... 42 Optional ................................................................................................................................... 42 Defining the Taxes that will be Applied to Expenses ...................................................................... 43 Setting Up the Types of Expenses that will be Incurred .................................................................. 43 Choosing which Fields are Available on Expense Sheets .............................................................. 44 Specifying who Approves Expense Sheets ..................................................................................... 45 Setting Up the Approvers ......................................................................................................... 45 Defining the Order of Approval................................................................................................. 46 Setting a Default Approval Path .............................................................................................. 46 Defining how Expenses will be Paid for .......................................................................................... 46 Specifying how Quickly Expenses must be Approved ..................................................................... 46 Setting Up Custom Expense Sheet Fields....................................................................................... 47 Displaying a Message on the Expense Sheet ................................................................................. 47 Chapter 9 Setting Up Automated E-mail Reminders ................................................................... 48 Items to Set Up to use Automated E-mail Reminders ..................................................................... 48 Required................................................................................................................................... 48 Optional ................................................................................................................................... 48 Entering E-mail Server Settings...................................................................................................... 48 Testing your E-mail Server Setup............................................................................................. 49 Customizing E-mail Notifications ................................................................................................... 49 Setting System Preferences for Notifications of Overdue Items ...................................................... 49 Sending Special Messages............................................................................................................. 50 Chapter 10 Setting General System Options .................................................................................. 51 Items to Set Up before Adding Users and Projects .......................................................................... 51 Required................................................................................................................................... 51 Optional ................................................................................................................................... 51 Defining the Holidays that Users Take............................................................................................. 51 Customizing the List of Holiday Icons....................................................................................... 52 Setting Up Currencies..................................................................................................................... 52 Changing the Base Currency from US Dollars .......................................................................... 53 Setting Security Options ................................................................................................................. 53 Setting System-Wide Preferences ................................................................................................... 53 Additional System Preferences ................................................................................................. 53 Enabling DCAA Compliance .......................................................................................................... 54 Customizing the Look and Feel of the System ................................................................................ 54 Chapter 11 Controlling what Users can Access ............................................................................. 55 Understanding Permission Profiles.................................................................................................. 55 Methods for Setting Up Permission Profiles ............................................................................. 55 How Permission Profiles Work with License Seats .................................................................... 55 External User Permissions ........................................................................................................ 55 Setting Up Permission Profiles ....................................................................................................... 55