Clients - Add new / Edit

This guide provides information about the fields on the add new and edit time entry item pages. These pages are located in Tempora in
Admin > Timesheets > (time entry-level selection) > Add New
and
Admin > Timesheets > (time entry-level selection) > (time entry level name) > Edit

These pages allow you to add new and edit time entry items at a level selection of your choice. the fields are similar regardless of the time entry level you have selected.

Time entry levels may be named differently for your company the common names are displayed below

Level 1 - Client
Level 2 - Project
Level 3 - Activity 
Level 4 - Sub-Activity
Level 5 - Task

Your company's time entry-level names are displayed on the page Admin > System Settings > Edit in the fields level description. 

If you have additional questions about these fields please use the Submit a request button at the top right of this page to contact our team for help. Alternatively, Click Here for a step-by-step time entry level guide.

Code
This field is only shown when creating items at the top level (level 1), this level is often called client. This code is used internally by Tempora as a unique ID.

Time Entry Level
This sets if time can be recorded for this item, often only the lowest level item in a group has this enabled, Tempora will set this automatically when creating new items. 

Description
This field sets the name of the item, this is how it will appear in time entry and reports.

Internal
This field is only shown when creating items at the top level (level 1). This field indicates that this item and all lower levels attached to it are internal work, these items may not be displayed when running bill value reports. 

Short Description
This field is usually auto-populated from the description and is used in a few reports where the description may be too long to display. 

Clone from Template
This section allows you to select a template to attach to this item. When the item is created it will populate the lower levels from the selected Template. Templates are especially useful for companies that complete the same types of work for different clients and projects. 

Usable as Template
Sets the item you are creating as a template, this means it will appear in the clone from template selection when creating other items at this level.

Exclusively a Template
Sets the item you are creating as exclusively a template meaning it will not be available for time recording. This is often used when a company has a single dedicated template to populate all of their other items.

Expiry Date
Sets the closing date for this item, once this date is reached or exceeded users will not be able to select it in time entry. When a closing date is reached no data is lost the item is only set as inactive and can be reactivated by removing the expiry date. 

Inherited Code
This field displays the account code from the level above.

External Ref.
This field sets the item's external reference code, this code must be unique and is often used for matching data in other systems.

Account Code
This field sets the item's account code, this code does not need to be unique and is often used for matching data in other systems.

Filters
Adding a tick to a report filter check box means this item and all of its lower levels will be displayed when running a report with the filter selected.