Settings
Open Settings to configure the organization before processing large amounts of data.
In this guide
- 1PurchasersPurchasers are the people who make purchases or need to be chased for missing receipts.
- 2GrantsGrants are organization-level labels used for allocation, colors, table entries, schedules, and reports.
- 3Grant AssignmentsGrant assignments connect a purchaser to a grant for a date range. They are useful for timesheets and for understanding who was working on which grant at a given time.
- 4Grant Schedule ImportThe grant schedule import is designed for a specific monthly schedule format. Treat it as a narrow importer, not a general payroll or HR import tool.
- 5TimesheetsTimesheets store daily hours per purchaser per grant.
- 6Timesheet ExportThe Timesheet Export card produces formatted timesheet reports for a date range.