Time and expenses settings

You can enter labor timecards in Sage Construction Management or import them using a Microsoft Excel file. If this option is selected, labor timecards are marked as pending after they are imported from the file. Otherwise, they are marked as approved.

It is recommended that you select this option.

If this option is selected, only job cost codes with hour budgets greater than zero appear on the labor timecard form. You can enter hour budgets in the prime contract or on approved change orders.

This setting works the same as the labor option but applies to equipment hour budgets and equipment timecards.

When selected, equipment timecard forms show only equipment items that have a purchase date.

Labor timecard data entry forms use this setting to determine the first day of the week.

If this option is selected, timecard additions or edits are restricted based on the number of payroll weeks specified in Allow Add / Update for.

For example:

• If the number of payroll weeks entered is 0, administrators can modify any week without restriction.
• If the number of payroll weeks entered is 1, additions or edits are allowed for the current week only.
• If the number of payroll weeks entered is 2, additions or edits are allowed for the current and prior week.
• If the number of payroll weeks entered is 3, additions or edits are allowed for the current and prior two weeks.
• If the number of payroll weeks entered is 4, additions or edits are allowed for the current and prior three weeks.

If this option is selected, you can create field crews in the Time & Expenses module. Each field crew includes a crew leader, employees, and optional equipment. After you create field crews, you can use the crew timecard form to streamline data entry.

This option enables clock in and clock out functionality for employees and field crews. When enabled, the system tracks actual start times, break times, and end times to calculate hours worked.

When clock in and clock out are enabled, the following additional options are available:

• Track Breaks?

  If this option is selected, employees and field crews can record rest and lunch breaks during the clocked in period.

• Use Geofencing?

  Geofencing creates a virtual perimeter around the project address to indicate whether clock in and clock out actions occurred within an acceptable distance. When users clock in and out using Sage Construction Management, the system uses the browser IP address to determine location. This method is less accurate than the GPS chip used by the mobile app.

  When geofencing is enabled, select the Geofencing Units and specify the Geofencing Distance in miles or kilometers to define the virtual perimeter. Users can clock in and out outside the geofenced area, but those entries are marked with a red asterisk in the Time & Expenses module.

• Do you wish to use Clock In/Out for Field Crews?

  Select this option if field crews are enabled and the crew leader performs clock in and clock out actions for the team.