CreateActivity Documents is an App that allows you to create multiple timesheets and expense reports for the same month, or to fill out a timesheet in advance for an upcoming month.
If you have any doubts about installing new Apps, feel free to consult the tutorial: How to install an App.
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Feature
Allows you to generate several timesheets and several expense reports for the same resource within the same month! This App also gives you the possibility to create documents in advance for up to 1 year!
Usage examples:
Create a new expense report for a past month without having to revisit the validation of the previous one or create an expense report in advance or a timesheet in advance
Create a second expense report or a second timesheet to account for a second mileage rate
Create a new expense report if the first one has reached the limit of 50 included receipts
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Installation and Configuration
App Installation
Administration > Apps / Marketplace > Marketplace tab > install
Once installed, the app will automatically be accessible by all your managers and resources. Only the list of documents each can access will differ depending on the permissions defined in the section
App Configuration
Administration > Apps / Marketplace > Apps tab > CreateActivityDocuments > Configuration button
Authorize your managers and/or your resources to access it by going to your Administrator interface > Apps/Marketplace > CreateActivityDocuments.
Click the access configuration button
and indicate who will have access to the Apps.
By choosing "Accessible by all managers": all your collaborators with a Manager account can use the App.
By choosing "Accessible only by authorized managers": you must activate the App for the managers of your choice directly in the Managers/Roles > manager or role card > tab Apps then check at the end of the relevant line.
By choosing "Accessible by all resources with an active intranet and authorized managers": all your resources can use the App, as well as the authorized managers as explained in the previous point.
By choosing "Accessible by all managers and all resources with an active intranet": all your collaborators with an intranet can use the App.
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Usage
From a Manager interface
Authorized managers just need to create documents for their accessible resources: on the card of the relevant resource > Times tab > Apps icon
Then you just need to choose the type of document to create (Times or Expenses) and the period:
From an intranet
By also authorizing your resources to create documents from their intranet, they just need to go to their Times or Expenses then click on
, select CreateActivityDocument and choose the type of document to create as well as the relevant period.