Report criteria management

In Eurécia it is possible to manage in a different way the analytical accounts that are not used anymore. 

Who is concerned by this article?

The administrator as responsible of Eurécia configuration.

Manage report criteria

Access : Admin Area > General settings > Report criteria

Make the report criteria not chargeable (visible, but you can't select it) 

• Click on the report criteria concerned
• Then, disable 'Chargeable'.

If a report criteria is not chargeable, this can't be input in the activity sheets but stay visible.

Disable the account (not visible and you loose the associated history in case of re-saving)

• Click on the report criteria concerned
• Disable 'Active'.

If an analytical account is not active, this can't be input in the next activity sheets. It is not visible in the drop-down list but if you re-save a sheet, it will be erased. 

Delete the account (not visible and lost of history)

• Click on the report criteria concerned
• On the line of the report criteria to cancel, click on 
• Then, select the action 'Delete element'
• The same warning message is displayed
• Click on 'OK' to confirm, or click on 'Cancel'.

Keywords associated to this article:

Time - timesheet – workshift - input hours - time type - activity - time tracking - activity tracking - report criteria - analytical - axes - clients - projects - tasks - costs - charges - budget