Connect report criteria and analytical accounts to each other

To connect report criteria and analytical accounts to each other allows to facilitates the input of activity reports, expense reports, etc.

Depending on the selected client, it is possible to have several projects defined.

It is therefore necessary to define for each client which projects are accessible.

Who is concerned by this article?

The administrator as responsible of Eurécia configuration.

Connect report criteria and analytical accounts to each other

Access : Admin Area > General settings > Report criteria

• Open the first report criteria concerned by clicking on it. In the example, open 'Clients' 
• Go to 'Accounts'
• Click on  'Display details'
• Go to 'Projects associated'
• In the column 'Projects associated' put the accounts that are associated to the report criteria 
• Click on 'Save'.
   

Keywords associated to this article:

Time - timesheet – workshift - input hours - time type - activity - time tracking - activity tracking - report criteria - analytical accounts - analytical - clients - projects - tasks