Metis provides for considerable flexibility about the way that timesheets and expenses work on jobs. Every time you create or look at a Job, you'll see a section of the Details tab that looks like the example below. Depending on how your business is set up, you may or may not be able to edit the settings in the job. 


Below is a summary of what each item means in these Settings.

T&E_approval_settings


1. Metis allows job timesheet entries to be approved either by the Job lead or by the individual's line manager. Your administrator may have chosen that timesheet comments are always approved by job leads, always approved by line managers, or that job leads can decide on a case by case basis.


2. As for timesheets, your Metis administrator may have chosen that expenses are always approved by line managers, job leads, or that this can be configured on a job by job basis.


3. Non-chargeable time in timesheets can often be useful where teams are flagging time that is outside of budget and shouldn't be recharged to the client. Examples could include time spent doing rework or bringing a new person up to speed. On an effort-driven, Time and Materials job any non-chargeable time included on timesheets will be excluded in the calculation of job revenues. There's more information about the different types of jobs in Metis here. If Non-chargeable time is allowed on any job then timesheet lines for that job will have an extra check box allowing your team to mark time as non-chargeable.


4. Your Metis administrator may have chosen that timesheet comments are always required, never required, or job leads can decide on a case by case basis.


5. Non-chargeable expenses can occur when the terms of your client job exclude types of expenses that consultants are allowed to reclaim. This can happen for example where a client specifies a per diem rate for expenses or stipulates that day rates should include expenses. If Non-chargeable expenses are allowed on any job then expense claim lines for that job will allow your team members to opt to make them non-chargeable at the point of entry. Your Metis administrator may have chosen that non-chargeable expenses are always allowed, never allowed, or job leads can decide on a case by case basis.


Didn't find what you need in this article? You can submit a support ticket or send an email to support@getmetis.com.