General Settings

I want to know more about DCAA Compliance Settings.

When Changes Require a Reason (DCAA) is checked in your company's settings, a few rules are applied. "When I submit time, I always have to fill out a reason for change. Why?" You don't always have to. A reason for a change is required for all time submitted or saved against days that have ...

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How do I calculate commissions in SpringAhead?

SpringAhead can handle simple comission calculations for you based on time for Representatives. SpringAhead allows you to specify for each rep (on both users and projects) a percentage of profit, where profit includes a burden for pay. The standard calculation for commissions is: (billrate - payrate...

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How do I convert a Contractor to an Employee in QuickBooks and SpringA...

To create a new profile for the employee in both QuickBooks and SpringAhead follow these instructions: Open the vendor for the contractor in QuickBooks. Write down the First, Middle and Last Name Rename the vendor's last name and the vendor name. QuickBooks does not allow a vendor and an empl...

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How do I apply the same setting to all objects (projects, users, etc.)...

You want to apply settings to all your list data within SpringAhead without manually adjusting each record. For example, you want all projects to 'Track time for all time users', or 'Turn on Standard time: Overtime' or 'Turn on Tasks' SpringConnect allows to apply settings to either each newly impo...

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How do I set up accruals and beginning balances for PTO, sick, and vac...

To enable accruals: Log in as an administrator Click Settings Click My Company Check the Use Time Accrual box in the Time heading Enter the Effective Date, which is usually the same year ClickSave To set accrual rates and beginning balances for your employees: Log in as an...

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How do I delete Users, Projects, Companies, Time Types, Items, Payroll...

SpringAhead does not allow list data to be deleted. This protects the reporting integrity of the system by ensuring that all historical information is retained. Instead of deleting information, SpringAhead allows the administrator to change the status of a Person, Project, etc. to "Archived". To per...

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How do I set up classes in SpringAhead?

Classes are used in QuickBooks to allow transactions to be filterable per class in reports. You can use classes as departments, set each job to be a certain class, and use this to get a revenue by department reports, even though QuickBooks does not support the concept of a department. SpringAhead su...

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What are reps and how do I set them up?

Reps is shorthand for Sales Representatives. By assigning a sales rep to a user or a project, the person will be able to: What Reps can do: View timesheets for users or projects they are associated with Run the Time by Rep report. They will only see information that relates to their users / ...

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How do I set up email notifications?

To set up email notifications: In the Settings tab, go to My Company Under the Defaults heading, check the Email Notifications Active checkbox Press Save & Close Verify that the users you want to recieve emails have the correct email addresses and that Email Notifications is toggled...

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How do I enter time for non-billable hours such as administrative time...

SpringAhead has the following Default Non-Billable Time Types: Sick Vacation Holiday Non-billable If you would like to record hours for non-billable time such as administrative time, sick leave, or vacation, SpringAhead also accommodates Custom Time Types. These may be added and mixe...

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