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Time and Expense Entry viewing all employee timecards.

  • May 23, 2022
  • 2 replies
  • 626 views
F
Jr Varsity II
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Hi,

I am new to Acumatica. I am trying to create a company tree so only those users can view the timecards of their employees. Here is a copy of my current company tree. I want both of these users to be able to view all of the employee timecards setup under Employees. I don’t want to setup delegates because multiple users will need to view everyone’s time card. 

 

However, when I log in as user CB and go to Time & Expense entries I don’t see any other employees but CB’ users. What am I doing wrong? Do I have to setup all the employees under the company tree also? Please advise.

 

Best answer by Laura03

Hello Frances, please check out this post from earlier today.

Does your company tree have a “branch” beneath the Approver’s workgroup listing all employees whose time will be seen and approved by the approving branch above it?  If not, that is your  next step.

By default, the employee’s manager can see their time. For several people to see the time of employees who do not directly report to them, we configure the tree branches accordingly.

Good luck.

    2 replies

    Laura03
    Captain II
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    • Laura03
    • Captain II
    • Answer
    • May 23, 2022

    Hello Frances, please check out this post from earlier today.

    Does your company tree have a “branch” beneath the Approver’s workgroup listing all employees whose time will be seen and approved by the approving branch above it?  If not, that is your  next step.

    By default, the employee’s manager can see their time. For several people to see the time of employees who do not directly report to them, we configure the tree branches accordingly.

    Good luck.

    ~ Laura Barber, WM Synergy
    Chris Hackett
    F
    AgntSmith
    F
    Jr Varsity II
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    Thanks Laura. I was able to add a branch with users and that did the trick. 

    Laura03
    Chris Hackett
    AgntSmith
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