The My Expense and My Time Tools ribbon allows you to access the Rule Designer. It also contains the Import Entries and Field Access function. The methods are the same. For this documentation, Expenses will be used as an example.
Importing Entries
Expenses may be imported into MyuJris as long as the expense information is formatted according to expense import specifications. The file must be in current ASCII delimited (.esb) or CSV (Comma Separated Variables) format. Click on the links to learn more about the format specifications.
To import an expense entry, perform the following:
- Click the Import Entries button on the Tools ribbon.
- Browse to the import file. Be sure to review the Import Options. The option selected here will determine what action, if any, is to be taken on the imported file(s) after import is complete.
- Click the Import button to import the file.
Viewing the expense entries after import
After import is complete a window will automatically appear showing all the entries that were successfully imported.
In the event you receive a warning while importing, check the file the specifications, correct the file according to the specifications and re-import the expense entries.
Field Access
Field Access Permissions Field Access Permissions are used to limit access to a particular field in time or expense entries. For example, you may wish to grant permissions for all users to the time and expense entry functions through the Firm or Group Permissions function, but then limit access to certain fields using the Field Access Permissions.
To access the Field Access permissions editor, click on the Field Access button on the Tools ribbon.
Using the Field Access permissions editor functions for both My Expenses and My Time.
The table below shows the list of available permissions.
Expense Entry Field Access Permissions
| Field | Permission Options |
|---|---|
| Amount | Active / Enabled / Disabled / Hidden |
| Budget Phase | Active / Enabled / Disabled / Hidden |
| Client/Matter | Active / Enabled / Disabled / Hidden |
| Code 1 | Active / Enabled / Disabled / Hidden |
| Code 2 | Active / Enabled / Disabled / Hidden |
| Code 3 | Active / Enabled / Disabled / Hidden |
| Creator | Disabled / Hidden |
| Entry Date | Active / Enabled / Disabled / Hidden |
| Expense Code | Active / Enabled / Disabled / Hidden |
| Incurred By | Active / Enabled / Disabled / Hidden |
| Last Modified By | Active / Enabled / Disabled / Hidden |
| Multiplier | Active / Enabled / Disabled / Hidden |
| Narrative | Active / Enabled / Disabled / Hidden |
| Note | Active / Enabled / Disabled / Hidden |
| Owner | Disabled / Hidden |
| Summarize | Active / Enabled / Disabled / Hidden |
| Task Code | Active / Enabled / Disabled / Hidden |
| Units | Active / Enabled / Disabled / Hidden |
Time Entry Field Access Permissions
| Field | Permission Options |
|---|---|
| Activity Code | Active / Enabled / Disabled / Hidden |
| Amount | Active / Enabled / Disabled / Hidden |
| Billable Time | Active / Enabled / Disabled / Hidden |
| Budget Phase | Active / Enabled / Disabled / Hidden |
| Client/Matter | Active / Enabled / Disabled / Hidden |
| Code 1 | Active / Enabled / Disabled / Hidden |
| Code 2 | Active / Enabled / Disabled / Hidden |
| Code 3 | Active / Enabled / Disabled / Hidden |
| Creator | Disabled / Hidden |
| Entry Date | Active / Enabled / Disabled / Hidden |
| Hours to Bill | Active / Enabled / Disabled / Hidden |
| Hours Worked | Active / Enabled / Disabled / Hidden |
| Last Modified By | Active / Enabled / Disabled / Hidden |
| Rate | Active / Enabled / Disabled / Hidden |
| Narrative | Active / Enabled / Disabled / Hidden |
| Note | Active / Enabled / Disabled / Hidden |
| Owner | Disabled / Hidden |
| Start Time | Active / Enabled / Disabled / Hidden |
| Task Code | Active / Enabled / Disabled / Hidden |
| Timekeeper | Active / Enabled / Disabled / Hidden |
| Timer | Active / Enabled / Disabled / Hidden |
Using the Editor
To utilize the Permission editor, perform the following:
- Select the User in the left column.
- Set the field permissions in the columns for Field, Firm and User.
-
Click the Save button when finished.
Remember the same method applies for using the My Time FieldPermissions.