Setup / Utilities

Change Clients ID / Status
**EVERYONE must be out of ImagineTime** First…Do a Backup: Go to Setup/Utilities, General Utilities, Backup Data File To Change Status: Setup / U...
Thu, 26 Mar, 2020 at 11:09 AM
How Do I Restrict User Access?
There are 3 General Rights Level options to choose when setting up staff: Staff - Most restrictive level, can be restricted to entering time and reviewin...
Thu, 26 Mar, 2020 at 10:52 AM
How to Limit Staff Access
Setup / Utilities Enter / Edit Staff Information Select Staff  Permissions & Options Make your selections If you need additional assis...
Thu, 26 Mar, 2020 at 10:51 AM
Staff Level Users Can't Edit / Delete Over 30 Days
The number of days timeslips /expenses can be edited is determined by the setting found on the Options tab of the Company Setup Screen. This setting appli...
Thu, 26 Mar, 2020 at 10:49 AM
Enforce Association of An Engagement on Time/Expense Entry
In Company Setup screen on the bottom right, look at Engagement options. Select here whether or not to require engagement associated wit...
Thu, 26 Mar, 2020 at 10:48 AM
Changing Client ID and Status
How to Change ID and Status    To Change ID and Status, everyone else should be out of the datafile! and these 3 steps must be done before changim...
Wed, 3 Feb, 2021 at 12:40 PM
Purging ImagineTime
Clients should consider purging their ImagineTime software from time to time so as to free up space in the company files so that the software operates at ma...
Thu, 26 Mar, 2020 at 10:21 AM
Creating Rate Templates for Specific Clients/Work Codes
To create a rate template for a specific client and work code, please review the attached document below.   To create a rate template specific f...
Thu, 26 Mar, 2020 at 10:33 AM
Repair/Compact Database
To perform this routine maintenance task, please review the attached document below. Repair/Compact:    Every 30 days or after an update, you will ...
Thu, 26 Mar, 2020 at 10:39 AM
Excel - Importing Clients Into ImagineTime
To import a list of clients into ImagineTime, please review the attached document below.   Import Instructions  The Setup Data to I...
Thu, 26 Mar, 2020 at 10:44 AM