Relational data & flowchart [in-depth guide]
Guide contents: Overview | Example 1 | Example 2
Overview
This guide is designed to help give users an overview of how transactions flow through the system. Based on system & project setup, through to the actual time & expense transactions, which then get accounted for via invoices which are tracked to the general ledger for financial reporting.
Example 1
This first example is a table showing the hierarchy of setup, from system to client and, eventually, project (which is the true determining factor). Then how time & expense entries are based on the previous setup and can then be reported.
GL company |
||||
System setup > |
Client setup > |
Project setup > |
Time/expense entry > |
Reporting |
Service / GL department Expense / GL department |
Client ID Default get rate from Default GL office |
Task ID Get rate from GL office Project type |
User name Service ID Expense ID |
Based on the user, item and project |
Example 2
In this second example, this flow chart depicts how the system flows overall with greater detail than the above table. In essence, how you set up the system and projects, will determine how your users interact with the system. Then from that interaction of time & expense entries would then drive your desktop widgets & financial reports.