• System settings
• System information
• Entry sheets
• Branding settings
• Screen appearance
• Approvals and auditing
• Server and email
• Leave requests
• Project settings
• Assignment and resource settings
• Security settings
• Login restriction
• Logging settings
• License key
• Third party software
• Resource requisitions
• Import data
• Customize entry screens
• Time entry screens
• Punch entry screens
• Stopwatch modules
• Expense entry screens
• Custom entry screens
• Entry screen periods

• Manage rates and rules
• Manage validation Rules
• Basic rules - time
• Basic rules - expense
• Basic rules - custom
• Blocking rules - time
• Blocking rules - expense
• Blocking rules - custom
• Dependency rules
• Rounding rules
• Validation rule settings
• Rule settings access
• Manage rate rules and policies
• View rate check
• Manage currency conversions
• Manage custom conversions
• Manage expense conversions
• Manage accrual calculations
• Accrual calculator settingse
• Accrual calculator access
• Manage holidays
• Manage holiday schedules
• Manage fields and roles
• Manage custom fields
• Customize system roles
• Manage search filters
• Manage search results fields

SETTINGS

System Settings: System information

• Contact Journyx
• No. of Licenses in Use
• About this installation
• Click Here for the latest Journyx Updates

SETTINGS

System Settings: Branding settings

• Show email link in help menu
• Show image at the top of the login screen
• Upload image (<2.00 MiB)
• System notifications HTML on the login page

SETTINGS

System Settings: Screen Appearance

• Screen Appearance Settings
• Default short date format
• Default long date format
• Currency symbol for Rate Reports
• Force 1-to-1 Mileage, Custom Entry or Currency conversions if there are no conversions available
• Use word wrap in Project Notes
• Default number of search results to show per screen
• Maximum number of items in a selection drop down. Overrides larger numbers that users may specify.(min. 1)
• Maximum number of assignments to show in an assignment allocation graphic without summarizing assignments
• Navigation Options
• Show roles on the user's Profile page
• Enter the text label for a Custom Link that will appear in the Profile and settings menu
• Enter the URL for the Custom Link

SETTINGS

System Settings: Entry sheets

• Global Settings
• Allow users to modify Memorized Entries
• Allow users to automatically generate current entries based on entries from prior periods
• For monthly users, look back for previous entries by weeks instead of months
• Allow users to create entries with empty (blank) comments
• Number of entry rows that trigger date display across bottom of grid (min. 3)
• Project Notes associated with entry records can be modifieds
• Default comment for all sheets
• "Project" hierarchical entry field name
• Leave request "Note to Approver" field name
• Load holidays and leave requests on days that already have other time entered
• Timesheet Settings
• Show the Stopwatch button on Time Entry Screen
• Day length for time entry as percent or default leave request amount
• Name of "Time" entry screen feature
• "Group" entry field name
• "Activity" time entry field name
• "Pay Type" time entry field name
• "Bill Type" time entry field name
• "Comment" (textbox) time entry field name
• "Time Entry Field 4" name (when added more columns, change column name here)
• Expense Sheet Settings
• Name of "Expense" entry screen feature
• "Expense Code" expense entry field name
• "Source" expense entry field name
• "Currency" expense entry field name
• "Comment" (textbox) expense entry field name
• Custom Entry Sheet Settings
• Name of "Custom" entry screen feature
• "Location" custom entry field name
• "Item" custom entry field name
• "Unit" custom entry field name
• "Comment" (textbox) expense entry field name

• Activate "Time Entry Field 4"
• Activate "Time Entry Field 5"
• Activate "Time Entry Field 6"
• Activate "Time Entry Field 7"
• Activate "Time Entry Text 2"
• Activate "Time Entry Text 3"
• Activate "Expense Entry Field 4"
• Activate "Expense Entry Field 5"
• Activate "Expense Entry Field 6"
• Activate "Expense Entry Field 7"
• Activate "Expense Entry Text 2"
• Activate "Expense Entry Text 3"
• Activate "Custom Entry Field 4"
• Activate "Custom Entry Field 5"
• Activate "Custom Entry Field 6"
• Activate "Custom Entry Field 7"
• Activate "Custom Entry Text 2"
• Activate "Custom Entry Text 3"

SETTINGS

System Settings: Approvals and Auditing

• Approval Workflow Settings
• Require users to confirm submission of sheet for approval
• Force approvers to view sheets before approving or rejecting them
• When sheets are in multiple approval plans require approval by all approvers on each level prior to proceeding to next level
• When sheet is rejected, restart approval process from the first approver
• Allow users to submit timesheets from the Journyx mobile app
• Use interim approvals
• For interim approvals, only submit to current date
• Audit Trail Settings
• Level of auditing required when users make changes to existing entries
• Show the Commit button on reports
• Prior period corrections to approved sheets should
• Approval Email Settings
• Activate approval emails and send daily at
• Send submit/approve/reject notifications for interim sheets
• Compile all backup and approver late notices into a single email
• Do not process notification emails for sheets before
• Automatically generate sheets for users to trigger late email notifications

SETTINGS

System Settings: Server and Email

• Email Server Settings
• Outgoing email server type
• SMTP (outgoing) email server
• SMTP (outgoing) email server port
• Account name for outgoing mail server, if any
• Account password for outgoing mail server, if any
• The key and certificate options should be left blank unless your mail server requires them.
• Server path to private key for outgoing mail server if required
• Server path to certificate for outgoing mail server if required
• 'From' address for email sent by the system
• Number of seconds to wait before giving up on a mail server connection
• Number of addresses to send emails to in each batch
• For Scheduled Reports, use the scheduler's email address as the from address
• Rules and Policies Settings
• Maximum number of rules that can be in a policy (max. 100)
• When applying policy rules to timesheet, use in-out times if available.
• Allow filtering for a subset of records when applying policy rule.
• Only apply rules when a sheet is submitted for approval.
• Miscellaneous Settings
• 'Fully qualified domain name' of this server
• Preferred email format (recommended setting: Both)
• Alternate prefix for links inside email notifications
• Number of remaining license seats under which a warning message is generated on management screens
• Test Outgoing Email Settings
• To
• CC
• BCC
• Subject
• Email body

SETTINGS

System Settings: Leave Requests

• Require approval of leave requests prior to loading them in user timesheets
• Allow users to request time off in the past
• Allow users to edit existing leave requests
• Allow managers to edit employees' existing leave requests
• Show only designated time approvers in user leave request notification lists
• Require users to send notification when requesting time off
• Leave Request notification subject
• Body text for leave request email notifications
• Leave Request user edit notification subject
• Body text for leave request user edit email notifications
• Require managers to give a reason when leave requests are declined or edited
• Always send emails on request approval, decline, or edit
• Leave Request declined notification subject
• Body text for leave request declined email notifications
• Leave Request approved notification subject
• Body text for leave request approved email notifications
• Leave Request manager edit notification subject
• Body text for leave request manager edit email notifications

SETTINGS

System Settings: Project Settings

• Allow creation of projects under hidden projects
• Show actual hours in Project Management and actual work for Scheduled Project Management for administrators
• Show actual hours in Project Management and actual work in Scheduled Project Management for managers
• When rejected, restart approval process from the first approver
• Show entry details on project approver screen
• Show managers the full project tree on Project Status Reports
• Allow Project Managers to create projects parented by projects they do not own
• New projects default to being available for Time entry
• New projects default to being available for Expense entry
• New projects default to being available for Custom entry
• New projects default to being available for Leave Requests
• New projects default to being available for Holidays

SETTINGS

System Settings: Assignment and resource settings

• Resource Management Settings
• Require users to enter a comment when changing the estimated work left on a project
• Show completed tasks on My Assignment Screen
• Assignment Email Settings
• Require users to send email to the project owner when changing the estimated work left on a project
• Assignment estimated work change notification subject
• Body text for user estimated work change request notification
• Body text for user assignment complete change request notification
• Send email on assignment creation or modification using the email address of the person making the change
• Always send assignee a notification when someone else creates an assignment
• Always send assignee a notification when the assignee creates an assignment for self
• Assignment create notification subject
• Body text for assignment creation user notification email
• Always send email to the assignee on assignment modification
• Assignment modification notification subject
• Body text for assignment modification user notification email
• Always send email to the assignee on assignment deletion
• Assignment delete notification subject
• Body text for assignment delete user notification email
• Always send email to the project owner on system assignment creation
• Assignment system create project owner notification subject
• Body text for assignment system creation project owner notification email
• Alert Settings
• Alert when a user's allocation is greater than 100% for an assignment
• Alert/Warning message
• Alert when a user changes estimated work remaining for an assignment
• Alert/Warning message
• Alert when a user's actual hours exceed the assignment scheduled hours by xx percent
• Alert/Warning message
• Alert xx days before an assignment is due
• Alert/Warning message
• Alert xx days before a Managed Team Assignment is scheduled to start
• Alert/Warning message
• Alert when an assignment is overdue
• Alert/Warning message
• Alert xx days after no actual work has been entered for a current assignment
• Alert/Warning message
• Miscellaneous and Default Settings
• Show option to set all related tasks and assignments as complete for first/top level projects
• Enable use of Resource Requisitions for Scheduled Project Management users
• Default hourly pay rate for assignment work (if no user pay rate exists)
• Default hourly bill rate for assignment work (if no user bill rate exists)
• Overhead percentage applied to assignment work (can be overridden in user overhead percent configuration)
• Default number of hours worked each week (can be overridden in user work hours per week configuration)
• Number of days to look back for overdue assignments
• Number of days to look back for rollup reporting
• Run Alert and Rollup Report Checks
• The 'Skills' User Custom Field for PX Teams

SETTINGS

System Settings: Security Settings

• Data Management Settings
• Enable Organization Chart Management features
• Enable Organization Chart Management expense approvals
• Enable Organization Chart Management custom approvals
• Allow supervisors authority over the entire hierarchy beneath them (rather than direct reports only)
• Allow the 'All' group to be modified
• Password Settings
• Expire passwords after this many days (0 for never)
• Minimum number of password characters
• Number of previously used passwords to block (100 max)
• Require mix of letters and numbers in passwords
• Require mix of uppercase and lowercase letters in passwords
• Allow email-based password reset functionality on login screen
• Password reset request window (in hours)
• Password reset request notification subject
• Body text for password change request email response
• Send email to this address on password reset failure (leave blank for no mail)
• Password reset failure subject
• Body text for email sent to administrator on password reset failure
• Text for the form to initiate a password reset
• Response message for the password reset form
• Login Behavior
• User login names are case sensitive if this is checked
• Allow users to be logged in from multiple locations at the same time
• Idle time before a user is required to login again (in minutes)
• Lock users out after too many failed login attempts
• Number of failed login attempts before user is locked out
• Allow users to specify their own Landing Page
• Provide warning that the site is not in secure (TLS/SSL) mode
• Text for the invalid username or password message
• Text for the expired login page message
• Text for the login as hidden user message
• Text for the login as inactive user message
• Security
• Allow User API Keys to authenticate API requests. Can be used in lieu of passwords for service integrations such as with Zapier
• Maximum number of days before an API key expires and must be renewed. Users can request a shorter time but not a longer one
• If you would like users redirected to a custom logout page, enter that URL here
• Maximum size in megabytes (MB) of file attachments, receipt images and other uploads. Use 0 for unlimited.
• Azure Active Directory Settings
• Azure AD Tenant (Directory) GUID - separate multiple with comma
• Azure AD Application ID (Journyx server registration)
• Azure AD client secret from registration
• Use the v2.0 Azure Endpoint?
• Request all Calendar/Task permissions up front when signing in with SSO in the v2 endpoint? Recommended.
• Azure Single Sign-On (SSO) status: Not Enabled
• Save Settings & Test Azure Connection

SETTINGS

System Settings: Login Restriction

• Allow only the following users to log in
• Login Restriction is currently: Off
• Enable Login Restriction

SETTINGS

System Settings: Logging settings

• Show Error Tracebacks
• Audit log (audit.log) (empty)
• View Audit Log
• Diagnostic Log (journyx.app.log)
• Log Priority
• Delete Diagnostic Log File

SETTINGS

System Settings: License Key

• Current License
• Text entry Enter new license key
• License key file upload Browse for license key file location
• Company name
• Administrator name
• Administrator phone
• E-mail

SETTINGS

System Settings: Third Party Software

• Only allow users connected to Project Server to synchronize
• Warn MS Project Admins when synchronizing a Microsoft Project File for the first time
• Allow MSP Admins to create users and modify their attributes
• Journyx / MS Project is authoritative for Task (Scheduled) Work after Projectlink file registration
• Take Project Approvals into consideration when returning entries to MSP and QuickBooks
• Include mileage records when syncing expenses in Accountlink
• If syncing mileage records in Accountlink, which column corresponds to Expense Code?

SETTINGS

System Settings: Resource requisitions

• Always send emails on requisition create, fulfillment or decline
• Resource Requisition notification subject
• Body text for resource requisition email notifications
• Resource Requisition declined notification subject
• Body text for resource requisition declined email notifications
• Resource Requisition approved notification subject
• Body text for resource requisition approved email notifications

SETTINGS

Import data

• Group import
• Character set (encoding) of the import file UTF-8 Unicode (All Languages / Regions)
• Import a file that is located on your computer File Location
• Import a file that is located on the server File Location
• Create Schedule
• Import Name
• Schedule Import to run
• Email Address for result summary (optional)
• File Location
• User import
• Project import
• Entry column data
• Activity import
• Pay Type import
• Bill Type import
• Any added time entry columns import
• Expense Code import
• Source import
• Currency import
• Location import
• Item import
• Unit import
• Entry Column Depenency import
• Group Membership import
• Dependency import
• Accrual import
• Memorized Entry import
• Time Record import
• Expense Record import
• Custom Record import
• Custom Field import
• Approval Plan import
• Holiday Schedule import
• Rules import
• Policies import
• Custom Conversions import
• Currency Concersions import
• Mileage Conversions import
• Project-Activity rate import
• Assignment import
• Team import
• Import tool settings
• Import tool access

SETTINGS

Customize entry screens: Time entry screen

• Modify / Delete / Preview / Create
• Copy the settings of screen xx
• Name
• Grid format
• Display in/out times at the top of the entry screen
• Manually enter the in/out times
• Press a button to populate the in/out times
• Press a button to populate the in/out times and create default time entry
• Entry format
• Enter time as: hours worked Enter time with: dropdowns
• xx minute increments for dropdowns
• Multi-view format
• Default view: Period
• Require in/out time totals to match allocated hours
• Default time period
• Time entry format
• Clock format
• Display days in ascending chronological order
• Number of blank entries to display
• Allow file attachment uploads?
• Do not allow file uploads.
• Allow unlimited file uploads
• Allow uploads; number of attachments allowed per period xx
• Allowed file attachment types
• Add this screen to all new groups
• Total hours as they are entered
• Show Project descriptions in dropdowns
• Show Project tree in the Project column
• Show memorized entries
• Use Suggested Entries from calendar
• Allow users to view past periods
• Allow users to view future periods
• Use entry field notes
• Apply Dependencies to hidden columns?
• Use customized names for Entry Columns
• Entry Columns
• Order
• Column Name
• Default Value
• Hide
• Additional HTML above timesheet
• Additional HTML below timesheet
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SETTINGS

Customize entry screens: Punch entry screen

• Modify
• Delete
• Create
• Copy the settings of screen xx
• Name
• Description
• Show xx days of recent punches
• Show totals for recent punches
• Show button to display recent punch list
• Show accruals button
• Time records are determined by the xx punch
• Entry Columns
• Order
• Column Name
• Default Value
• Hide
• Additional HTML above timesheet
• Additional HTML below timesheet

SETTINGS

Customize entry screens: Stopwatch modules

• Modify
• Delete
• Create
• Copy the settings of screen xx
• Name
• Description
• Show xx days of recent punches
• Show totals for recent punches
• Show button to display recent punch list
• Show accruals button
• Time records are determined by the xx punch
• Entry Columns
• Order
• Column Name
• Default Value
• Hide
• Additional HTML above timesheet
• Additional HTML below timesheet
Back to Top

SETTINGS

Customize entry screens: Expense entry screen

• Modify
• Delete
• Preview
• Create
• Copy the settings of screen xx
• Name
• Display days in ascending chronological order
• Number of blank entries to display
• Allow file attachment uploads?
• Do not allow file uploads.
• Allow unlimited file uploads
• Allow uploads; number of attachments allowed per period xx
• Allowed file attachment types
• Add this screen to all new groups
• Total expenses as they are entered
• Show Project descriptions in dropdowns
• Show Project tree in the Project column
• Allow users to view past periods
• Allow users to view future periods
• Use entry field notes
• Apply Dependencies to hidden columns?
• Use customized names for Entry Columns
• Entry Columns
• Order
• Column Name
• Default Value
• Hide
• Additional HTML above timesheet
• Additional HTML below timesheet
Back to Top

SETTINGS

Customize entry screens: Custom Entry

• Modify
• Delete
• Preview
• Create
• Copy the settings of screen xx
• Name
• Display days in ascending chronological order
• Number of blank entries to display
• Allow file attachment uploads?
• Do not allow file uploads.
• Allow unlimited file uploads
• Allow uploads; number of attachments allowed per period xx
• Allowed file attachment types
• Add this screen to all new groups
• Total custom as they are entered
• Show Project descriptions in dropdowns
• Show Project tree in the Project column
• Allow users to view past periods
• Allow users to view future periods
• Use entry field notes
• Apply Dependencies to hidden columns?
• Use customized names for Entry Columns
• Entry Columns
• Order
• Column Name
• Default Value
• Hide
• Additional HTML above timesheet
• Additional HTML below timesheet
Back to Top

SETTINGS

Customize entry screens: Entry screen periods

• Modify
• Delete
• Create
• Name
• Weekly
• Start on xx
• Bi-Weekly
• Starting last week on xx
• Semi-Monthly
• First Period lasts from the first through the xx inclusive.
• Monthly
• Period begins on the xx day of the month.
• Day-Range
• Start on xx/xx/xx for xx days.
• Custom Semi-Monthly
• First Period lasts from the xx through the xx inclusive.
Back to Top

SETTINGS

Manage rates and rules

• Manage validation rules
• Basic rules - time
• Basic rules - expense
• Basic rules - custom
• Blocking rules - time
• Blocking rules - expense
• Blocking rules - custom
• Dependency rules
• Rounding rules
• Validation rule settings
• Apply rules based on user
• Skip hours per day requirements on weekends?
• Validate hours on save (in addition to submit)?
• If validate hours on save, prevent save on failed validation?
• First day of week for week rules in semi-monthly periods
• Ignore weekly and period rules on submit?
• Validate hours on Memorized Sheets? NOTE: applies to Basic & Blocking rules only
• If validate hours on Memorized Sheets is yes, prevent saving on error?
• Rule settings access
• Validation - Basic rules - time
• Validation - Basic rules - custom
• Validation - Basic rules - expense
• Validation - Blocking rules - time
• Validation - Blocking rules - custom
• Validation - Blocking rules - expense
• Validation - Dependency rules
• Validation - Rounding rules
• Manage rate rules and policies
• Manage Rate rule
• Name the Rule
• Select Time Parameters for Rule
• Define which records trigger the rule
• Select Optional Actions
• Automatically Reject Timesheet if any Hours meet conditions of Rule
• Automatically Accrue Target Hours in a defined Accrual
• Manage Policy
• Policy
• Assign Rules to a Policy
• View rate check
• Manage currency conversions
• Manage custom conversions
• Manage expense conversions
• Manage accrual calculations
• Accrual calculator settings
• AccrualCalc - Accrual Calculator
• What is the company anniversary date for calculations? (applied annually)
• Extended messaging
• Show warnings for users with no accrual tiers defined?
• Apply grants in first month of service for all users?
• First day of week for calculating prorated grants
• Pay types that apply towards prorated accrual grants
• Proration calculations end how many weeks prior to the last completed week?
• Override last run date
• Ignore "Override last run date"?
• Calculate accruals once and only once per period?
• AccrualCalc - Accrual Cap
• Cap amount for all accruals
• Message for accrual history when capped
• Pay types that will be capped
• AccrualCalc - Compensation Calculator
• Ignore all compensatory pay type calculations prior to this date
• Manage holidays
• Manage holiday schedules

SETTINGS

Manage fields and roles

• Manage custom fields
• Edit/Delete/Create:
• User
• Project
• Activity
• Pay Type
• Bill Type
• Expense
• Source
• Currency
• Location
• Ites
• Unit
• Assignment
• Copy the settings of custom field
• Custom Field type
• Name
• Description
• Visibility
• Create historical entries for
• Roles which can report
• Data type
• string, maximum lengthe for strings
• Text box, default value
• Apply new default to existing Bill Types that don't have this custom field set?
• Selection list
• Manage Selection Values
• Multi-value selection list
• Customize system roles
• Edit/Delete/Create:
• Copy the settings of Role
• Name
• Role Type
• Description
• Number of Users Assigned
• Groups
• Users
• Add this Role to all new Groups
• Available Abilities
• Selected Abilities
• Reportable Custom Fields
• Available Custom Fields
• Selected Custom Fields
• Manage search filters
• User
• Project
• Entry Columns
• Manage search results fields
• Sheet Approvals
• Project Approvals
• Accruals
• Entry Columns
• Project
• Scheduled Projects