Delete a Timesheet Special Category

You can delete a timesheet special category for all employees or delete a timesheet special category for a single employee group.

When you delete a timesheet special category, the category is removed from all unposted timesheets. However, any time charged to the special category still appears on user timesheets.

Prerequisites: Before you delete a special category, be sure to post all timesheets that contain time charged to the category that you intend to delete.

To delete a timesheet special category, complete the following steps:

  1. From the Vision Navigation menu, click Configuration > Time & Expense > Timesheet Categories.
  2. In the Search field on the Timesheet Special Categories form, select one of the following actions:
    Option Description
    To use the lookup Click and then select an employee group or select All Groups on the lookup.
    To use Quick Find In the Search field, enter all or part of an employee group name and press ENTER, or enter All Groups and press ENTER.
    The only employee groups available for selection are those groups in the active company for which you have already set up special categories. When you select a group, Vision displays the associated special categories in the grid. If you select all groups, all special timesheet categories display in the grid.
  3. In the grid, select the row that you want to delete.
  4. On the grid toolbar, click Delete. Vision deletes the selected special category.
  5. Click Save.
Parent Topic: How to Set Up Timesheet Special Categories