webTA 3.8 - Timekeeper

Get Account

Get Account allows Timekeepers to search for and add existing accounting codes for use on an employee's T&A Time and Attendance.

To Add an Existing Account to an Employee:

1. Select the Accounts button on the Timekeeper Main Menu page. The Active Accounts page is displayed listing available accounting codes and their descriptions.

   Note: This list defaults to the first employee in an alphabetical list of employees assigned to the Timekeeper.

   

2. Select the appropriate employee from the drop-down list of employees. The Active Accounts page for the selected employee is displayed.

   

3. Select the Get Account button. The Search for Account page is displayed.

   Note: The contents of the Search for Account page displayed may differ depending on Agency requirements.

   

4. Complete the fields as follows:

   Field	Instruction
   Fiscal Year	Enter the fiscal year.
   Program Code	Enter the program code.
   Function	Enter the function code.
   Description	Enter the description.

   Note: Entering a partial accounting code or description will return any accounts whose account numbers or descriptions contain the information entered. Leaving boxes empty will return a list of all the accounts available to you.

5. Select the Find Account button. The Browse for Account page is displayed with accounts matching the search criteria.

   

6. Select the Add button adjacent to the accounting code to add for the employee's use. The accounting code is now displayed as listed.

   Note: If there is no description listed, you may add one before selecting the Add button.

   

7. Select the Return button. The Active Accounts page is displayed with the new account listed.

   

8. Select the Return button to return to the Timekeeper Main Menu page.