Items

T9 displays the information about four types of items:

Employees
Jobs
Absence Types
Expense Items

These are the data units based on which all the data views are built. Employees and Jobs represent actual people and businesses for which time and expenses are tracked in the database. Absence Types and Expense Items are user-defined constructs.

 

For example, you can define such Expense Items as Phone and Travel expenses, and Absence Types such as Unpaid leave.

 

Note that Employees and Jobs can be organized into user-defined categories, to create a more structured, clear presentation of data, whereas Absence Types and Expense Items have actual instances that are part of the records stored in the database for Employees and Jobs.

 

The current list of items is displayed in the Item Selection Toolbar; use the Item Navigation Pane (at the bottom of the Item Selection Toolbar) to switch between the item types.

 

Use the appropriate item type form to add items to the T9 database, assign them to desired categories (available for Employees and Jobs), or to edit existing items.

 

To reach this form in order to add a new item:

  • Click Items in the Application Menu (top left corner of the main window) and select New Employee or New Job or New Absence Type or New Expense Item.

 

or

 

 

To edit an existing item, right click on the item then select Open from the pop-up menu, or select the item and click the Edit > Open in the top of the Item Selection Toolbar.

The Add/Edit Employee form:

Name:

Employee name. (must be unique across all employees).

Category:select a category from the drop-down list.
Active:check the box to indicate that the Employee is currently employed.
Hourly Rate ($):the hourly rate of the Employee.
Auto Fill Hourly Rate in Entries:check to have the hourly rate of the Employee entered automatically in all forms.

Comments:

optionally, enter comments about the Employee.

In order to create New Employees you can invoke this form also from following new element forms: New Attendance form, New Absence form, New Expense form and from Weekly Entries.

 

 

Click OK to save the changes you made.

The Add/Edit Jobs form:

Name:

Job name. (must be unique across all Jobs).

Category:select a category from the drop-down list.
Active:check the box to indicate that the Job is ongoing.

Comments:

optionally, enter comments about the Job.

In order to create New Jobs you can invoke this form also from following new element forms: New Attendance form and from Weekly Entries.

 

 

Click OK to save the changes you made.

The Add/Edit Absence Types form:

Name:

Absence Type name. (must be unique across all Expense Items).

Comments:

optionally, enter comments about the Absence Type.

In order to create New Absence Type you can invoke this form also from following new element forms: New Absence form and from Weekly Entries.

 

 

Click OK to save the changes you made.

The Add/Edit Expense Items form:

Name:

Expense Item name. (must be unique across all Expense Items).

Comments:

optionally, enter comments about the Expense Item.

In order to create New Expense Item you can invoke this form also from following new element forms: New Expense form and from Weekly Entries.

 

 

Click OK to save the changes you made.