Field Values, Basic Categories & Status Codes

📄️ Add Field Values to AulT&E

When you start out with AulT&E, there are several major categories you should add values to:

📄️ Create and Edit Field Values

Use the nine categories under Field Values to add more information about your projects, contacts, and team. You can also add company credit cards and grant staffers access to them, so they can create credit card expense entries in AulT&E.

📄️ Field Values: Team Role

Apply a Team Role value to identify the different positions on your team, such as creative director or production assistant. Then, when you assign staffers to a project, you can identify their specific role.

📄️ Field Values: Contact Type

Use Contact Type values to distinguish the contacts you create in AulT&E, like senior accountant or primary media contact.

📄️ Field Values: Project Type

Create values, like consulting or advertising, under Project Type to classify your projects. In this article, we’ll explain how to access and create Project Type values. Then, we’ll show you the various locations use the Project Type field in AulT&E.

📄️ Field Values: Credit Cards

Create credit cards values in AulT&E so your staffers can create credit card expenses entries.

📄️ Field Values: Staff Department

Add values to the Staff Department category in order to specify the department your staffer belongs to, like editorial or engineering.

📄️ Create and Edit Basic Categories

Basic Codes are the most used and configured items in AulT&E. It’s a broad category that includes three smaller categories timesheets, expenses, and invoices. Then, staffers can:

📄️ Basic Categories: Categories

Staffers select a value in the _CATEGORIES_ picklist to classify how they’re spending their time, like consulting or paid time off. This article will show you how to access Basic Code categories, and how to create a new category.

📄️ Basic Categories: Expense Codes and Units of Measure

Add Expense Code values, such as R&D or office expenses, if you’re expensing out of AulT&E. These values will populate in the Expense Type picklist for staffers to select when they create new expense entries. The Expense Code category is also where you add units of measure, such as mileage, which can also be added to expense entries.