Submitting your expenses for approval:
After entering your expenses, you will need to submit your expenses for approval. You may have to submit your expenses within a period specified by your company.
You can submit an expense sheet in the following ways:
Go to My Work > Expenses, and click an expense sheet from the list displayed. Verify the details, and then click Submit ...
Choosing the currency and entering exchange rates:
While entering your expenses, you can select the reimbursement currency as well as the currency in which you incurred the expenses. The reimbursement currency is the currency in which you want your expenses to be reimbursed in.
By default, the reimbursement currency and the currency in which you incurred expenses will be the same. If you h...
Entering expenses:
Expenses that you incurred for company or business purposes are entered in expense sheets.
To enter expenses:
Go to My Work > Expenses.
Click Add Expense.
Enter basic details such as a description and date for your expense sheet, and select the reimbursement currency.
If the expenses are for a project, select the...
Time tracking setup checklist:
The table below outlines all steps for setting up Polaris to track time via timesheets. Default settings are in place for most of these options, therefore you may be able to skip steps if the defaults work for your organization.
Features can be set up in any order, except options in section 2 must be set up before they can be assigned to users (se...
Timesheet tour:
Welcome to your timesheet!
You’ll use your timesheet to enter the hours you worked, so your organization can:
Bill clients for projects
Keep track of their costs
See the slideshows below for a tour of your timesheet. There is a tour for each timesheet type:
Duration-based timesheet – for users who enter how long they worked – fo...
Entering time in an in/out timesheet using Replicon Mobile:
If you enter durations rather than in and out times in your timesheet, refer to Entering time in an duration-based timesheet using Replicon Mobile, instead of this topic.
Anyone who uses a Replicon timesheet can enter and submit their time using the Replicon Mobile app. When you enter time via Replicon Mobile, the hours you enter will automa...
Selecting a project on an expense sheet:
To enter expenses against a project, you must have been assigned to a project and you have incurred expenses for that project.
When you open a new expense sheet, click the Project drop-down list, and then select the project. You can also search for a project in the search box provided.
Entering expenses against tasks
If your administrator h...
Setting up SAML 1.1 for Polaris:
SAML is an XML-based standard for exchanging authentication data between a service provider (such as Polaris) and an identity provider. It allows users to employ web browser single sign-on.
If you want to use SAML with Polaris and you aren’t already enrolled with a SAML identity provider, Replicon can provide you with one that you can set up on ...
Tracking the approval status of items:
When you are ready to bill a client or run cost reports, you may want to confirm that all timesheets, time off, and expenses for the period are submitted and approved. If an item is stuck in the approval process, you can contact the owner's approvers. Or, you may be able to bypass regular approvals.
Checking the approval status
To check the appro...
Editing a timesheet:
If you've found an error in a timesheet, you can address it in one of the following ways:
In the case of time off or unsubmitted timesheets, edit it directly
In the case of submitted timesheets, re-open it and then edit it
Reject it to send it back to the owner for correction
You must have supervisor permissions to edit timesheets.
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