How to Add and Manage Activity Types

How to Add and Manage Activity Types

Activity Types define how work entries are categorised in timesheets - for example Meeting with client, Debtor Management, Leave, or Payroll. They allow you to organise and track different types of work performed by employees, ensuring accurate payroll processing and billing.

This guide explains how to access the Activity Types screen, create new activity types with custom names and codes, edit existing activity types to update their categories or payroll links, and deactivate activity types that are no longer required whilst preserving them for historical reporting purposes.

By the end of this tutorial, you will be able to confidently manage your organisation's activity types, ensuring your timesheet system accurately reflects your business operations and payroll requirements. Let's get started!

Activity Type Management Steps

Follow these steps to create, edit, and manage activity types in Exacc

You Are All Set!

Congratulations! You have successfully configured your Activity Types in Exacc. Your timesheet system is now equipped with custom activity categories that accurately reflect the work your employees perform. You can now begin logging time entries against these activity types, ensuring precise tracking of billable hours, project costs, and payroll calculations.

As your business evolves, you can return to the Activity Types screen at any time to add new categories, modify existing ones, or deactivate outdated activity types. Remember that deactivated activity types remain accessible for historical reporting purposes, ensuring your past records remain intact whilst preventing their use in new timesheet entries.

For further assistance with timesheet management, payroll processing, or other Exacc features, please explore our comprehensive Help Centre or contact the Exacc Support Team.