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Assigning Items to Users

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SpringAhead records time by employee, but accounting software bills time by Item. Because of this, you need to specify a billing item for timecards. One way is to apply an item per user - the Map People to Items wizard allows you to do this in one place, eliminating the need to edit each user individually. 

Please Note: There are many ways to assign items in SpringAhead. Use this wizard only if you would like to specify items per user. 

To quickly assign items to users, follow these instructions:

  • Log into SpringAhead, and click Settings.
  • In the left-hand menu, click Map People to Items under the Wizards header. item_to_users_1.jpeg
  • Automatically, SpringAhead will try to pair the user with an item. If SpringAhead made a correct match, check the checkbox to save the information. Otherwise, assign each user an item from the drop-down menu. 
  • When finished, click Save.


     
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