Automatically generating holiday bookings:
You can specify that a booking should be automatically created for each holiday listed in a user’s assigned holiday calendar. Auto-generating holiday bookings ensures holiday time off is entered against the correct time off type.
How automatic generation of holiday bookings works
Once you’ve set up automatic addition of holiday bookings, t...
Setting up holiday calendars:
Holiday calendars define the set of statutory (civic) holidays that users are entitled to take off. You can create a holiday calendar for each different set of holidays used in your company, reflecting regional differences in holiday allotment or part-time versus full-time holiday entitlement.
Holiday calendars are assigned to users in their user...
Managing holiday bookings:
Holidays are statutory (civic) holidays that users are entitled to take off in your organization. You can set up holiday calendars that outline what holidays each user is entitled to.If you need to track holiday time off balances and amounts, a time off booking needs to be created for each holiday to record time off taken.You can add these bookin...
Project management setup checklist:
The table below outlines all steps required before projects can be added in Polaris. 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 (sec...
What is the Gross to Net formula?:
The Gross to Net formula is used to calculate the net (pre-tax) amount if the user enters a gross amount (total expense amount, including taxes) for an expense. A Gross to Net formula should be defined for each expense code to which taxes apply.
If a user enters the net amount of an expense, Polaris will use the tax code formula associated with th...
Setting up tax codes:
Tax codes define tax formulas for the different types of tax that may be applied to expense items. This tax formula is used to calculate the gross amount (total expense amount, including taxes) if the user enters a net (pre-tax) amount for an expense. A tax code must be associated with expense codes to which taxes apply.
If a user enters the gross...
Setting up expense templates:
An expense template is a group of expense settings that is assigned to users. Each expense user must be assigned an expense template in their user profile before they can use an expense sheet.
Templates allow you to manage different settings for different types of users. For example, you might want to allow only a certain set of users to enter exp...
Setting up expense codes:
Expense codes specify the types of costs that can be incurred for business activities and purchases in your organization. Meals, Parking, and Airfare are examples of expense codes.
To add an expense code:
Go to Administration > Expenses > Expense Codes.
Click Add Expense Code.
Give the expense code a name and complete the...
Setting up currencies:
You can track client billing and project cost amounts in any number of currencies. Polaris includes several default currencies, but you can add additional currencies, if needed. You can also update the exchange rate of existing currencies and change your base currency.
Polaris cannot connect to an external currency system to obtain regular exch...
Choosing which columns are available on expense sheets:
You can choose which data columns are available on expense sheet. You may want to disable fields that are not used by your organization to prevent confusion and simplify expense sheets.
Not all available columns display by default on expense sheets – some fields may be initially hidden, but can be enabled by the expense sheet user.
To choo...