Manage Ticket Time Types and Expense Accounts


The Time & Expense Types available to select on a Ticket default to the currently active Time and/or Expense Types associated with the ticket's Ticket Type at the time that the Ticket was created. If there are no default Time or Expense Types, or new ones have been added since the ticket was created, they will not appear under the ticket's T&E Add Time or Add Expense buttons.

You'll need to add any newly added time types, and/or expense accounts to each existing ticket where it is desired to be utilized.

What materials do I need?

  • Internet connectivity
  • TDNext license
  • Access to applicable ESM application

How do I use this technology?

  1. Login to ESM TDNext.
  2. Open the desired ticket.
  3. Click the T&E tab.
  4. Click Mange dropdown menu.

    Enterprise Service Management Time & Expense Manage button highlighted
  5. Click either Time Types or Expense Accounts.
    If you need to add both Time Types and Expense Accounts to a ticket you'll need to first add one then add the other.

    Enterprise Service Management Ticket T&E Manage Expense Accounts button highlighted
  6. The Manage page will appear displaying the information related to selected Expense Accounts or Time Types.

    Enterprise Service Management Ticket T&E manage expense accounts list
  7. In the Manage page, click + Add.
    If there are expense accounts, or time types available to add, the dialog window will display a message stating there are no remaining time types/expense accounts to add.
  8. Any new Expense Accounts/Time Types available to the ticket will be displayed.

    Enterprise Service Management Ticket T&E Add Expense Accounts dialog
  9. Select the desired elements to add.

    Enterprise Service Management Ticket T&E Add Expense Accounts selected
  10. Click Save.
  11. When all applicable expense accounts/time types have been added, click To T&E.

    Enterprise Service Management Tickets T&E Expense Accounts To T&E button highlighted
  12. The newly added Expense Account(s) and/or Time Type(s) will now be available for use with the ticket.

Need additional help or have issues

For support, requests may be submitted anytime using the appropriate Enterprise Service Management form. Requests generate a Ticket which will be worked in order received and urgency by IT Employees with the knowledge and permissions to assist with the request.

For immediate assistance please review the Contact Us page for the appropriate support group.

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Article ID: 1459
Wed 3/22/23 10:09 AM
Mon 4/24/23 1:56 PM