Adjusting an Expense Sheet
Adjust an Expense Sheet
If it has been posted, click here.
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Open the Expense Sheet that you want to edit.
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If it is Submitted, change it back to Draft by clicking the Draft Entry Status button..
Edit any field by changing the information shown:
Date |
Click the field and select the date incurred from the drop down calendar. |
Ref |
Enter the reference number. |
Client/Assignment |
Click and select from the drop down list |
A/Code |
This is automatically created when you select the Client/Assignment. |
Task |
Click and select from the drop down list. |
Quantity |
Enter the quantity. |
Units |
This defaults to Dollar |
Cost |
Enter the cost. |
Tax |
This automatically fills if you have a charge rate set up for the Code Type. Otherwise, you will need to enter it. |
Total |
This automatically fills if you have a charge rate set up for the Code Type. Otherwise, you will need to enter it. |
Charge |
This automatically fills if you have a charge rate set up for the Code Type. Otherwise, you will need to enter it. |
Comments |
Click the ellipse button and enter as needed. Click OK. |
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To submit the Disbursement Sheet for authorisation, click the Submit
button.
The Entry Status field changes to Submitted. -
Click OK to save and close the Disbursement Sheet.