Adjusting an Expense Sheet

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You can only adjust an Expense Sheet if: it has not been posted, the time processing period has not closed (or expired), and you have the access permission to do so.

Adjust an Expense Sheet

If it has been posted, click here.

Open the Expense Sheet that you want to edit.
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.

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.