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Adjusting expense sheets

Accountants Enterprise with Practice Manager only

You can only adjust an expense sheet if:

  • it has not been posted

  • the time processing period has not closed (or expired)

  • you have the access permission to do so.

To adjust an expense sheet

  1. Open the expense sheet to be edited. See Opening expense sheets.

  2. If the expense sheet has been Submitted, change its status to Draft. See Authorising and posting sheets.

  3. Edit the Date.

  4. Enter it the format dd/mm/yyyy or select it from the drop-down calendar.

  5. Edit the Reference number. The reference number is limited to a maximum of 25 alphanumeric characters.

  6. Change the client from the Client/Assignment column drop-down. The A/Code column is automatically filled.

  7. Change the Job/Schedule from the drop-down, if necessary.

  8. Change the Task from the drop-down.

  9. Change the amounts in the Quantity and Cost columns. The Tax, Total and Charge columns are automatically re-calculated.

  10. Enter supporting information about the adjustment for the expense in the Comments column.

  11. Click the ellipse button to open a Comment window and enter explanatory text if required.

  12. Click OK to close the Comment window.

  13. Click Submit 

    to submit the expense sheet for authorisation and posting. The Entry Status field changes to Submitted.

  14. Click OK to save and close the expense sheet.

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