Adjusting an Expense Sheet

Last modified 08:04, 24 Apr 2017

Overview

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.

  1. Open the Expense Sheet that you want to edit.

  2. 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.

  1. To submit the Disbursement Sheet for authorisation, click the Submit Submit button button.
    The Entry Status field changes to Submitted.

  2. Click OK to save and close the Disbursement Sheet.

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