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  • You may incur expenses while you carry out work for a client and you claim them by recording them on an Expense Sheet.
  • You can create an Expense Sheet from your Home Page or from the Employee Details page. If you have the authority, you can also create an Expense Sheet on behalf of another employee. You do this by opening their Employee Details page.
  • 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.
  • Once an Expense Sheet is submitted, the next step it to authorise and post it. This process moves the client WIP into debtors, allowing the practice to then keep track of its financial exposure. You can only approve and post an Expense Sheet if you have the access permission to do so. Expense Sheets can be authorised individually from the Timesheets tab of the Employees Details page, or if your Home Page is customised to show the Approve option, you can authorise and post more than one from your Home Page. If you want to authorise more than one Expense Sheet, click here.
  • If an Expense Sheet has been posted, you can only reverse the transaction. Follow the instructions in Billing >  Reversing a bill.