Expenses

 

 

  1. How do I correct an expense sheet?

  2. How do I add purchase invoices?

  3. How do I correct a purchase invoice?

  4. Why isn't a particular project available for selection on my expenses entry?

  5. My expense sheet has been rejected. I can edit the expense sheet, but I cannot save or submit; why?

 

 

 

  1. How do I correct an expense sheet?

To correct an expense sheet:

  1. Go to My Work > My Approvals.

  2. From the expense sheet list, click an expense sheet.

  3. Selected expense sheet opens.

  4. Click , and the expense sheet opens in edit mode.

  5. Make the changes as needed, and then click .

 

 

  1. How do I add purchase invoices?

To add a purchase invoice, go to Expenses > Purchase Invoice Entry. Type in the purchase invoice details, and then click .

 

 

  1. How do I correct a purchase invoice?

To correct a purchase invoice:

  1. Go to My Work > My Approvals.

  2. From the purchase invoice list, click a purchase invoice.

  3. Selected purchase invoice opens.

  4. Click , and the purchase invoice opens in edit mode.

  5. Make the changes as needed, and then click .

 

 

  1. Why isn't a particular project or task available for selection on my expenses entry?

Either you are not a member of the project team, you are not resourced to the task or 'any user can assign time or expenses to this project' has not been ticked in the project summary.

 

 

  1. My expense sheet has been rejected. I can edit the expense sheet, but I cannot save or submit; why?

Your Administrator has not given you edit access rights to Expense Sheet > Expense History in your Security Group.

 

 

 

 

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