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All of the fields within the Adjustment Configuration section are optional.
| Field | Purpose |
|---|---|
| How to process | Partial Credit or Invoice - A new timesheet will be created to cover the difference in pay/charge Part Credit and Reinvoice - A negative timesheet will be created to reverse the incorrect one and a new timesheet put in its place. |
| Invoice Custom Text | This text will be included on any invoices or credit notes generated by the adjustment wizard. |
| Invoice Date | This defaults to today's date but can be overridden here. |
| Re-Approve | Tick this box if you want to send the adjustment timesheets through the normal approval process. You will not be able to select the "Process Invoicing" box if this is selected |
| Process Invoicing | Tick this box if you want to invoice the adjustment timesheets. You will not be able to select the "Re-Approve" box if this is selected. NOTE - Adjustment Timesheets will attempt to be grouped onto an invoice based on the last invoice for the original timesheets. However, the existing consolidation settings for the client/worker/provider will be respected. NOTE - Automatic invoice adjustments such as Withholding Tax will be included in the invoice value |
Adjusting Timesheets:
Once you have configured how you want the adjustments to be processed, you can proceed to enter your adjustments against each of the timesheets. You should enter the correct unit, pay and charge values. The system automatically calculates the adjustments needed. For example, if a worker claimed 10 hours, but should have claimed 8 hours, you should enter 8 hours in the units field.
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