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- From the menu, select Timesheets -> Adjustment Wizard. You will be presented with the familiar filter form. Search for the timesheets you wish to correct, select them from the list, then click the "Adjust Timesheets" button.
- You will be presented with the adjustment wizard screen:
All of the fields within the Adjustment Configuration section are optional.
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A message is displayed on the adjustment timesheet with a link back to the original timesheet:
On the original timesheet, you can click the "Adjustments" tab to view all adjustments for that timesheet:
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The worker claims 8 hours:
An Administrator realises they should have claimed 10 hours and wants an adjustment for the additional 2 hours only, so chooses the Partial Invoice or Credit option and enters 10 hours against the appropriate rate:
The system automatically creates a new timesheet showing the reversal of the incorrect hours and the addition of the correct hours:
If you chose the Process Invoicing option, the adjustment timesheet will have been invoiced:
Example - Part Credit and Reinvoice
The worker claims 8 hours:
An Administrator realises they should have claimed 10 hours and wants a timesheet showing 10 hours, so chooses the Part Credit and Reinvoice option and enters 10 hours against the appropriate rate:
The system automatically creates a new negative timesheet to negate the original:
It also creates a new timesheet with the correct hours:
If you chose the Process Invoicing option, the negative timesheet will have a credit note against it and the adjustment timesheet will have an invoice:
