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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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The reason selected in the Timesheet Adjustment Wizard screen is stored in Credit Notes as follows:
Example - Full Credit and Reinvoice
An invoice is generated with 3 timesheets in it.
In one of the timesheet the worker claimed 8 units.
An Administrator realises the worker should have claimed 10 units, so chooses the Full Credit and Reinvoice option and enter appropriate rates. Click on Process Adjustment.
Note: Full Credit and Reinvoice only works with Pay Only and Charge Only.
The system automatically creates three new timesheets showing the reversal of the incorrect hours (adjusted ones and non adjusted ones) and the addition of the correct hours (adjusted ones and non adjusted ones). The adjustment will impact on all the timesheets linked in invoice.
The system automatically creates a new negative timesheet to negate the original:
It also creates a new timesheet with the correct hours:
Similarly, it will create negative and positive timesheets for other timesheets invoices.
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
New Invoice:
Credit Invoice:
