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| Field | Purpose |
|---|---|
| Affects | Whether the adjustment will impact the Pay side, the charge side or both. |
| How to process | Partial Credit or Invoice - A new timesheet/expense will be created to cover the difference in pay/charge Part Credit and Reinvoice - A negative timesheet/expense will be created to reverse the incorrect one and a new timesheet/expense put in its place. Full Credit and Reinvoice - For all the timesheets/expenses adjusted or not adjusted in an invoice. A negative timesheet/expense will be created to reverse the incorrect (or the correct one ) and a new timesheet/expense put in its place. (for a rectified timesheet or not rectified both) Note: This feature is only applicable to Pay Only and Charge Only. |
| 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 |
| Reason for Crediting | This checkbox is by default greyed out and is enabled only when "Process Invoicing" checkbox is ticked. Select the reason for crediting to store in credit notes. |
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