Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Note: Both Timesheets and Expenses can be adjusted together.

Adding Reasons for Crediting:

The Crediting Reasons can be created from Settings > Tag Categories > Create. The name of the tag category should be “CreditNoteReasons”, Library Type should be “Custom” and the reasons should be entered in “Library Values” field with comma separated.

Image Removed

Select timesheets to Adjust and tick Process Invoicing checkbox to enable Reason for Crediting checkbox as follows:


Image RemovedSelecting a credit reason

If you have created a credit reason, you will be able to choose one within the timesheet adjust wizard when you tick Process Invoicing.

Image Added

Viewing Adjustments:

...