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1. The Bulk Update Rates section is used to update the pay/charge rates in the Timesheet Adjustments section en-masse. Modify the pay/charge rates as required then click the Bulk Update Rates button. NOTE: This does not process any adjustments.
   
   
2. In the Timesheet Adjustments section, you can correct the total units, pay and charge for a given rate on each timesheet. Once your adjustments are complete, click the Process Adjustments button.

Adding Reasons for CreditingAdjustment Expenses:

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.

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

Image RemovedSimilarly, you can proceed to enter you adjustment against each of the expenses as well. You should change the field where the data was incorrect but you have to enter the respective changes manually impacting other fields. E.g., If Unit Net is modified, it will impact the respective Net, VAT Rate, VAT and Gross. 

1. The Bulk Update Rates section does not work for Expense Adjustments.
   
   
2. In the Expense Adjustments section, you can correct the total units, unit net, net, vat rate, vat and gross. 

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Note: Both Timesheets and Expenses can be adjusted together.

Selecting 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.

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Viewing Adjustments:

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