Changing in-house expenses
If the row is shaded, a final invoice has been issued to the client, and you cannot change any associated expenses. However, you can add or change any notes associated with the expense.
To change in-house expenses
- From the
> - Click the Existing
tab. If you made entries in the current session, the Existing
tab contains your entries from the session. Otherwise, it contains existing
entries based on options you set through
(Change View). - In the table, you can choose to:
- Change which expenses appear.
- Click (Change View).
- Do the following:
|
To view expenses for a specific |
Do this |
|---|---|
|
Log date |
In the Log Date field, click the date or time period you want to view entries for. To choose a range of dates, click Select Dates and then enter the beginning and ending dates in the fields that appear to the right. |
|
Transaction type |
In the Transaction Type box, select New, Existing, or both to view new and existing expenses. |
|
Company |
Multi-company only. View in-house expense logs for the selected company only. |
- Click OK. The window reappears with the expenses you wanted.
- Add optional columns and change the information in them.
- View the sort order or appearance of columns differently.
- Click the log that includes the expenses you want to change, and click Edit.
- Change in-house expenses information, as needed.
- You can cancel changes to a row by right-clicking the row and clicking Cancel. After you have canceled changes or completed a row, you can delete the entire row by right-clicking and clicking Delete.
| Note: | To reset the billing unit and billing rate to their original values, click Reset. |
- Click Save.
- If
you selected the Enter
accounting date check box in > Setup >
- Click Close.
