You are here: Ajera Help (A-Z) > expense reports in the browser > for managers > Changing processed expense reports in the browser
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Changing processed expense reports in the browserWhen and how is an expense report processed?Ajera processes an expense report after an employee submits it, and (if required in your company preference settings) a supervisor, accounting manager, or both approves the report. When Ajera processes an expense report, it creates a vendor invoice, reflects the credit card entries on the bank register, and makes entries available in client invoices. It also reflects the changes on reports and financials. Employees can edit their own processed expense reports and accounting persons can edit all processed expense reports except their own unless the option is marked in Setup > Employees. How do you change it?If an expense report is already processed, the accounting manager can
change it if the Allow accounting changes
after processed check box is selected on the Time
& Expense Entry tab However, you cannot delete a processed expense report item or change the amount of it to zero. Instead, add a reversing item to the expense report. If you use a vendor payment to pay or write off a processed expense report item, you cannot change anything but notes and attachments. Instead, enter a new expense report and add a reversing item to that expense report. When you add new rows to a processed expense report and save it, Ajera automatically processes that information to the bank entry, vendor invoice, and client invoice. You do not need to submit or approve the report again. If the expense item is already billed on a client invoice or reconciled on a credit card bank statement, the accounting manager can change only the Notes column on the report. Rules for editing a processed expense report
Before you beginEnsure you have the proper permissions to make changes to processed expense reports in:
To change a processed expense report
You can click the column heading to include or exclude more expense reports in the expense report list using the widget filter, sort, and group functionality.
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Concepts About expense reports with multi-company About expense reports in the browser Tasks Setting up expense reports in the browser Entering expense reports in the browser Entering a new expense report from an expense widget Adding attachments to expense reports in the browser Submitting expense reports in the browser Copying expense reports in the browser Copy expense report row in the browser Changing expense reports in the browser Deleting expense reports in the browser View expense report notes in the browser Printing expense reports in the browser Previewing attachments on an expense report in the browser Unsubmitting an expense report in the browser Approving an expense report in the browser Reapproving expense reports in the browser Unapproving expense reports in the browser References Optional columns for the credit card list in expense reports in the browser Optional columns for expense report details for Expense Reports in the browser Optional columns for expense report for Expense Reports in the browser |
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