Edit a Global Transfer Reason

Use the Global Transfer Reasons grid to edit an existing global transfer reason that is supplied when labor is transferred. The revised reason becomes available to all Timesheet users in the active company, but the reason is not changed on any existing timesheets where it is already used.

To edit a global transfer reason, complete the following steps:

1. From the Vision Navigation menu, click Configuration > Time & Expense > Company Timesheet.
2. Click the Timesheet Audit tab of the Company Timesheet Configuration form.
3. On the Global Transfer Reasons grid, select the reason that you want to edit and click .
4. On the Text Editor dialog box, edit the reason and save. The reason is added to a new grid row and is available for selection.
5. Click Save.