Create Expenditure Adjustments for Debtor Invoices

Use the Show expenditure amounts option under the Debtor invoices submodule to create an expenditure adjustment for selected debtor invoices.

To use the Debtor Invoices submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To create an expenditure adjustment for a debtor invoice:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company for which you want create debtor invoice expenditure adjustments.
3. In the left pane of the Finance & Administration screen, click Debtors > Debtor invoices.
4. Highlight the invoice that you want to create an expenditure adjustment for and click Show expenditure amounts .
   Note: This action is available on the Approved tab and the Jobs ready for invoicing tab.
5. In the Show expenditure amounts sub-grid, click the Adjustments tab and click Create new adjustment .
6. In the Create new WIP adjustment dialog box, click the Details tab and make the necessary adjustments.
7. If needed, you can recalculate the WIP adjustment, reset the WIP value to zero, and reset all previous adjustments.
8. If you want to add a manual approver to your adjustment:
   • Click the Approval tab and click Add approver .
   • In the Add approver dialog box, select an approver from the drop-down list and click OK.
9. If you want to remove a manual approver, highlight the approver that you want to remove and click Remove approver
   Note: There is no confirmation dialog box for this action. WorkBook deletes the manual approver at once.
10. When you are ready to make the adjustment, click the Details tab.
11. Enter an adjustment comment and click OK - make adjustment.