Correct billed or partially billed timesheets
You can correct a billed or partially billed timesheet. The process is different depending on whether you have sent the project AR sales invoice to the customer.
AR sales invoice not sent yet
| Subscription |
|
|---|---|
| Regional availability |
All regions |
| User type |
Business Project Manager |
| Permissions |
Order Entry
Projects
Time
|
-
Go to Order Entry > All > Transactions > Project AR sales invoice.
-
Find the AR sales invoice that you want to delete.
-
Select its checkbox and choose Delete.
-
Go to Time > All > Timesheets > Staff timesheets.
-
Find the timesheet that you want to duplicate or edit.
-
Select More actions > Duplicate or choose Edit at the end of the row.
-
Make your changes to the existing or new timesheet.
-
Select Submit.
-
Go to Projects > All > AR sales invoices > Generate Sales Invoices.
Run Generate Sales Invoices again to generate the new AR sales invoice. For more information, go to Generate project AR sales invoices.
-
Go to Order Entry > All > Transactions > Project AR sales invoice.
-
Find the AR sales invoice and select its checkbox.
-
Select Delete.
-
Go to Time > All > Timesheets > Staff timesheets.
-
Find the timesheet and select Duplicate or Edit.
-
Make your changes to the existing or new timesheet.
-
Select Submit.
-
Go to Projects > All > AR sales invoices > Generate Sales Invoices.
Run Generate Sales Invoices again to generate the new AR sales invoice. For more information, go to Generate project AR sales invoices.
Sent AR sales invoice
Make two duplicates of the timesheet that you want to correct. In the first duplicate, zero out the time entry you want to change by entering a negative value. In the second duplicate, enter the correct hours. You will submit each timesheet.
| Subscription |
|
|---|---|
| Regional availability |
All regions |
| User type |
Business Employee Project Manager Warehouse |
| Permissions |
Projects
Time
|
-
Go to Time > All > Timesheets > My timesheets or Staff timesheets.
-
Find the timesheet that you want to duplicate.
-
Select More actions > Duplicate at the end of the row.
This is your first duplicate. -
In the entries section, zero out the time entry that you want to change by entering the same value with a negative number.
-
Select Submit.
-
Find the original timesheet that you want to duplicate.
-
Select More actions > Duplicate at the end of the row.
This is your second timesheet. -
Enter the correct hours and information.
-
Select Submit.
-
Go to Projects > All > AR sales invoices > Generate Sales Invoices.
Run Generate Sales Invoices again to generate the new AR sales invoice. For more information, go to Generate project AR sales invoices.
-
Go to Time > All > Timesheets > My timesheets or Staff timesheets.
-
Find the timesheet and select Duplicate.
This is your first duplicate. -
In the entries section, zero out the time entry that you want to change by entering the same value with a negative number.
-
Select Submit.
-
Find the original timesheet and select Duplicate.
This is your second timesheet. -
Enter the correct hours and information.
-
Select Submit.
-
Go to Projects > All > AR sales invoices > Generate Sales Invoices.
Run Generate Sales Invoices again to generate the new AR sales invoice. For more information, go to Generate project AR sales invoices.