ug7-31

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision		 Previous revision
ug7-31 [2021/09/09 10:48] – Viola Scottug7-31 [2021/09/09 11:25] (current) – Viola Scott
Line 9: Line 9:
 === Negative Timesheets ===   === Negative Timesheets ===  
 \\ \\
-Using negative timesheets allows partial crediting and is easily done from the Temp Desk.\\+Using negative timesheets allows partial crediting of an invoice and is easily done from the Temp Desk.\\ 
 +It is the method that must be used if timesheets are exported to a pay and bill system.\\ 
 +It will use the current Accounts settings for the client when the timesheet is processed, not those existing when the original invoice was created.\\ 
 +\\
 Once a Timesheet has been Transferred to payroll or Invoiced - if configured to do so - a button appears with Cancel or Correct. This is a wizard that goes through steps to determine if it is pay, charge or both that need to be corrected, and the Advanced option allows moving to another Vacancy.\\ \\ Once a Timesheet has been Transferred to payroll or Invoiced - if configured to do so - a button appears with Cancel or Correct. This is a wizard that goes through steps to determine if it is pay, charge or both that need to be corrected, and the Advanced option allows moving to another Vacancy.\\ \\
 The process will create a negative timesheet and then allow the replacement timesheet to be completed.\\ The process will create a negative timesheet and then allow the replacement timesheet to be completed.\\
Line 17: Line 20:
 === Crediting from an Invoice ===  === Crediting from an Invoice === 
 \\ \\
-This will create a 'negative' of the original invoice and must be used when crediting an invoice where any of the original Accounts setting have changed, such as Account Code, VAT registration, etc. \\ \\+This will create a 'negative' of the original invoice and **must** be used when crediting an invoice where any of the original Accounts settings have changed, such as Account Code, VAT registration, etc. \\ \\
 The Invoice form can be reached from: The Invoice form can be reached from:
   * Select menu > Direct Invoice. Enter the Invoice number   * Select menu > Direct Invoice. Enter the Invoice number
-  * Client > Accounts view > Accounts view.  Double click the line to Expand or use Expand button on right+  * Client form > Accounts view > Accounts view.  Double click the line to Expand or use Expand button on right
   * Accounts menu > Send Invoices. Tick Include Already Sent, select the Account and date range. Double click the line to Expand or use Expand button   * Accounts menu > Send Invoices. Tick Include Already Sent, select the Account and date range. Double click the line to Expand or use Expand button
   * Accounts menu > Transaction List. Select teh date range. Double click the line to Expand or use Expand button   * Accounts menu > Transaction List. Select teh date range. Double click the line to Expand or use Expand button
  • ug7-31.1631184506.txt.gz
  • Last modified: 2021/09/09 10:48
  • by Viola Scott