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ug7-31 [2021/09/09 10:57] – Viola Scottug7-31 [2021/09/09 11:25] (current) – Viola Scott
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 Using negative timesheets allows partial crediting of an invoice 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 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.\\ \\
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 === 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
  • ug7-31.1631185078.txt.gz
  • Last modified: 2021/09/09 10:57
  • by Viola Scott