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If a Payee has been overpaid, a correction needs to be processed to ensure their year to date earnings are correct.

 Below are the steps required to adjust hours on the timesheet and process the correctiona pay and invoice batch.

Instructions

Adjust the Timesheet

This is required for the correct hours to be interpreted.

1. Adjust the timesheet and correct the hours - Refer to Adjust an Approved Timesheet
2. Approve the timesheet
3. In Interpreter Review, set the timesheet to Reviewed

Process Pay Batch

This is required to correct the year to date earnings.

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1. Click Add
2. Select Adjustment Batch
3. Tick Only Include Payees With Timesheets
4. Enter a Payment Date
5. Click Find Pay Group
6. Select the relevant Pay Group
7. In Adjustment Pay Period, select the relevant pay period
8. Click Next
9. Process and close the pay batch

Process Invoice Batch

This is only required if there is a Total Bill amount on the adjusted timesheet in Interpreter Review.

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1. Click Search Invoice Batch Groups
2. Select the relevant batch
3. Click Create Invoice Batch

Recover the Funds

If the payee would rather the funds be deduction from their pay, rather than returning the funds, a Net Deduction will need to be setup in the Payee record.  

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