Incorrect Project codes on Invoice

Below are the steps required to recreate invoices after changing the Project codes on an Invoice.

Step-by-step guide

PART ONE - Adjust the Timesheet(s)

For each job that has been included in the original invoice:

• In Time & Attendance, go to the Historical tab
• Adjust the timesheet, delete all entries so the timesheet is blank and 'Save and Submit' – Refer to Adjust an Approved Timesheet 
• In Interpreter Review, set the timesheet(s) to Reviewed – Interpreter Timesheet Details tab should show negative entries

PART TWO - Create the Credit Note(s)

• Go to Billing > Create Invoice Batch
• Create an Invoice batch. A Credit Note will be created for the timesheet(s) adjusted in Part One

PART THREE - Re-enter the Timesheet(s)

For each timesheet adjusted in Part One:

• In Time & Attendance, go to the Historical tab
• Adjust the timesheet(s) again, re-enter the original hours and enter the correct Project code and 'Save and Submit'
• In Interpreter Review, set the timesheet(s) to Reviewed – Interpreter Timesheet Details tab should show the same entries as the original timesheet with the new Project codes

PART FOUR – Recreate the Invoice(s)

• Go to Billing > Create Invoice Batch
• Create an Invoice batch. - Invoice(s) will be created for the timesheets adjusted in Part Three.

PART FIVE - Adjustment Pay Batch

Create an adjustment pay batch to include the timesheet(s) adjusted in Part One & Three.

Where no changes have been made to the original hours, a nil batch will be created so this is optional step.

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