Correcting an item

If you have found an error in a timesheet, time off booking, or expense sheet, you can address it in one of the following ways:

For information on correcting items that are included on invoices, refer to Correcting billing errors.

Rejecting an item

When you reject an item, it is sent back to the owner. They can make the corrections and resubmit it. It will then go through the full approval process again. You may want to reject an item if you want the changes validated by the owner and approvers.

You can reject an item regardless of its approval status; even approved items can be rejected as long as they haven’t been included on an invoice.

To reject an item:

  1. Go to the Billing, Payroll, or Cost Management section.
  2. Select the tab for the item you want to reject, either Timesheets, Time Off, or Expenses.

  1. Enable the check box next to the item.

  1. Click the Reject button.

  1. Click OK to confirm you want to continue. Then, enter rejection comments (these are required) and click Reject.

Editing an item

Time off bookings can be edited regardless of their status. Only unsubmitted timesheets and expense sheets can be edited directly.

Editing time off bookings

Any edits to a booking will not change its status. If the booking is already approved, it will remain approved.

To edit a time off booking:

  1. Go to the Payroll > Time Off.
  2. Click on the user’s name to open the booking you want to edit.

  1. Click the Edit Time Off button in the bottom, left corner of the booking dialog.

  1. Make the necessary changes and click Save.

Editing unsubmitted timesheets and expense sheets

To edit an unsubmitted item:

  1. Go to the Billing, Payroll, or Cost Management section.
  2. Select the tab for the items you want to re-open, either Timesheets or Expenses.

  1. Find the item you want to edit and click to open it.

  1. Click the Edit button.

  1. Make the changes and click Save.

The changes are saved and the item is displayed in a non-editable state. Click Edit to make further changes.

Re-opening an item

If you want to edit a submitted timesheet or expense sheet yourself, you must re-open it first. Re-opening sets the item back to the unsubmitted state. Then you can make the corrections and submit the item for approval or bypass regular approvals.

You can reopen approved items even if they've been included on an invoice.

To re-open an item:

  1. Go to the Billing, Payroll, or Cost Management section.
  2. Select the tab for the item you want to re-open, either Timesheets or Expenses.

  1. Enable the check box next to the item you want to re-open.

  1. Click the Reopen button.

  1. Enter comments explaining why you are reopening the item and click Reopen.

The item is now in an unsubmitted state and can be edited directly. Once you’ve completed your edits, you can submit it or bypass regular approvals.

FAQs

Do items that are edited have to be reapproved?

If you edit a booking, whether or not its associated timesheet requires re-approval depends on the settings your administrator selected. If you reopen a timesheet or an expense sheet, when you re-submit it, it will re-enter its normal approval process.