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Time and Expense

Delete a time and expense entry

Delete a time and expense entry

  • If you haven't completed the transaction
    : press the
    Esc
     key to delete the value in the current field, then
    Esc
     again to delete the entire transaction.
  • If the transaction was previously entered and completed
    : right-click on the gray box at the beginning of the transaction then select
    Delete Entry
     from the context menu.

Unable to delete time / expense entry

You can only delete time and expense entries if there's no history or data of any type, or references to the time in the database. This is necessary to maintain data integrity. Historical data may include:
  • Receipts and adjustments.
  • Service charges.
  • Invoices.
To resolve this and delete the entry, find and delete all data associated with it.

Find and delete receipts and adjustments

  1. Select
    Actions
     then
    Receipt & Adjustment Entry
    .
  2. If the Approve and Post process for Receipt & Adjustment Entry is turned on:
    1. On the
      Review
       tab, clear the
      Unapproved only
       and
      Unposted only
       checkboxes.
    2. Filter for the invoice where the time was billed, then unpost and unapprove all control sheets on the screen.
  3. Go to the Overview tab.
  4. Filter for the project or project template.
  5. Mark the
    Control Date
     checkbox on the first transaction. Go to the last transaction and, while pressing the SHIFT key, mark the
    Control Date
     checkbox in the last transaction.
  6. Right-click the
    Control Date
     checkbox on any of the selected transactions, then select
    Delete Entry
     from the context menu.

Find and delete all invoices

  1. Select
    Actions
     then
    Billing
    .
  2. Select the
    Review
     tab.
  3. If
    pprove and Post process for Billing
     is turned on, clear the
    Unapproved only
     and
    Unposted only
     checkboxes.
  4. Filter for the invoice where the time was billed.
  5. Right-click and choose
    Select All
     from the context menu.
  6. Right-click and select
    Delete Selected
     from the context menu.
  7. If there are service charges that prevent you from deleting the invoice, make a note of the clients and invoices affected, then delete the service charges.
  8. Once the service charges have been deleted, delete the invoice again.

Delete all service charges

  1. Use the list of affected clients and invoices you created when you deleted invoices.
  2. Print a Service Charge Journal filtered for the client.
  3. Starting with the newest service charge:
    1. Select
      Actions
       then
      Assess Service Charges
      .
    2. Enter the
      Through
       date equal to the newest date on the Journal.
  4. Find the service charge for this client and mark the checkbox.
  5. Right-click and select
    Unpost Selected
     from the context menu.
  6. Repeat steps 3 and 4 for each date, in reverse date order.

This article applies to:

  • Product: Practice CS