Time and expense entry

Editing multiple time and expense entries

To change multiple time and expense entries at one time, follow these steps.
note
  • If your firm uses the approval and posting process, staff members with security privileges to approve and post time & expense entries can edit entries without reversing the approval and posting of those entries.
  • If you have security privileges to do so, you can also use this procedure to edit prior-period entries. Privileges for this task are found on the Security Groups setup screen under Data > Time & Expense Data > Edit Prior Period Entries.
  1. Select the entries you want to edit.
    • In the Overview tab of the Time & Expense Entry screen, press SHIFT and use your mouse pointer to select consecutive entries. For non-consecutive entries, press CTRL and select each entry individually.
    • If your firm uses the approval and posting process, you can select entries on the Review tab of the Time & Expense Entry screen. Select the Expand button for each relevant item, and then select the individual entries that you want to edit.
    note
    You can also perform this task on the Time & Expense tab of the Detail Billing screen by marking the checkbox for each entry you want to edit.
  2. Right-click the selected entries and choose
    Edit Selected Time & Expense Entries
     from the context menu.
    note
    Edit Selected Time & Expense Entries
     is available only for entries that can be edited.
  3. If you have security privileges to edit WIP amounts, the first row of the
    Edit Selected Time & Expense Entries
     dialog is used to change amounts on entries, if necessary. If you do not have these security privileges, skip to the next numbered step.
    Use the drop-down list to select the change you want to make to the amounts of the selected transactions (if any). Choices are:
    • Recalculate, keep overrides
       — (Default) Recalculates the selected entries based on the new criteria, but retains entries that were manually overriden.
    • Recalculate
       — Recalculates the selected entries based on the new criteria.
    • Use this amount
       — Manually overrides the amount of WIP being transferred to the amount you have specified. You will be prompted to enter an amount.
    • Do not recalculate
       — Retains the original amount of the WIP entries being transferred, regardless of any other changes.
    note
    If you want to edit additional fields, select the Add Row button to add another row to the dialog. Otherwise, skip to the "Select OK" step below.
  4. In the first drop-down list, select the field you want to change.
  5. In the second drop-down list, select the new value for the field you are changing.
    note
    If you want to edit additional fields, select the Add Row button to add another row to the dialog.
  6. Select
    OK
    .
  7. At the prompt, select
    Yes
     to confirm.

This article applies to:

  • Product: DT Practice