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

Find and delete receipts and adjustments

Select
Actions
then
Receipt & Adjustment Entry
.
If the Approve and Post process for Receipt & Adjustment Entry is turned on:
On the
Review
tab, clear the
Unapproved only
and
Unposted only
checkboxes.
Filter for the invoice where the time was billed, then unpost and unapprove all control sheets on the screen.
Go to the Overview tab.
Filter for the project or project template.
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.
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

Select
Actions
then
Billing
.
Select the
Review
tab.
If
Approve and Post process for Billing
is turned on, clear the
Unapproved only
and
Unposted only
checkboxes.
Filter for the invoice where the time was billed.
Right-click and choose
Select All
from the context menu.
Right-click and select
Delete Selected
from the context menu.
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.
Once the service charges have been deleted, delete the invoice again.

Delete all service charges

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