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Time and Expense

Edit multiple time and expense entries

Follow these steps to change multiple time and expense entries.
note
  • If your firm uses the approval and posting process, staff members with security privileges to approve and post time and 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. Select
    Data
    ,
    Time & Expense Data
    , then
    Edit Prior Period Entries
     to show privileges for this task on the
    Security Groups
     setup screen.
  1. Select the entries you want to edit.
    1. In the
      Overview
       tab of the
      Time & Expense Entry
       screen, use
      Shift
       and your mouse to select consecutive entries. For non-consecutive entries, use
      Ctrl
       and select each entry individually.
    2. If your firm uses the approval and posting process, you can select entries on the
      Review
       tab of the
      Time & Expense Entry
       screen. Select Expand for each relevant item, then select the individual entries that you want to edit.
  2. Right-click the selected entries and select
    Edit Selected Time & Expense Entries
    .
    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 1st row of the
    Edit Selected Time & Expense Entries
     window is used to change amounts on entries, if necessary. If you don't have these security privileges, skip to step 4. Use the dropdown to select the change you want to make to the amounts of the selected transactions (if any). Choices include:
    • Recalculate, keep overrides
      : (Default) Recalculates the selected entries based on the new criteria, but retains entries that you manually override.
    • 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 Add row to add another row to the window. Otherwise, skip to step 6.
  4. In the 1st dropdown, select the field you want to change.
  5. In the 2nd dropdown, select the new amount for the field you're changing.
    note
    If you want to edit additional fields, select Add row to add another row to the window.
  6. Select
    OK
    .
  7. At the prompt, select
    Yes
     to verify.

This article applies to:

  • PRODUCT: Practice CS