Adjust an Approved Expense Report

This feature enables users with the Adjust approved expense reports role permission to create offsetting receipts in an 'adjusting expense report' using a bulk action in the receipts list for the approved expense report. This can be used, for example, to zero one or more receipts in an approved expense report.

To adjust approved expense report receipts, go to Expenses > Expense reports > [Select an approved expense report] > Receipts, select the receipts you want to adjust, and click Bulk actions. In the bulk action popup window, choose Adjust selected receipts and select whether you want to create offsetting receipts or create offsetting receipts and duplicate receipts from the dropdown options.

To enable this feature, contact SuiteProjects Pro Support.

When enabling this feature, SuiteProjects Pro Support will need to configure it using the following settings:

• Approval of expense reports adjustments

  The following options are available:

  • Always require approval for adjusted expense reports

  • Do not require approval for adjusted expense reports

  • Require approval for adjusted expense reports only if net reimbursement amount is not zero

• Accounting date of adjusted expense reports

  The following options are available:

  • Adjusted expense reports have accounting date set by accounting date rules

  • Adjusted expense reports have accounting date of original envelope

• Accounting date of receipts in adjusted expense reports

  The following options are available:

  • Adjusted expense report receipts have accounting date of original receipt

  • Adjusted expense report receipts have accounting date set by accounting date rules