Differences
This shows you the differences between two versions of the page.
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ug6-27 [2014/09/17 11:31] – barbara | ug6-27 [2018/01/18 10:50] (current) – ivan | ||
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- | ==== Editing timesheets ==== | + | ==== Editing timesheets |
\\ | \\ | ||
- | **If you find an error in a timesheet before you transfer to payroll, then you can edit it by deleting:** ++ Click here for full details | | + | **If you find an error in a timesheet before you transfer to payroll,** then you can edit it by deleting: ++ Click here for full details | |
\\ \\ If the transfer batch field is empty, you can use the **Delete** button. | \\ \\ If the transfer batch field is empty, you can use the **Delete** button. | ||
\\ \\ Click **Yes** to confirm that you want to delete this timesheet. | \\ \\ Click **Yes** to confirm that you want to delete this timesheet. | ||
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\\ \\ When you have entered the correct details, click on the **Save** Provisional button, or complete the timesheet as usual. | \\ \\ When you have entered the correct details, click on the **Save** Provisional button, or complete the timesheet as usual. | ||
- | **If you discover an incorrect timesheet after it has been transferred you cannot delete it, it must be cancelled with a negative timesheet and a recreated correct timesheet. (Payroll might require intervention, | + | **If you discover an incorrect timesheet after it has been transferred you cannot delete it,** it must be cancelled with a negative timesheet and a recreated correct timesheet. (Payroll might require intervention, |
\\ \\ This will create a negative timesheet that reverses the original and recreate a provisional timesheet if corrections are required. | \\ \\ This will create a negative timesheet that reverses the original and recreate a provisional timesheet if corrections are required. | ||
- | \\ \\ Cancelled and replacement timesheets are linked and have corresponding timesheet numbers (original timesheet number + C for the cancelling timesheet, original number + R for replacement timesheet). | + | \\ \\ Cancelled and replacement timesheets are linked and have corresponding timesheet numbers (original timesheet number + C for the cancelling timesheet, original number + R for replacement timesheet). |
\\ \\ IQX Version 2.2.10.13 onwards: if an image is linked to the original timesheet this will also be linked | \\ \\ IQX Version 2.2.10.13 onwards: if an image is linked to the original timesheet this will also be linked | ||
\\ \\ Expand the original timesheet that requires deleting and click the Cancel/ | \\ \\ Expand the original timesheet that requires deleting and click the Cancel/ | ||
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++ | ++ | ||
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+ | **Advanced Timesheet Correction Facility.** | ||
+ | ++++ Click here for more information on using Advanced Timesheet Correction | | ||
+ | Advanced Timesheet Correction is used if you wish to allocate the invoice against a different company or vacancy for example. \\ | ||
+ | Using the Cancel or Correct button, you will be asked if you wish to use the Advanced Timesheet Correction Facility. Clicking Yes will bring up the following screen: \\ | ||
+ | |||
+ | {{: | ||
+ | | ||
+ | Once you have identified the correct invoice, use the expand buttons to check any details required for the the Original Timesheet, Placement, Vacancy and or Company. | ||
+ | |||
+ | Use the Reverse buttons (Reverse Selected or Reverse All) to create the cancel timesheet(s). You will be asked whether you are making a charge only or pay and charge correction. Once selected the Reverse timesheet(s) will be created and the ' | ||
+ | |||
+ | Use the Move Target button to select a new company to allocate the invoice against, Change Company and select a Vacancy or just Change Vacancy. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Confirm you wish to move the timesheet target. The ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | |||
+ | Finally you will need to complete the Replacement timesheet using the relevant button and completing the timesheet as usual. Once completed the ' | ||
+ | |||
+ | ++++ | ||
- | \\ | ||
\\ See also | \\ See also | ||
- | \\ [[ug1-18|1.18 Timesheets]]. | + | \\ [[ug1-18|Timesheets]]. |
- | + | ||
- | \\ | + | |
\\ Back to [[http:// | \\ Back to [[http:// | ||
\\ Back to [[UG6-00]] | \\ Back to [[UG6-00]] | ||