Transaction queries

Using approvals locks timesheets and expenses down, so once approved they can't be edited.  Should a transaction need to be modified after it's approval, a transaction query can be raised to allow editing.

ClosedGetting Started
Who Can Use It? Where Is It?

User

Assist. Project Manager

Project manager

Director

Administrator

System Administrator

Projects > Time and expenses tab

Tip:

Timesheets can be edited easily if approvals is not being utilised.

Raise a transaction query

ClosedComplete the following steps to raise a query:
  1. Highlight a transaction in the grid.
  2. Click the button to raise the query .
  3. Add query details in the dialog box that appears.
  4. Select the Linked users tab and attach the staff member.
  5. Save and Close.

Resolve the transaction query

The staff member will then open the transaction for editing.

ClosedComplete the following steps to resolve a query:
  1. The open query will appear in the list.
  2. Double click the query.
  3. Select the Open transaction for edit button .
  4. Select the magnify glass to open the transaction .
  5. The transaction will be open highlighted red with the icon .
  6. Make necessary changes and then press the Resolve the transaction query button .

Tip: If you see the icon , this indicates the query is still active and the transaction has not yet been open for editing.

Want to learn more?

Looking for more help? Try reviewing the following topics: Concept Link IconView Topics

 

© 2019 Total Synergy Pty Ltd

Open topic with navigation