Approvals troubleshooting

This topic outlines what's involved if you've approved a transaction against a project that needs to be edited or deleted.

Who can use it?
Staff Manager System Administrator

Who can use it?

Staff Manager

System Administrator

Tips:

Any approved transaction allocated to the <Office> project can be queried and then deleted.
This topic can be used for Timesheets and Staff Expenses.

Raise a transaction query

Open the project of the item that has been approved.
Select the Time & Expenses tab.
Locate and select the transaction.
Select the Query this transaction icon . Complete the query form. Save.
Still with the Transaction query open, select the Open Transaction for Edit . This enables editing of the transaction.
Now select Show the Transaction . Close the Query screen.
Now within the timesheet entry screen, the item that has been queried will appear in red text.

Alter the transaction

Delete the transaction

Select <Office> at the project column, and allocate to the first sub project and task. Save.
Select Resolve the Transaction query .
One final step is to Unlock the Transaction by selecting the unlock icon .
Now that the item is unlocked it can be deleted.

Looking for more help? Try reviewing the following topics: View Topics