Amending Timesheets and Expenses

Status	Description	Edits allowed with Approvals OFF	Edits allowed with Approvals ON
	Approved Can be seen in the Project	Yes, you can amend or delete these transactions. The note or number of hours can be changed in the cloud. Use the desktop application to amend other fields.	No, you cannot amend or delete invoiced transactions.
	Invoiced Locked as invoiced to the client	No, the users are unable to amend or delete invoiced transactions.	No, the users are unable to amend or delete invoiced transactions.
	Written Off	Yes, you can amend or delete these transactions. The note or number of hours can be changed in the cloud. Use the desktop application to amend other fields.	No, the users are unable to amend or delete written-off transactions.
	Not submitted for approval(timesheets)	N/A	Yes, you can edit or delete the timesheets at this status. Edit allows change of the # of hours or note only.
	Pending manager approval (timesheets)	N/A	No, you cannot amend or delete submitted transactions. Use the 'undo submit' button to unlock the day for edit/delete.
	Pending manager approval (expenses)	N/A	Yes, you can edit or delete the expenses at this status. Edit allows change of the dollar value or note only.
	Declined Your manager has declined the timesheet or expense.	N/A	Yes you can edit the timesheet or expense entry, but delete is not supported. Edit allows change of the number of hours, notes, or dollar value for the expense.

Update a timesheet entry is supported for both the 'Hours' and 'Notes' fields. To update the entry:

1. Select the timesheet date in the calendar view.
2. Locate the timesheet that needs to be changed in the panel on the right and click the 'edit' button.
3. The 'Edit Timesheet' page is shown.
4. Amend the 'Hours' or 'Notes' fields as required.
5. Click the Save button.
6. The list is refreshed to show the changes to the timesheet.

Changing or updating an existing timesheet entry is only currently supported for the 'Hours' and 'Notes' fields. If you need to amend other fields then you need to delete the timesheet and add it back again. To do this:

1. Select the timesheet date in the calender for the item you want to delete.
2. In the right panel locate the item that needs to be deleted, and click the 'delete' button.
3. Use 'Add' button above the calendar to add this timesheet entry back again.

Update a expense entry is supported for the 'Total inc Tax' and 'Units' and 'Notes' fields. To update the entry:

1. Select the expense date in the calendar view.
2. Locate the expense that needs to be changed in the panel on the right and click the 'edit' button.
3. The 'Edit Expense' page is shown.
4. Amend the Total value (inc tax), or the number of units, or update the notes as required.
5. Click the Save button.
6. The list is refreshed to show the changes to the expense.

Change or update an existing cash or travel expense entry is only currently supported for the 'Total inc tax', 'Units' and 'Notes' fields. If you need to amend other fields then you need to delete the expense entry and add it back again. To do this:

1. Select the expense date in the calendar for the item you want to delete.
2. In the right panel locate the item that needs to be deleted, and click the 'delete' button.
3. The expense is deleted and the page is refreshed.
4. Use 'Add' button above the calendar to add this expense entry back again.