Simplified expense adjustment

Overview

This features allows expense transactions in an invoice proposal to be adjusted in a number of ways, as follows:

• Write-off expense transaction
• Move transactions from one project/matter to another
• Modify expense transactions

Feature management and parameters

The availability of the simple adjustment functionality is controlled by feature management (Workspaces>Feature management). The feature is called “(evergreen) Simple adjustments” and was added in an earlier release. The expense functionality described in this release will be visible if that feature has been enabled.

Once enabled in feature management, the behaviour is activated by “Activate move expense” parameter in the invoice section of the matter management and accounting parameters screen. Also, ensure that “Activate modify expense” is turned off:

Functionality

The functionality is seen only in an unposted invoice proposal. Tabs are available when viewing the expense transactions included in an invoice:

Write off expenses

This process allows the line property of an expense to be changed from invoiceable to non-invoiceable. This will remove the line from the invoice and WIP. It is possible to write all or part of an expense, using a specific amount or percentage.

Move expenses

By first selecting the transactions to be changed, clicking the “move expense” button will open a side-pane:

Here, it is possible to do any of the following for the selected transaction(s):

• Group transactions by timekeeper, role and any of the three financial dimension configured in your environment (usually cost centre, department and FY)
• Move transactions to another matter
• Change the activity (i.e. task), category and line property of groups of transactions
• Exclude groups of transactions from the invoice