I'm trying to grapple with the expense to actuals procedure in PSA, and was wondering if anyone can help me with a problem?
As far as I am aware, when adding expenses, you need to put the net amout of the receipt (ie. amount without sales tax), and then the sales tax seperately. For example, if I had a receipt for a total of £60, £15 of which is tax, I would have to put in an Amount of £45, and a Sales Tax of £15:
![]()
However, it would be really useful if I could put the Gross Amount (ie. £60) in the first box, and then add the sales tax from that below (£15). I've tried creating workflows and changing calculated fields to make this happen, but no matter what I do, the actuals are created assuming that the first box is the Net Amount.
My final thought would be to register a plugin that can link either the Expense actual to the related Tax actual that has been created, or link the Expense actual back to the Project Approval it originated from. I could then directly update the Actual with the correct amount. However, I can't find any field that links them together.
Has anyone had any success with changing the expense input system to cater for Gross amount input, or has anyone had any success linking Project Approvals to Actuals via a plugin?
Thanks!
