Change Project Numbers on transaction

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Posted on by Community Member

Hi all -

A transaction has been posted with an incorrect Project Number. I need to change this but have not found a mechanism to complete. I assume it won't let you adjust the historical transaction to maintain the audit trail, but I was wondering if functionality exists to correct the entry, and it automatically post the entries behind the scenes. A lengthy fix, I would think, would be to process a credit and then repost the transaction with the appropriate project number, but this seems very time intensive for something that should be a much quicker fix in my mind. Anybody have any suggestions?

Thanks,

Shawn

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Irfan.Rasheed 717 on at

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RE: Change Project Numbers on transaction

Kristie - There are two (2) options:

Reverse : It impacts on payable management as Debit memo and showed a debit balance against it's original expense.

Correct : It impacts two transactions on payable management an invoice and a debit memo. In Debit memo, reversal made for wrong transaction and in invoice it shows actual expense against correct project. Here, if expense is already paid, then knock off these two transactions with each other and it will not lead to reimbursement twice.
Kristie McNulty 1,008 on at

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RE: Change Project Numbers on transaction

Irfan - when making employee expense corrections and if we're integrating to payables, how do we prevent the employee from being reimbursed twice if the expense being corrected has already be paid?
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Irfan.Rasheed 717 on at

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RE: Change Project Numbers on transaction

Hi Shawn

You can make corrections navigating below path in GP.

Transaction > Project > PA Transaction Adjustment

Here you can correct timesheets, employee expenses, Equipment log entries and miscellaneous log entries.