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Amend expense claims in the desktop

About amending expense claims

You can amend expense claims at any stage before they have been posted. You can amend claims with a status of Saved, Submitted, Authorised or Rejected.

You cannot amend expense claims with a status of Posted.

You can amend expense claims in the desktop or in Self Service if you are a web userThe user can access the Self Service application via a web browser. The user must have the 'Is Web User option' selected on their User properties in Sage 200 System Administration..

You can print an expense claims by resource report (see Reports > Timesheets & Expense Claims > Expense Claim Transactions (by Resource).

To amend an expense claim

Open: Project Accounting > Adjust Transactions > Amend Expense Claims.

1. You can filter the list of expense claims as follows:

   • To display expense claims for a particular resource, select Show expense claims for resource and select the user from the list.

     To display expense claims from all users, select Show expense claims for all resources.

   • To display expense claims by date, select Range of expense claims and enter the Date from and Date to, then click Display.
   • To display expense claims by status, select Range of expense claims and select the Status (from Saved, Submitted, Authorised, Rejected or Posted). To update the list, click Display.
   • You can sort the expense claims in the list by clicking on the column headings. For example, clicking on Date will sort the list in ascending or descending date order.

   If you are using resource filtering, only the expense claims for the resources on your Can enter for list are displayed.

2. Select the expense claim that you want to amend and click Edit.

   You cannot edit a posted expense claim. However, you can display its details by selecting it from the list and clicking View.

3. When you have amended the expense claim, click Close.

When your expense claim has been submitted it can then be authorised and posted.