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Enable editing of project date for project adjustments

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Users by admins, makers, or analysts - Dec 27, 2024

Business value

This enhancement provides the ability to efficiently make corrections through adjustments, saves your organization time, and ensures invoices can be generated on schedule.

Feature details

Adjustments are often necessary when preparing monthly invoices. If discrepancies are found either by the project manager or the customer, organizations need a fast and efficient way to correct these errors.

This feature adds two functions to the adjustment process:

  • The project date for adjusted transactions is now editable on a transaction-by-transaction basis.
  • The project date can now be defaulted to the adjustment date by using a new toggle Set project date from adjustment date.

This combination of features allows for great flexibility in allowing you to move timesheets or expenses to the correct date that they were incurred. If several transactions were posted incorrectly, they can be mass-updated using the new defaulting toggle.

Screenshot showing the adjustment form with the project date field editable.