In the Edit Expense Payment panel, you can override the payment's trueup spreading method before you release the payment, and . You can also change a payment with a Full or Partial status to a Failing status if the payment is inaccurate at any time.
To edit an expense payment: 1. In
- In Accounting Center, in the left navigation pane, click Transactions > Expenses > Expense Payments > Edit Expense Payment.
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- You see the Edit Expense Payment panel.
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- Complete the options in the Edit Expense Payment panel
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- to identify the expense payment you want to edit.
- Click Submit.
You see information for the expense payments that met your criteria in the Show All tab. - Select the check box in the row for each expense payment you want to edit and click Change Selected Expense Payments.
You see a row for each expense payment you selected in the Change Selected Expense Payments tab. - Update each expense payment that you want to change. You can update the:
- Payment Effective Date, Accounting Date, Change Effective Date, and Payment Amount Local fields
- User Initiated Status, Invoice Number, Ledger Notes, Trueup Spreading Method Override, and Conversion Event fields.
The remaining fields describing the transaction are locked, and are for information only. - Click Submit.