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Reverse Timesheet

  • 1.  Reverse Timesheet

    Posted 22 days ago
    Edited by Kamar Wilks 22 days ago
    Hi All

    I have a case where a user entered incorrect information in his timesheet. It already went through the workflow and has been posted.

    Is there a way to reverse this posting so he can enter the correct information?


    Thanks

    ------------------------------
    Kamar Wilks
    BlueCrest Inc
    Danbury
    ------------------------------
    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Reverse Timesheet

    SILVER CONTRIBUTOR
    Posted 22 days ago
    Hi Kamar,

    A situation like this usually requires the completion of a correcting timesheet that will reverse the incorrect hours and add in the the correct hours.  Once posted, most things in the system are pretty well permanent.

    ------------------------------
    Ben Morgan
    M3 Engineering & Technology Corp
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Reverse Timesheet

    Posted 22 days ago
    Thank you Ben


    Good to know. I'll try your suggestion.

    ------------------------------
    Kamar Wilks
    BlueCrest Inc
    Danbury
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Reverse Timesheet

    Posted 22 days ago
    Hi Kamar,

    If a timesheet has been posted incorrectly then you can use the project adjustment functionality to post the related transactions where they should have gone. Please review this MS Doc. page.

    https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/adjust-transactions

    Using this method there is a full audit trail of the amendments and you can amend the majority of fields on the project transactions (E.g. Change Project, Category, Line Properties etc).

    Hope that helps.

    KR
    Mark

    ------------------------------
    Mark Bailey
    Application Consultant
    Annata
    Portsmouth
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Reverse Timesheet

    Posted 21 days ago
    Hi Kamar,

    Every employee in our organization has to complete a monthly timesheet, so this situation happens to us often. The easiest way is for the user to enter a credit timesheet to reverse the posted one and a new timesheet the way it should have been entered and the user is making the correction themselves, instead of an administrative position.

    ------------------------------
    Esther Paradoski
    Ducks Unlimited Canada
    Stonewall MB
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 6.  RE: Reverse Timesheet

    Posted 19 days ago
    Thanks, Esther

    This is similar to reversing expenses.

    ------------------------------
    Kamar Wilks
    BlueCrest Inc
    Danbury
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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