Project budget line added by accident, how to correct or stop it

Question

Hello,We have had a couple instances where cost budget lines are added to a project by accident.  What's the best way to fix it, and is there a way to stop it from happening?We have two scenarios we happen.  We are implementing a new software for time tracking and the wrong cost code came over when we ran payroll, it added a 00-000 default cost code.  How can i fix that?  I looked at the GL batch and project transaction screen to see if I could reclassify, but there is only a reverse option (which seems a hefty lift option). The other scenario is an AP invoices.  Which those are easier to fix with a reclassification.Thoughts? Thanks,Jeremy

Laura02 · Accepted Answer

Hello,It’s possible to correct a Project Transaction entry with a negative amount to the “wrong” project-task-account group-cost code, and a positive entry to the correct Project-Task-account group-Cost code, using Project Transactions screen. If GL is correct, and the Vendor Balance is correct… no need to reverse the batches/documents in GL or AP (leave the GL Accounts and GL Subaccounts blank in the Project Transaction correction, to update only the project).I recommend adding Notes to the related GL batch and AP Documents referring to the Project Transaction #, so it’s easy to see that the posted items have been corrected on the projects.There is a setting in Projects Preferences that will show a Warning if someone posts to a Project-Task-account group-Cost Code that has no budget. The same warning will show in certain documents when the budget is exceeded. To Prohibit entry to an incorrect project-task-account group-cost code, versus showing a warning, I think requires a customization.Laura

Project budget line added by accident, how to correct or stop it

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