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We are utilizing Expense Receipts under Time and Expenses, to track outside expenses. We can add the amounts, dates posted, and claim to release internally just fine. I am wondering if there is a way to add a negative balance when we get refunds and we already released the expense. Any ideas on what we can do in these scenarios to add negative balances (Refunds)?

If it’s an amount paid out of the employee’s “Personal Account” then yes, you can use negative amounts on the receipts and it will create an adjustment instead of a bill to offset the amount to pay (or have the employee pay back and process it as a refund)

If you’re using credit cards, please see this post which collects a couple of other related posts as well:

 


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