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Time and Expenses - Expense Receipts - Adding Negative balances (Refunds after entering/claiming sale)

  • 22 January 2024
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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)?

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Best answer by meganfriesen37 22 January 2024, 21:56

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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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