81725

Change time from overhead to a billable item

Time has already been marked as Paid by running the Manage Payroll task. How to change a timesheet entry from overhead to a billable project?

Resolution:

To change hours from the overhead project to a billable project:

1. Navigate to Manage > Client Invoices
2. Click the Filter button (Green funnel icon)
3. In the lower left corner, check Show overhead projects > click OK
4. The Draft invoice for the Overhead project should appear. Edit the invoice.
5. Locate the time entry you want to move, Right-Click > Change Project
6. Select the new project and phase and Save.

If you are running an older version of Ajera, and can't access the overhead project via Client Invoices use the following alternate solution:

To make corrections, make in/out entries on the timesheet as follows:

1. Open the timesheet where you want to make changes.
2. At the top of the timesheet, in the direct section, locate the first blank line.
3. Enter in the overhead project, phase and activity. Then in the appropriate date column, enter negative hours to reverse the timesheet item initially entered to overhead.
4. Enter a second line for the billable project, phase and activity. Then in the appropriate date column, enter hours to charge the time as a billable item.