Reclassify an expense adjustment

To update an expense adjustment that is in a Selected, Partially paid, or Paid state, you need to reclassify the transaction. Only authorized users can reclassify a transaction and the option to reclassify must be enabled for your company.

Only some fields can be edited when you reclassify a transaction. For example, you can change the account and location dimension for a line item, but you cannot change the amount or add and remove line items.
Subscription

Time and Expenses

Regional availability

All regions

User type

Business

Permissions

Expenses

  • Expense adjustments: List, View, Edit, Reclass

  1. Go to Expenses > All > More > Expense adjustments.

  2. Find the adjustment that you want to reclassify.

  3. Select Edit at the end of the row.

  4. Select Reclassify.

    If you do not see the Reclassify button, it is usually for one of the following reasons:

    • You do not have reclassification enabled in the application configuration.
    • You have not been granted the appropriate permissions to reclassify this transaction type.
    • The transaction is unpaid and you need to edit it instead.
    • The transaction state is Reversed or Reversal and cannot be reclassified.
    • You are trying to reclassify a transaction type that does not support reclassification.
    • You are trying to reclassify a VAT transaction that originated outside of Accounts Payable or Accounts Receivable.

  5. Make your changes.

    • Expense adjustment report number
    • Reference expense number
    • Description and Attachment

    You must provide a Reclassification reason when reclassifying an expense.

  6. Select Post.

  1. Go to Expenses > All > More > Expense adjustments.

  2. Find the adjustment that you want to reclassify.

  3. Select Edit.

  4. Select Reclassify.

    If you do not see the Reclassify button, it is usually for one of the following reasons:

    • You do not have reclassification enabled in the application configuration.
    • You have not been granted the appropriate permissions to reclassify this transaction type.
    • The transaction is unpaid and you need to edit it instead.
    • The transaction state is Reversed or Reversal and cannot be reclassified.
    • You are trying to reclassify a transaction type that does not support reclassification.
    • You are trying to reclassify a VAT transaction that originated outside of Accounts Payable or Accounts Receivable.

  5. Make your changes.

    • Expense adjustment report number
    • Reference expense number
    • Description and Attachment

    You must provide a Reclassification reason when reclassifying an expense.

  6. Select Post.