The end-user cannot edit an approved expense. Project Managers and Administrators can reject an approved expense and make modifications to it thereafter. Once an approved expense has been rejected, the end user can once again make modifications to it.
AceProject is not designed to handle revenues. The only possible workaround is to add an expense with a negative amount.
It is not possible to add an expense for another user. However, you can edit an expense that was created by another user if you are an Administrator or Project Manager. For more information in that regard, please refer to this help topic.
Actual Expenses are calculated based on expenses recorded by users. For information on how expenses can be added, please refer to the following help topic.
Only users having the right to add expenses are entitled to see values in the “My Actual Expenses” task list column. The “Can See Financial Data” right enables the user to see values for “Estimated Expenses” and “Actual Expenses” on all projects he/she has access to. The Expense Approval project right allows a user to […]
When an expense is created, the end user must provide a value for the “Expense Date” field which may be different than the date the expense was created. In the expense report criteria page, a time range may be specified using the “From” and “To” fields. The expense report generated will capture expenses with an […]
Both the Home => Documents and Project Tab => Documents > Search pages now list expense documents under document type “Expense Document”. The Expense Approval list page also provides a link to download the supporting document if one was attached to the given expense.
Expense reports may be generated on screen or exported to Microsoft Excel or CSV format. The expense report criteria page offers both of these options.
If you created the expense yourself, it has probably been approved. An approved expense can no longer be edited by the end-user. If you are approving expenses, bear in mind that having expense approval rights on a project does not grant you the right to edit another user’s expenses. A Normal user must have Project […]
A Project Manager or a Normal user who has been granted the “Expense Approval” project level right can approve expenses on that specific project. Administrators can approve expenses on any project.