To make an expense or advance credit entry, use the Cost Entry program. An expense credit is used to deduct an amount from the billed expenses for a client whereas an advance credit is used to deduct an amount from the billed advances for the client. Processed expense and advance credits will also deduct from receipt allocation balances and client productivity totals. When entering a cost credit, enter the Amount as a negative amount.

   To add a cost credit

  1. From the File menu, point to Data Entry and select Cost.
  2. Select the desired Client ID.
  3. Select the Timekeeper to which the credit will be applied.
  4. Select the desired Tcode.
  5. Enter a negative Amount (e.g., -160.00).
  6. Click to save the fee credit.

Note: You may want to set up separate transaction codes specifically for expense credits for each cost type and separate transaction codes specifically for advance credits for each cost type.

See also: Credit Transactions
  Credit Transactions Technical Notes
  Payment Refund
  Write-Up/Write-Down Overview
  Write Off Client
  Knowledge Base Article R11760 - Best Practices When Applying Credits