Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
6 posts • Page 1 of 1
In MLS, open the original expense and correct the error there, then do a send/receive. You should print expense report again and file it with the original expense documentation for audit purposes.
You will most likely have printed a check in completing the process. Follow the instructions found in the Help Center article Misprinted Checks and print the replacement check after the original expense has been corrected.
sethoo wrote:What if the expenses in MLS has been approved and can not be edited?
Approved expenses in MLS can not be changed or edited. how do you go about that?
You should be able to edit the category of any check expense within the US/Canada. If the amount was wrong then you need to void the previous check and issue a new one.
If the expense is a transfer then you can't edit it. To adjust the category you'd have to make a transfer from the incorrect category to the correct category assuming they are within the same top level category. To correct an incorrect transfer between top level categories you have to print a check and then deposit it back into your account.
For other kinds of expenses (in areas other than the US or Canada) you'd need to check with your area office on how to handle correcting mistakes. I'm guessing your talking about some non-check expense outside the US/Canada because the term Approved isn't used for checks here (it's either Issued or Cleared). If that's the case, it would help to know what area you are in. It's possible some other user may know what to do.
Who is online
Users browsing this forum: No registered users and 1 guest