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Administrator Guide
Last Updated: 2026-08-07
Create and Submit Miscellaneous Adjustments

Create and Submit Miscellaneous Adjustments

  • Security: Have these permissions:
    • expenses.read
      . Vendor and contractor roles must have this permission.
    • expenses.owned.read
      .
  • Set up expenses and create an expense report type whose
    Purpose
     is set to
    Misc. Adjustments
    . See Create Expense Report Types.
Vendors and MSPs can create and submit miscellaneous adjustments for invoice line items on expense reports, financial records, or transactions to make changes that don’t fit into typical expense workflows.
You can create miscellaneous adjustments without work orders.
  1. From the header, select
    More
    Expenses & Adjustments
    .
  2. Click
    Add New
     and complete the fields:
    Field
    Description
    Report Type
    Select a report type whose
    Purpose
     is
    Misc. Adjustment
    .
    Configure the
    Purpose
     field for reports in the
    Expenses & Adjustments
     section of
    Company Settings
    .
    Report Name
    Enter the expense report name.
    Link Work Order to this adjustment
    Link a work order to the expense report.
    Organization Unit
    Select an organization unit for the expense report.
    Vendor
    Select a vendor to link the expense report to.
    Currency
    Select the expense currency.
    Contractor
    Select a contractor to link the expense report to.
    Work Order / Contractor Name
    Displays if you select the
    Link Work Order to this adjustment
     check box.
    Select a work order or contractor to link the expense report to.
  3. Click
    Save
    .
  4. Select
    Add Expense
    .
  5. As you complete the task, consider:
    Field
    Description
    Category
    Select
    Misc Adjustment
    .
    Type
    Select an expense type. You can only choose from expense types according to the selected report type and category association.
    From Date/To Date
    Enter the dates of the expense.
    Amount
    Specify the expense amount.
    You must attach a receipt for amounts over 0, unless you select
    No Receipt
    .
    No Receipt
    Select to override the receipt requirement.
    Tax Location
    Select the location for tax calculation.
    Charge Code
    Indicate the charge code for the expense.
    Task Code
    Select the task code within the project you selected.
    Split Amount
    Displays if you configured
    Charge Codes Splitting
     on the
    Manage Expenses & Adjustments
     task.
    Split expenses between different projects based on percentages.
    Linked Timesheet
    Select a timesheet.
    Comment
    Add a comment to explain the expense.
    Attachments
    Upload the receipt.
  6. Click
    Save
    .
  7. Click
    Submit
    .
Submitted miscellaneous adjustments are sent to invoicing administrators who can then approve or reject the submission. Approved and rejected expense reports display in
Invoices
.