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Administrator Guide
Last Updated: 2025-10-31
Create Miscellaneous Adjustments

Create Miscellaneous Adjustments

  • Security: You must have the expenses.read or expenses.owned.read permissions. For vendor and contractor roles, they should have the expenses.read permission.
  • Set up expenses and create a Misc. Adjustment report type.
You can set up miscellaneous adjustments to make ad-hoc corrections to VNDLY expense reports, financial records, or transactions that don’t fall under standard predefined categories. These adjustments typically address errors, omissions, and other unclassified discrepancies.
You can have 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
    Indicate the type of expense report to be created. The report type needs to be configured as a
    Misc. Adjustment
     on the
    Manage Expenses & Adjustments
     task.
    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 the expense type within the selected category.
    From Date
    To Date
    Enter the dates of the expense.
    Amount
    Specify the expense amount.
    A receipt must be attached 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
    .
Submit will trigger approvals. Once approved, the expense report will appear in invoicing transactions