Reassigning expenses

[hopperjd8770]

Last week in the process of processing some reimbursement checks I incorrectly assigned an expense to the wrong budget category. The checks have already be disbursed. Should I go back into MLS to reassigned that expense to the correct budget category? Is there a way of doing that or should just leave it alone?

[aebrown]

Yes, you can change the category after the check has been given to the payee. You just go into View/Edit Expenses, find the expense (by check #) and change the category. When you save the change, you'll be asked to give a reason.

Changing the category can certainly be appropriate. You should double check to make sure that your expense documentation accurately reflects the category it is now charged against.

[hopperjd8770]

Thank you! You're always so helpful. I'll give that a try.