Editing or deleting a timesheet/ mileage charge matrix

 

Once you have created your timesheet/ mileage charge matrix you can easily edit or delete it at any time if needed.

Once a matrix has been deleted users will no longer be able to select it when creating a timesheet/ expense, however items that have already been submitted associated with this matrix will remain.

 

Editing a Matrix:

1. Go to Main Navigation > Administration > Default Settings tab

2. Click Edit at the bottom of the page.

3. Click the Edit icon next to the matrix you would like to edit (circled in green on the screenshot below)

Edit Charge Matrix

4. You will see the template details, simply edit any fields needed. Please Note: If you edit the number of template/ sub template rows or columns you will need to click ‘Generate’ and fill in all the template values again.

5. Once you have finished making changes to the template or sub template click Update

 

Deleting a Matrix:

1. Go to Main Navigation > Administration > Default Settings tab

2. Click the Delete icon next to the matrix you would like to delete (circled in green on the screenshot below)

 

3. You will see a ‘Are you sure you want to delete this template?’ pop up. Click Confirm to delete.

 

Was this helpful?

Was this helpful?
Yes
No

 

« Back