Undo approval or reporting ready (Profit Projects)

You can undo the approval or the ready status for actual costing lines.

To undo the approval results:

• Lines that had been approved can now be changed or deleted again.
• Profit will update the leave balances if the actual costing lines give entitlement to leave or if they refer to time off in lieu. This only happens if it has been set up for the leave type.

To undo the results of reporting ready:

• The lines will not be invoiced. You cannot perform the Cancel reporting action on lines that have already been invoiced.

  Note:

  If you do not have Profit Projecten, approval takes place via the menu of Profit HR. In this case, please read the Approve declarations (without Profit Projects) topic.

Undo approval or reporting ready using Profit Windows

If you are authorised to do so, you can undo both the approval of the actual costing and the reporting ready.

To undo the approval or reporting ready using Profit Windows:

1. Go to: Projects / Actual costing / Approve actual costing.
2. Open the view: Actual costing (not invoiced).

   This view contains all lines that have not yet been invoiced. In this view you see the status of each line in the Approved and Reported ready columns. In the By column you also see which employees have approved the lines or reported them ready.

   

3. Select the check boxes for the desired lines.
4. Click on the action: Undo approval.

   If your selection (also) contains lines that have been reported ready, Profit will first undo the ready state. This is only done if you are authorised to do so. If not, someone with the right authorisation will have to undo the ready state.

5. Click on the action: Cancel reporting.
6. Confirm your choice.