Expense Sheets V6

Kellie, 

This is an excellent question. We do not have very good documentation on this and it is not often used by other customers. I will investigate this and get you a description of what this field provides you and how to use it.

Sincerely, 

Boris

Kellie, 

I have received some feedback about this field. There are actually two fields to be aware of Charged is at the Expense/Timesheet as well as the Work Item (Task). You are able to modify this at the work item (picklist) but at the Expense, this field is locked...

These are two separate field sets that do not necessarily impact each other.The field on the expense is the one that is set as API only, so you cannot update it through the UI. Typically on integration between financial systems and Clarizen, the items that are marked as charged are the ones on which one issues an invoice or a payment and these are expense sheets (and expense entries) as well as time entries.

For work items, it more complex and less deterministic, that’s why it is open to be updatable either by Project Manager or via Business Rule\API.

Hope this information helps. 

Sincerely, 

Boris

Hello

I had the same question as Kellie. I understand that there are two fields (one on expense and one on workitem). I am curious about the field on Workitem.

In the explanation of Boris I read : 'For work items, it more complex and less deterministic, that’s why it is open to be updatable'

This is confusing to me. Why is it more complex? It is linked somehow with the field 'Charged amount'? If so, in which way?

Also: Does the field 'charged amount ' have any other links in the system or is it an information field.

The fields are not connected by default, but are designed to be used for financial integrations and can be connected via workflow rules.