The Update Chargeback hyperlink in the Finance Options sidebar under Invoicing is for use in updating chargebacks on invoices. Chargebacks ensure invoices are charged against the appropriate business unit. The appropriate business unit may change from time to time; this function allows you to update the chargeback on more than one invoice at a time.
Use the at the top to adjust the invoice approval dates that need updating and press Go.
Once you have confirmed or adjusted the target approval dates at the top, there are three options available:
- Process List
This option accepts the invoice list shown for the date range you selected and processes it when you click Update Chargebacks.
- Specific Fiscal Year
To update chargebacks for a specific fiscal year only, use the drop-down menu to select that year and click Update Chargebacks. Click the checkbox to exclude invoices already approved.
- Specific Matter
To update chargebacks for a specific matter only, enter the matter number in the text box and click Update Chargebacks. Click the checkbox to exclude invoices already approved.