Edit a Ticket Expense

Overview

Expenses should be entered as soon as they are incurred. This helps to ensure they do not miss getting billed. There is no restriction on how many expense entries can be entered. In the advent an expense was erroneously entered, they can be corrected as necessary.

Important
Expenses can only be edited or deleted by the person that created them. If you are not that person, create a Task on the ticket to the individual with information on what needs corrected. If the person no longer works for department then the Task should be assigned to the ESM Ticketing Application's AppAdmin group.
Warning
If an expense has been submitted, it is not possible to edit the expense unless it has been sent back to the expense creator either by Unsubmitting, or Rejecting the ticket expense by the approver.

What materials do I need?

  • Internet access
  • TDNext license
  • Access to applicable ESM ticketing application

How do I use this technology?

  1. Open the ticket to edit an expense item on.
  2. Click the T&E tab.

    Enterprise Service Management Ticket Time & Expense tab highlighted
  3. Scroll down to the Expenses (x) section.

    Enterprise Service Management Ticket Time & Expense tab
  4. Click the Expense ID next of the expense to edit.

    Enterprise Service Management Ticket Time & Expense expense line item ID highlighted
  5. In the Expense Details window, click Edit.

    Enterprise Service Management Ticket Expense Details Edit Button Highlighted
  6. The Edit Expense window will open displaying the current expense details.

    Enterprise Service Management Ticket Edit Expense Window
  7. Make the desired adjustments to the expense item.
  8. Click Save.

    Enterprise Service Management Ticket Edit Expense Save Button Highlighted

Need additional help or have issues

For support, requests may be submitted anytime using the appropriate Enterprise Service Management form. Requests generate a Ticket which will be worked in order received and urgency by IT Employees with the knowledge and permissions to assist with the request.

For immediate assistance please review the Contact Us page for the appropriate support group.

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