View and Submit Cost Entries

Linarc automatically generates recurring cost requests for each project at the end of every recurrence period, including only the expense items incurred during that period.

• Automatic scheduling: For example, every Saturday, all weekly entries covering the current week are compiled into individual cost requests.
• Requestor review: Requestors or designated members review the generated items, reconcile details, and ensure accuracy.
• Approval submission: Finalized requests are submitted for payment approval to the designated approver.

Ad-hoc and one-time payment entries are excluded from this recurring process. They are generated as follows:

• Ad-hoc: Created immediately when an expense is recorded in the field, with invoices scanned and uploaded on-site.
• One-time: Generated on the scheduled date as specified in the configuration screen.

Use the links below to jump to the section you need help with:

• View and Edit Cost Entries
• Submit recurring cost entries
• Delete recurring cost entries

Note: Editing or deleting a cost entry is not allowed after it has been submitted for approval.

View and Edit Cost Entries

• Ensure you are on the 'My Requests' screen within the 'Recurring Cost' module of the project. If not:
  • Click the app launcher icon in the top-right and select "Finance"
  • Click 'Recurring cost' at the top and 'My Request' on the left

The 'My Request' screen opens with the recurring cost entries generated automatically for that payment period:

• To edit any value, double-click the cell and enter the new value.

Submit Recurring Cost Entries

• Open the recurring cost 'Config' screen as mentioned above
• Select the recurring cost entry by clicking the respective serial number.

• Use the 'Ctrl' or 'Shift' key on your keyboard to select multiple entries to submit at once.
• Click the 'Submit' button at the top.

The request is locked and sent for approval. 

Delete recurring cost entries

• Open the recurring cost 'Config' screen as mentioned above 
• Click the icon corresponding to the request entry to remove the entry.