Submitting an entry is an indication that the entry is complete and you are ready for the billing department to bill that entry. If an entry that has been submitted needs changes, then you may recall the entry for further editing.
Submitting a Single Entry
Editor View
- Make sure all required fields on the entry have been supplied.
- Click the Submit Entry button, which is the green arrow button shown on the top-left side of the form:
Grid view
- Select the item by clicking in the blue area to the left of the row.
- Right-click in the blue area to the left of the row and select Submit Entries from the drop-down menu.
Submitting Multiple Entries
Sequential entries
- In the Grid View, click the row (in the blue area to the left of the row) to select the row of the first item.
- Holding the Shift button, click the row (in the blue area to the left of the row) to select the row of the last item. This will cause the system to select the first item, the last item and all items in between.
- Right-click in the blue area to the left of the rows and select Submit Entries from the drop-down menu.
Non-sequential entries
- In the Grid View, click the row (in the blue area to the left of the row) to select the row of the first item.
- Holding the Ctrl key, click the row (in the blue area to the left of the row) to select the row of each item that you would like to submit.
- Right-click in the blue area to the left of the row and select Submit Entries from the drop-down menu.
To Recall a Submitted Entry
Once you have submitted an entry, it may be recalled for further editing as long as it has not been posted for billing. To recall an entry:
- Find the entry in the Grid view.
- Right-click the entry and select Recall from the drop-down menu.
- The entry will be recalled and the Owner of the entry will be the user who recalled the entry.
- This places the entry back to Draft status where it can be edited. At this point the entry will have to go through the submission process again to be billed.