Contents | Search

• Getting Started
  • InFocus Overview
  • Technical Specifications
    • InFocus Technical Considerations - White Paper
• InFocus Foundations
  • InFocus User Interface
    • InFocus UI Basics
    • Searching and Lookups
    • InFocus Navigator
    • Grids
    • Keyboard Shortcuts
    • InFocus Mobile
  • Key Concepts and Terms
    • Glossary
    • Organizational Structure
    • COA Metrics and PM Types
    • Firms
    • Project Nodes
    • Project WBS Structure
    • Journal Transactions
    • InFocus Processes
    • SQL Data Views
    • InFocus Report Design
• InFocus Setup
  • Initial Setup
  • Application Setup
• InFocus Modules and Applets
  • Dashboard
    • My Dashboard
    • How to Setup your Dashboard
  • Accounts Payable
    • Credit Card Reconciliation
    • Credit Card Cash Posting
    • A/P Check Writing
      • Toolbar
      • Selections Tab
      • Results Tab
      • Post Tab
      • How To
        • Write an AP Check
        • Video Tutorial
    • Disbursement Journal
      • Disbursement Header
      • Disbursement Detail
      • Disbursement Jounral Toolbar
      • Disbursement Journal Report
      • How To
        • Copy a Transaction
        • Delete a Transaction
        • Bookmarking a Transaction_2_2
        • Void a Transaction
        • Change Period For Current Revision_2
        • Batch Entries
        • Show Unposted Entries
        • Changing Grid Display
        • Print a Manual Check
        • Write one check for different GL Accts
        • Credit a client an overcharge
    • E/R Check Writing
      • Selections Tab
      • Results Tab
      • Post Tab
      • Toolbar
      • How To
        • Write an E/R Check
    • Employee Reimbursables
      • Header Section
      • Detail Section
      • Employee Reimbursables Toolbar
      • Employee Reimbursables Report
      • How To
        • Convert Expense Sheets To Journal Entries
        • Void a Transaction
        • Copy a Transaction
        • Add Batch Entries
        • Make Recurring Entries
        • Delete a Transaction
        • Bookmark a Transaction
        • Change Period For Current Revision
        • Show Unposted Entries
        • Change Grid Display
    • Form 1099
      • Form 1099 Toolbar
      • How To
        • Fill out the 1099 Form
        • Enter Tax ID No.
    • Purchase Journal
      • Header
      • Detail Section
      • Purchase Journal Toolbar
      • Purchase Journal Report
      • How To
        • Void a Transaction
        • Make Recurring Entries
        • Copy a Transaction
        • Use Batch Entries
        • Delete a Transaction
        • Bookmark a Transaction
        • Change Period For Current Revision
        • Show Unposted Entries
        • Change Grid Display
        • Change A/P Account
    • Vendor Queries
      • Definition Tab
      • Input Tab
      • Output Tab
      • Toolbar
      • How To
        • Create a Vendor Query
        • Run a Vendor Query
    • Vendors
      • Header
      • General Tab
      • Settings Tab
      • Addresses Tab
      • Contacts Tab
      • Recent Tab
      • AP History Tab
      • Notes Tab
      • Custom Fields Tab
      • Toolbar
      • How To
        • Create a UDF
    • Reports
      • AP Reports
      • Disbursement Journal Reports
      • ER Reports
      • Employee Reimbursable Journal Report
      • Pay When Paid Report
      • Purchase Journal Report
  • Accounts Receivable
    • A/R Collections
      • How To
        • Use the A/R Collections Utility
    • Automated Invoicing
      • Selection Criteria Tab
      • Posting Accounts Tab
      • Invoices Tab
      • Automated Invoicing Toolbar
      • How To
        • Generate an Invoice
        • Archive an Invoice
    • Client Queries
      • Definition Tab
      • Input Tab
      • Output Tab
      • Toolbar
      • How To
        • Create a Query
        • Run a query
    • Clients
      • Header
      • General Tab
      • Addresses Tab
      • Billing Tab
      • Contacts Tab
      • Projects Tab
      • Opportunities Tab
      • Recent Tab
      • AR History Tab
      • Notes Tab
      • Warnings Tab
      • Document Management Tab
      • Custom Fields Tab
      • Invoice Groups
      • How To
        • Use the UDF Designer
        • Add/Remove a Client
        • Add/Remove a Contact
        • Create an Invoice Group
        • Enter Next Invoice Number.
    • PA Bill Review
      • Header Section
      • Filter Section
      • Transactions Tab
      • Fixed Fee Tab
      • PA Bill Review Toolbar
      • How To
        • Make Adjustments
        • View an Invoice from PA Bill Review
        • How long do the comments and checked boxes last from the PM?
    • Receipt Journal
      • Header Section
      • Detail Section
      • Receipt Journal Toolbar
      • Receipt Journal Report
      • How To
        • Void a Transaction
        • Copy a Transaction
        • Use Batch Entries
        • Delete a Transaction
        • Bookmark a Transaction
        • Change Period For Current Revision
        • Show Unposted Entries
        • Change Grid Display
        • Add a Retainer using the Retainer Wizard
    • Sales Journal
      • Header
      • Detail Section
      • Sales Journal Toolbar
      • Sales Journal Report
      • How To
        • Void a Transaction
        • Copy a Transaction
        • Use Batch Entries
        • Recurring Entries
        • Delete a Transaction
        • Bookmark a Transaction
        • Change Period For Current Revision
        • Show Unposted Entries
        • Change Grid Display
        • Change A/R Account
    • Set Bill Status
      • Set the Bill Status for a project
    • Reports
      • A/R Reports
      • Receipt Journal Report
      • Sales Journal Report
      • Bill Review Report
      • Pre-Bill Report
      • Linked Transactions
  • Project Administration
    • Expense Groups
      • Expense Codes Tab
      • Expense Groups Tab
      • How To
        • Add a New Expense Group
        • Add a New Expense Code
    • Labor Code Groups
    • Labor Codes
      • How To
        • Add a New Labor Code
    • Move Project Transactions
      • How To
        • Move Transactions From One Project To Another.
    • Post Earned Revenue
    • Profit Sharing
    • Projects
      • General Tab
      • Members Tab
      • Billing Tab
      • Exp. | G/L Tab
      • Taxes and Surcharges Tab
      • Notes Tab
      • Contacts Tab
      • Addresses Tab
      • Recent Tab
      • Custom Fields Tab
      • Toolbar
      • Right-Click on Project (Not in Edit Project Structure Mode)
      • Right-Click on Project (In Edit Project Structure Mode)
      • Right-Click on Sublevel (Not in Edit Mode)
      • How To
        • Create a Project
        • Establish Charge Levels
        • Add WBS Template
        • Apply Contract Caps and Fixed Fees
        • Adjust Allowable Date Ranges for Time & Expense
        • Apply rate schedules
        • Use Profit Centers
        • Add a  Roll-up Node
        • Remove a Project from a Roll-up Node
        • Attach a project to an Existing a Roll up Node
        • Create a Template from an existing project
        • Create New Project from Template
        • Rename or Recode a Node
        • Remove a Node
        • Assign Alternate Job Titles
        • Create and Use a Tax/Surcharge
        • Create a UDF
        • Add/Edit an Address
        • Use Revenue Recognition / Profit Centers
        • Set Expense Markups on a Project
    • Rate Schedules
      • How To
        • Add a Rate Schedule
        • Copy A Rate Schedule
        • Use Date Revisioning on a Rate Schedule
        • How Rates Lock-In
    • Recalculate Markups
      • How To
        • Recalculate Markups
    • WBS Templates
      • How To
        • Add a WBS Template
        • Edit a WBS Template
        • Add a Child Node
        • Delete a Node
  • Project Management
    • PM Bill Review
      • Transaction Tab
      • Fixed Fee Tab
      • PM Bill Review Toolbar
    • Project Central
      • Getting Started
      • Toolbar
      • Overview Tab
      • Bill Review Tab
      • Contract Tab
      • Budget Tab
      • Schedule Tab
      • Team Tab
      • Contacts Tab
      • Documents Tab
      • Addresses Tab
      • How To
        • How to use Fields and Formulas
        • How to Configure Charts
    • Project Planning
      • Toolbar
        • Earned Value
        • Preferences
        • Gantt
      • Project Window
        • Column Chooser
        • Project Plan Settings
        • Project Rollups
        • Change Orders
      • Allocations Window
      • Resource Schedule
        • Scheduling an Employee by Percentage
      • How To
        • Auto fill Resources for Scheduling
        • Create a New Plan
        • Modify the WBS of a Plan.
        • Roll Up Figures of a Plan
        • Using the Column Choose
        • Adding Change Orders
        • Copy and Paste of Schedules & Allocations
    • Project Queries
      • Definitions Tab
      • Input Tab
      • Output Tab
      • Toolbar
      • How To
        • Create a Query
        • Run a Query
    • Resource Groups
      • Create a Resource Group
    • Resource Scheduler
    • Work Orders
      • Work Order Detail
      • How To
        • Create a New Work Order
    • Reports
      • PM Reports
  • Human Resources
    • Benefit Accrual
      • Accrual Schedule
      • Toolbar
      • How To
        • Run Accruals
        • Add a New Project to Benefit Accrual
    • Diluted Pay Rates
      • Toolbar
      • How To
        • Calculate Diluted Rates
    • Employee Queries
      • Definitions Tab
      • Input Tab
      • Output Tab
      • Toolbar
      • How To
        • Create a Query
        • Run a Query
    • Employees
      • Header
      • Company Tab
      • Pay History Tab
      • Job Titles Tab
      • Account/Rates Tab
      • Addresses Tab
      • EFT Setup
      • Recent Tab
      • Custom Fields Tab
      • Toolbar
        • UDF Designer
        • Timesheet Groups
        • Locations
      • How To
        • Create Timesheet Groups
        • Create An Employee
    • Holiday Calendar
    • Job Titles
      • Properties tab
      • Employees Tab
      • How To
        • Create Job Titles
    • Labor Distribution
      • How To
        • Use G/L Account derivation
        • Use Clearing and Variance Accounts
        • Use Compensation Time
        • Use Prior Pay Periods
        • Run the Utility
    • Payroll Export
      • Export Payroll
    • Recalculate Rates
      • How To
        • Recalculate Labor Rates
    • Resource Projections
    • Time & Expense Templates
    • Timesheet Adjustments
      • How To
        • Adjust a timesheet
        • Reject a Timesheet
    • Reports
      • Cross Charge Reports
      • Time Transactions (Dollars)
      • Time Transactions (Hours)
      • Utilization Reports (Dollars)
      • Utilization Reports (Hours)
  • Personal
    • Expense Sheets
      • How To
        • Enter an Expense Sheet
        • Submit an Expense Sheet
        • Use Manager Approval or Rejection of an Expense Sheet
        • Delete an Expense Sheet
    • My Work Orders
      • Understanding My Work Orders
      • How To
        • Enter time against a work order
        • Print Out a Work Order
    • Snippet Manager
    • Timesheets
      • Timesheets Toolbar
      • How To
        • Enter a Timesheet
        • Submit a Timesheet
        • Use Manager Approval or Rejection of a Timesheet
        • Use Accounting Rejection of a Timesheet
        • Create a Coverage Period for a group
        • Create a Coverage period for an Individual
        • Modify a Coverage Period
        • Delete a Timesheet
        • Enter a Timesheet for Another User
        • Copy a Timesheet
        • Enter a Comment on a Timesheet
        • Enter Overtime on a Timesheet
  • General Accounting
    • Accounting Periods
      • How To
        • Create  a New Fiscal Year
        • Remove a Fiscal Year
        • Modify Periods
        • Close a Period
    • Bank Reconciliation
      • Header
      • Disbursements Tab
      • Receipts Tab
      • Adjustments Tab
      • How To
        • Reconcile Your Account
        • First Time doing a Bank Rec.
        • Bank Rec. Balance is off
    • Chart of Accounts
      • Chart of Accounts Header
      • Properties Tab
      • Account Associations Tab
        • Setup EFT
      • Balances Tab
      • Toolbar
      • How To
        • Use Cash Basis Conversion
        • Create a new Account
    • Financial Statements
      • How To
        • Add Sample Financial Statements_2
    • GL Budgets
      • How To
        • Copy a Fiscal Year
        • Delete a Fiscal Year
        • Where I can input annual budget amounts?
    • General Journal
      • Header Section
      • Detail Section
      • General Journal Toolbar
      • General Journal Report
      • How To
        • Use Recurring Entries
        • Delete a Transaction
        • Bookmark a Transaction
        • Change Period For Current Revision
        • Show Unposted Entries
        • Change Grid Display
        • Historical Fixed Fee Billed Not Correct
    • Organizational Units
      • How To
        • Add an Org Unit
        • Establish Org Levels
        • Move, Copy, and Delete an Org Unit
    • Reports
      • Balance Sheets
      • General Journal Reports
      • General Ledger Reports
      • Income Statements
      • Trial Balance Reports
  • Marketing
    • Activities
      • How To
        • Enter an Activity
    • Contact Queries
      • Definition Tab
      • Input Tab
      • Output Tab
      • Toolbar
      • How To
        • Create a Contacts Query
        • Run a Contacts Query
    • Contacts
      • General tab
      • Personal Tab
      • Project Associations Tab
      • Notes Tab
      • UDF Designer
    • Firm Queries
      • Definition Tab
      • Input Tab
      • Output Tab
      • Toolbar
      • How To
        • Create a Firms Query
        • Run a Firms Query
    • Firms
      • General Tab
      • Addresses Tab
      • Contacts Tab
      • Notes Tab
      • UDF Tab
      • How To
        • Enter a Note
        • Customize Display Columns
    • Map Viewer
    • Marketing Lists
      • Marketing Lists Pop Up
    • Notes
      • How To
        • Review Notes
    • Opportunities
      • General Tab
      • Addresses Tab
      • Contacts Tab
      • UDF Tab
      • How To
        • Create a New Opportunity
    • Opportunity Queries
      • Definition Tab
      • Input Tab
      • Output Tab
      • Toolbar
      • How To
        • Create a Opportunity Query
        • Run a Opportunity Query
  • Utilities
    • Comment Templates
      • How To
        • Create a Comment Template
    • Custom Reports
      • Toolbar
      • Settings Tab
      • Sections/Steps
      • Sub-Reports
      • Drill-Downs
      • Permissions
      • Modules/Applets
      • Report Builder
        • Datasets
        • Fields
        • Calculated Fields
        • Sorts
        • Filters & Prompts
        • Template
        • Settings
        • Groups
        • Table Layout
        • Finish
        • Save & Install
        • Report Builder Tutorials
      • Report Types
        • Custom Report Descriptions (System)
        • Action Descriptions (System)
        • Data Grids (System)
        • Warnings (System)
      • How To
        • Download a Report
        • Upload a Report
        • Copy a Layout
        • Create a New Custom Report
        • Add Report Parameters to Custom Reports
    • EFT Files
      • Editing an EFT
    • Dashboard Groups
      • Widgets Tab
      • Queries Tab
      • Alerts Tab
      • Tiles Tab
      • Gridgets Tab
      • My Project Columns Tab
      • How To
        • How to Setup a Dashboard Group
        • How to Manage Infosets for Widgets
    • Document Manager
      • Document Types Tab
      • Documents Tab (Applets that use Doc. Mgmt.)
      • How To
        • Create a Document Type
    • End of Year Closing
    • Exchange Synchronization
    • Financial Statement Designer
      • Header
      • Lines Tab
        • Modify Sector Button
        • Modify Ranges Button
      • Columns Tab
        • Modify Org Units Button
      • Dataset
      • How To
        • Download a Report
        • Upload a Report
        • Copy a Layout
        • Add Sample Financial Statements
    • Import Tools
      • Header
      • General Tab
      • Field Mapping Tab
      • Review Tab
      • Summary Tab
      • How To
        • Create a New Import
    • Invoice Design
      • Invoice Designs Tab
      • Section Designs Tab
      • Section Features Tab
      • Invoice Sections
        • Header Section
        • Border Section
        • Labor Section
        • ODC Section
        • OCC Section
        • Combination Section
        • SQL Query
        • Summary Section
        • Statement Section
        • Taxes
        • Coversheet Section
      • Toolbar
        • Invoice Sections Descriptions
      • How To
        • Create an Invoice
        • Download an Invoice Section
        • Upload an Invoice Section
        • Copy a System Invoice
        • Copy an Invoice Section
        • Use Invoice Filters
        • Understand Report Parameters
        • Understand Invoice Processing
    • Layout Manager
    • Map Queries
    • Invoice Posting Groups
    • Overhead Allocation
      • How To
        • Use Automated Overhead Allocation
    • PM Report Designer
      • PM Report Interface
      • Report Details Tab
      • Layout Tab
      • Columns Tab
      • Permissions Tab
      • Aggregates
      • Non-Aggregates
      • Edit Prompt Defaults
      • Filters Tab
      • Settings Tab
      • Team Leaders Tab
      • UDF Tab
      • How To
        • Download a PM Report
        • Upload a PM Report
        • Copy a PM Report Layout
    • Project History
      • New Entry Tab
      • History Tab
    • Rate Tester
    • Report Management
    • SQL Query
    • SQL Watcher
    • Updates
    • Reports
      • Data Dictionary
  • Administration
    • Database Backups
    • Global Settings
      • General Tab
      • Offices Tab
      • Currency Tab
      • A/R Tab
      • A/P Tab
      • Invoicing Tab
      • Revenue Posting Accounts
      • Labor Distribution Tab
      • Project Admin Tab
      • Revenue Recognition Tab
      • SMTP Relay Servers
      • Mapping Tab
      • Time and Expense Tab
      • Labels
      • Taxes and Surcharges Tab
      • Auto Codes
      • Document Management Tab
      • Multi-Company Tab
        • Inter-company Transfers
      • UDF Tab
      • Miscellaneous Tab
    • List Management
      • How To
        • Manage User Lists
    • Permissions
      • Users Main Tab
        • General Tab
        • Members Of Tab
        • User Permissions Tab
        • How To
          • Create Groups and Users_2
      • Groups Main Tab
        • General Tab
        • Members Tab
        • Group Permissions
        • How To
          • Create Groups and Users
      • Special Rights
        • A/R Collections
        • Disbursements Journal
        • Employee Reimbursables
        • Purchase Journal
        • Vendor Queries
        • Vendors
        • Automated Invoicing
        • Client Queries
        • Clients
        • PA Bill Review
        • Receipts Journal
        • Sales Journal
        • Projects
        • Project Central
        • Dashboard Groups
        • PM Bill Review
        • PM Reports
        • Project Planning
        • Project Queries
        • Work Orders
        • Employee Queries
        • Employees
        • Timesheet Adjustments
        • Expense Sheets
        • My Work Orders
        • Time Sheets
        • Bank Reconciliation
        • Chart Of Accounts
        • General Journal
        • Organizational Units
        • Contacts
        • Rate Tester
        • Report Management
      • Passwords
        • How To
          • Change Passwords
          • Reset a User Password
          • Reset the Admin Password
    • Project Roles
      • How to
        • Create a Project Role
    • UDF Designer
      • UDF Fields Tab
      • UDF Lists Tab
      • How To
        • Create an UDF
• InFocus Tutorials
  • Tutorials by Module
    • Dashboard
    • Accounts Payable
    • Accounts Receivable
    • Project Administration
    • Project Management
    • Human Resources
    • Personal
    • General Accounting
    • Marketing
    • Utilities
    • Administration
  • Common Accounting Tutorials
    • Applying/Posting a Retainer
    • Applying Retainage to a Project
    • How Dates are Analyzed in Automated Invoicing and PA Bill Review
    • Expense Code Markups (Hierarchy of Processing)
    • How Labor Rates Lock-In
    • Write off a Bad Debt
    • Change Billed to Date w/o affecting A/R or the GL
    • Issue a Credit Invoice
    • Apply Over-Payments
    • Manually Setting Up Historical Amounts (Received to Date)
    • Write off an Expense
    • Cancel transaction in another month
    • Enter an Electronic Transfer
    • Transfer Funds Between Banks
    • In-House Expenses (Determining How to Handle)
      • Entering In-House Expenses
  • Reporting Overview
• InFocus Advanced
  • Actions
    • Getting Started
  • Data Views
  • Master File Queries
    • Definition Tab
    • Input Tab
    • Output Tab
    • Running a query
  • Multi-Currency
    • Getting Started
    • Administration
    • General Accounting
    • Project Administration
    • Human Resources
  • InFocus Report Builder