Contents | Search

• Getting Started
  • InFocus Overview
  • Technical Specifications
• InFocus Foundations
  • InFocus User Interface
    • InFocus UI Basics
    • Standard Toolbar Options
    • Searching and Lookups
    • InFocus Navigator
    • Grids
    • Keyboard Shortcuts
  • 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
    • Common Tools/Processes
      • Batch Entries
      • Bookmarks
      • Passwords
        • How To
          • Change Passwords
          • Reset a User Password
          • Reset the Admin Password
      • Recurring Entries
      • Queries Applets
        • Query Designer
• InFocus Setup
  • Initial Setup
  • Application Setup
• InFocus Modules and Applets
  • Dashboard
    • My Dashboard
    • How to Setup your Dashboard
  • Accounts Payable
    • A/P Check Writing
      • A/P Check Writing Toolbar
      • Selections Tab
      • Results Tab
      • Post Tab
    • Credit Card Cash Posting
      • Credit Card Cash Posting Detail
    • Credit Card Reconciliation
      • Purchase Look-up Window
      • Credit Card Rec Header/Footer
      • Charges Tab
      • Missing Charges Tab
      • Employee Totals
    • Disbursement Journal
      • Disbursement Header
      • Disbursement Detail
    • E/R Check Writing
      • E/R Check Writing Toolbar
      • Selections Tab
      • Results Tab
      • Post Tab
    • Employee Reimbursables
      • Employee Reimbursables Header
      • Employee Reimbursables Detail
      • Expense Sheet Import
    • Form 1099
      • Form 1099 Toolbar
      • Form 1099 Loading Criteria
      • Form 1099 Print
    • Purchase Journal
      • Purchase Header
      • Purchase Detail
    • Vendor Queries
    • Vendors
      • Vendors Header
      • General Tab
      • Settings Tab
      • Addresses Tab
      • Contacts Tab
      • Recent Tab
      • AP History Tab
      • Notes Tab
      • Custom Fields (UDF) Tab
      • Documents Tab
  • Accounts Receivable
    • A/R Collections
    • Automated Invoicing
      • Selection Criteria Tab
      • Posting Accounts Tab
      • Invoices Tab
      • Invoice Archival Pop-up
    • Client Queries
    • Clients
      • Clients Header
      • General Tab
      • Addresses Tab
      • Billing Tab
      • Contacts Tab
      • Projects Tab
      • Opportunities Tab
      • Recent Tab
      • AR History Tab
      • Notes Tab
      • Warnings Tab
      • Documents Tab
      • Custom Fields (UDF) Tab
      • Invoice Groups
    • PA Bill Review
      • PA Bill Review Header
      • Filter Window
      • Transactions Tab
      • Fixed Fee Tab
      • Invoice Billing Adjustment pop-up
    • Receipt Journal
      • Receipt Header
      • Receipt Detail
      • Retainer Wizard
      • Client Invoice Wizard
    • Sales Journal
      • Sales Header
      • Sales Detail
    • Set Bill Status
  • Project Administration
    • Expense Codes
    • Expense Groups
    • Labor Codes
    • Labor Code Groups
    • Move Project Transactions
    • Post Earned Revenue
    • Profit Sharing
    • Projects
      • Projects Toolbar
      • General Tab
      • General Note Tab
      • Market Sectors Tab
      • Members Tab
      • Billing Tab
      • Multi-Currency Tab
      • Exp. | G/L Tab
      • Taxes and Surcharges Tab
      • Contacts Tab
      • Addresses Tab
      • Documents Tab
      • Recent Tab
      • Notes Tab
      • Custom Fields (UDF) Tab
      • Right-Click on Project Top Level
      • Right-Click on Project Sublevel
      • Right-Click on Project (In Edit Project Structure Mode)
      • Project Members Wizard
      • Project Level Labels
      • Revenue Recognition / Profit Centers
      • Roll-up Node
    • Rate Schedules
      • Rate Editor
    • Recalculate Markups
    • WBS Templates
  • Project Management
    • PM Bill Review
      • Header Section
      • Filter Window
      • Transaction Tab
      • Fixed Fee Tab
    • Project Central
      • Getting Started
      • Overview Tab
      • Bill Review Tab
      • Contract Tab
      • Budget Tab
      • Schedule Tab
      • Team Tab
      • Contacts Tab
      • Documents Tab
      • Addresses Tab
    • Project Planning
      • Project Planning Toolbar
      • Project Window
      • Allocations Window
      • Resource Schedule Window
      • Column Chooser
      • Project Rollups
      • Change Orders 
      • Project Plan Settings
      • Gantt
      • Planning Preferences
      • Earned Value
      • Scheduling By Percentage
      • Percent Complete History
      • Resource Schedule Auto Schedule
    • Project Queries
    • Resource Groups
    • Resource Scheduler
      • Resource Scheduler Detail
    • Work Orders
      • Work Orders Toolbar
      • Work Order Detail
  • Human Resources
    • Benefit Accrual
      • Benefit Accrual Detail
      • Benefit Accrual Setup
      • Accrual Schedule
      • Benefit Accrual Employee Benefit Override
    • Diluted Pay Rates
      • Calculate Diluted Rates Pop-up
    • Employee Queries
    • Employees
      • Employees Header
      • Employee Information Tab
      • General Note Tab
      • Pay History Tab
      • Job Titles Tab
      • Account/Rates Tab
      • Addresses Tab
      • Contacts Tab
      • Recent Tab
      • Documents Tab
      • EFT Setup Tab
      • Custom Fields (UDF) Tab
      • Timesheet Groups
      • Locations
    • Holiday Calendar
    • Job Titles
      • Properties tab
      • Employees Tab
    • Labor Distribution
    • Payroll Export
    • Recalculate Rates
    • Resource Projections
      • Resource Projections Detail
    • Time & Expense Templates
    • Timesheet Adjustments
      • Timesheet Adjustments Detail
  • Personal
    • Expense Sheets
      • Expense Sheet Toolbar
      • Expense Sheet Header
      • Expense Sheet Detail
    • My Work Orders
    • Snippet Manager
    • Time Sheets
      • Time Sheets Toolbar
      • Time Sheet Header
      • Time Sheet Detail
  • General Accounting
    • Accounting Periods
    • Bank Reconciliation
      • Bank Reconciliation Header
      • Disbursements Tab
      • Receipts Tab
      • Adjustments Tab
    • Chart of Accounts
      • Chart of Accounts Header
      • Properties Tab
      • Account Associations Tab
      • Balances Tab
      • Convert to Cash (Cash Based Conversion)
      • EFT Setup
    • Financial Statements
    • GL Budgets
    • General Journal
      • General Journal Toolbar
      • General Journal Header
      • General Journal Detail
    • MC Revaluations
    • Multi-Currency
      • Multi-Currency Detail
    • Organizational Units
      • Organizational Units Detail
      • Org Labels
  • Marketing
    • Activities
      • Activity Editor
    • Contact Queries
    • Contacts
      • Contacts Toolbar
      • General Tab
      • Personal Tab
      • Marketing Tab
      • Project Associations Tab
      • Employee Associations Tab
      • Notes Tab
      • System Info Tab
      • Custom Fields (UDF) Tab
      • Merge Contacts
      • Marketing Emails
    • Firm Queries
    • Firms
      • General Tab
      • Addresses Tab
      • Contacts Tab
      • Projects Tab
      • Marketing Lists Tab
      • Notes Tab
      • Documents Tab
      • System Info Tab
      • Custom Fields (UDF) Tab
    • Map Viewer
    • Marketing Lists
      • Marketing Lists Editor
    • Notes
    • Opportunities
      • General Tab
      • Internal Contacts Tab
      • Comment Tab
      • Addresses Tab
      • Contacts Tab
      • Marketing Lists Tab
      • Notes Tabs
      • System Info Tab
      • Custom Fields (UDF) Tab
    • Opportunity Queries
  • Utilities
    • Comment Templates
    • Custom Reports
      • Custom Reports Toolbar
      • Settings Tab
      • Sections/Steps Tab
      • Sub-Reports Tab
      • Drill-Downs Tab
      • Permissions Tab
      • Modules/Applets Tab
      • Report Builder
        • Datasets
        • Fields
        • Calculated Fields
        • Sorts
        • Filters & Prompts
        • Template
        • Settings
        • Groups
        • Table Layout
        • Finish
        • Save & Install
        • Report Builder Tutorials
    • Dashboard Groups
      • Dashboard Groups Toolbar
      • Widgets Tab
      • Queries Tab
      • Alerts Tab
      • Tiles Tab
      • Gridgets Tab
      • My Project Columns Tab
    • Document Manager
      • Document Types Tab
      • Documents Tab
    • EFT Files
    • End of Year Closing
    • Exchange Synchronization
    • Financial Statement Designer
      • Financial Statement Designer Header
      • Lines Tab
        • Modify Sector Button
        • Modify Ranges Button
      • Columns Tab
        • Modify Org Units Button
      • Dataset
    • Import Tools
      • Import Tools Header
      • General Tab
      • Custom Query Tab
      • Field Mapping Tab
      • Review Tab
      • Summary Tab
    • Invoice Design
      • Invoice Design Toolbar
      • Invoice Designs Tab
      • Section Designs Tab
        • Header Section
        • Labor Section
        • ODC Section
        • OCC Section
        • Combination Section
        • SQL Query Section
        • Summary Section
        • Statement Section
        • Border Section
        • Taxes Section
        • Coversheet Section
        • Invoice Filters
        • Invoice Sections Descriptions
      • Section Features Tab
    • Invoice Posting Groups
    • Layout Manager
      • Layout Manager Detail
    • Map Queries
    • Marketplace Purchases
      • Marketplace Purchases Detail
    • Navigator Queries
    • OH Allocation Scripts
      • Step Properties
    • Overhead Allocation
      • Overhead Allocation Pop-up
    • PM Report Designer
      • PM Report Interface
      • Report Details Tab
      • Layout Tab
      • Columns Tab
      • Aggregates
      • Non-Aggregates
      • Permissions Tab
      • Multi-Currency Tab
      • Filters Tab
      • Settings Tab
      • Team Leaders Tab
      • UDF Tab
      • Edit Prompt Defaults Button
    • Project History
      • New Entry Tab
      • History Tab
    • Rate Tester
    • Report Management
    • InFocus Report Builder
    • SQL Query
    • SQL Watcher
    • Updates
  • Administration
    • Database Backups
    • Global Settings
      • General Tab
      • A/R Tab
      • A/P Tab
      • Invoicing Tab
      • Time and Expense Tab
      • Currency Tab
      • Labels Tab
      • Project Admin Tab
      • Taxes and Surcharges Tab
      • Auto Codes Tab
      • Document Management Tab
      • Multi-Company_Tab
      • Offices Tab
      • Revenue Posting Accounts Tab
      • Labor Distribution Tab
      • Revenue Recognition Tab
      • SMTP Relay Servers Tab
      • Mapping Tab
      • UDF Tab
      • Miscellaneous Tab
    • List Management
      • List Management User Lists
    • Permissions
      • Users Tab
      • Groups Tab
      • Permission Editor (Pop-up)
        • General Tab
        • Members (of) Tab
        • User/Group Permissions Tab
        • 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
    • Project Roles
    • UDF Designer
      • UDF Lists Tab
      • UDF Fields Tab
    • User Sessions
• InFocus System Reports
  • Custom Reports
    • Custom Report Descriptions (System)
    • Action Descriptions (System)
    • Data Grids (System)
    • Warnings (System)
  • Project Management Reports
    • PM Reports
  • Report Management Reports
    • A/P Reports
      • AP Reports
      • Disbursement Journal Report
      • ER Reports
      • Employee Reimbursables Report
      • Purchase Journal Report
    • A/R Reports
      • A/R Reports
      • Receipt Journal Report
      • Sales Journal Report
      • Linked Transactions
      • Pre-Bill Report
    • Human Resources Reports
      • Cross Charge Reports
      • Time Transactions (Dollars)
      • Time Transactions (Hours)
      • Utilization Reports (Dollars)
      • Utilization Reports (Hours)
    • General Accounting Reports
      • Balance Sheets
      • General Journal Report
      • General Ledger Reports
      • Income Statements
      • Trial Balance Reports
    • Utilities Reports
      • Data Dictionary
    • Miscellaneous Report Management Reports
  • Financial Statements
    • Financial Statement Designer Statements
• InFocus Tutorials
  • Tutorials by Module
    • Dashboard
    • Accounts Payable
    • Accounts Receivable
    • Project Administration
    • Project Management
    • Human Resources
    • Personal
    • General Accounting
      • Accounting Periods How To
        • Create  a New Fiscal Year
        • Remove a Fiscal Year
        • Modify Periods
        • Close a Period
      • Bank Rec How To
        • Reconcile Your Account
        • First Time doing a Bank Rec.
        • Bank Rec. Balance is off
      • Chart of Accounts How To
        • 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 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
      • Org Units How To
        • Add an Org Unit
        • Establish Org Levels
        • Move, Copy, and Delete an Org Unit
    • Marketing
      • Create a Opportunity Query
      • Run a Opportunity Query
      • Create a New Opportunity
      • Review Notes
      • Enter a Note
      • Customize Display Columns
      • Create a Firms Query
      • Run a Firms Query
      • Create a Contacts Query
      • Run a Contacts Query
      • Enter an Activity
    • Utilities
      • Download a PM Report
      • Upload a PM Report
      • Copy a PM Report Layout
      • Create an Invoice
      • Download an Invoice Section
      • Upload an Invoice Section
      • Copy a System Invoice
      • Copy an Invoice Section
      • Understand Report Parameters
      • Understand Invoice Processing
      • Create a New Import
      • Download a Report
      • Upload a Report
      • Copy a Layout
      • Add Sample Financial Statements
      • Create a Document Type
      • How to Setup a Dashboard Group
      • How to Manage Infosets for Widgets
      • Editing an EFT
      • Download a Report
      • Upload a Report
      • Copy a Layout
      •  New Custom Report
      • Add Report Parameters to Custom Reports
      • Create a Comment Template
    • Administration
      • Create Groups and Users
      • Create Groups and Users_2
      • Create an UDF
      • Create a Project Role
      • Manage User Lists
  • 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
• InFocus Advanced
  • Actions
    • Getting Started
  • Data Views
  • Labor Distribution
    • Using Compensation Time
    • Clearing and Variance Accounts
    • Use G/L Account derivation
  • Multi-Company Tab
  • Multi-Currency
    • Getting Started
    • Administration
    • General Accounting
    • Project Administration
    • Human Resources
  • Organizational Units
  • Overhead Allocation
  • Profit Sharing
  • Revenue Recognition
• InFocus Mobile