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
    • Dashboard Applet
    • Classic Dashboard
      • Moving Parts
      • Permissions
      • Data Source Setup
      • Dashboard Widgets/Queries
      • Distributing Classic Dashboards
      • How to Setup your Dashboard
    • Analytic Dashboards
      • Moving Parts
      • Permissions Setup
      • Data Source Setup
      • Analytic Models Setup
      • Analytic Dashboard Designer
      • Analytic Dashboards
      • Distributing Analytic Dashboards
      • Analytic Dashboards - White Paper
  • 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
      • Warnings Comment Tab
      • Purchasing Tab
  • Accounts Receivable
    • A/R Collections
    • Automated Invoicing
      • Selection Criteria Tab
      • Posting Accounts Tab
      • Invoices Tab
      • Invoice Printing & Exporting
      • Invoice Post & Archive
      • Emailing Invoices
    • 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
    • Process Templates
      • Stages Tab
      • Roles Tab
      • Tags Tab
      • Custom Fields Tab
      • Create Permissions Tab
    • Project Central
      • Getting Started
      • Overview Tab
        • PC Analytic Dashboard Setup
      • 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 Filters (Left Pane)
      • Work Orders Grid View
      • Work Orders Card View
      • Work Order Detail (Right Pane)
  • Purchasing
    • Overview
    • Getting Started with Purchasing
      • Setup
        • Global Settings
        • Permissions
        • List Management
      • Key Concepts
        • Purchasing Workflow
        • Line Item Management
        • Purchase Order Approvals
        • Purchase Order Statuses
        • Ship To Addresses
        • Vendors
        • Employees (Requested By)
        • Delegates
        • Pre-Billing
        • Purchase Journal
    • Items
    • My Purchase Orders
    • Purchase Order Management
    • Purchase Orders
    • Receipt of Goods
    • Purchasing Tools
      • Add From Purchase Order
      • Add From Purchase Order (Purchase Journal)
      • Issue Purchase Order
      • Convert To Purchase Journal
      • Convert To Purchase Journal (Pre-Bills)
      • Link PO
    • Reference
      • Filters Index
      • Columns Index
  • Human Resources
    • Benefit Accrual
      • Getting Started with Benefit Accrual
      • Benefit Accrual Setup
      • Benefit Accrual Detail
      • Accrual Schedule
      • Benefit Accrual Employee Benefit Override
    • Diluted Pay Rates
      • Calculate Diluted Rates Pop-up
    • Employee Queries
    • Employees
      • Employees Header
      • Timesheet Groups
      • Locations
      • 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
      • Purchasing Tab
      • Delegates Tab
      • Custom Fields (UDF) Tab
    • 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
    • Approver
      • Overview
      • Getting Started With Approvals
        • Setup
          • Permissions
          • Global Settings
        • Key Concepts
          • Approvers Workflow
          • Defining Approvers
          • Line-Item Approval
      • Time Sheets Tab
      • Time Sheet Lines Tab
      • Expense Sheets Tab
      • Expense Sheet Lines Tab
      • Reference
        • Filters Index
        • Column Index
    • 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
      • FS Groups 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
    • Procurement End of Month
  • 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
    • Analytic Dashboard Designer
      • Designer Layout
        • Designer Toolbar
        • Data Browser/Pane
        • Dashboard Surface
      • Data Shaping and Formatting
        • Summarization
        • Calculations
        • Formats
        • Conditional Formatting
      • Dashboard Interactivity
        • Master Filters
        • Drill Down
        • Target Dimensions
      • Dashboard Design Items
        • Pivots
        • Grids
        • Charts
        • Scatter Charts
        • Pies
        • Gauges
        • Cards
        • Cloropleth Maps
        • Geo Point Maps
        • Range Filters
        • Filter Elements
        • Images
        • Text Boxes
        • Groups
        • Treemaps
      • Adding Data Sources (Advanced)
        • Using External Data Sources
        • Using Custom Data Sources
        • Edit/Deleting Data Sources
        • Multiple Data Sources
      • Creating an Analytic Dashboard
    • Analytic Dashboards
    • Comment Templates
    • Custom Reports
      • Custom Reports Toolbar
      • Settings Tab
      • Sections/Steps Tab
      • Sub-Reports Tab
      • Drill-Downs Tab
      • Permissions Tab
      • Modules/Applets Tab
    • Dashboard Groups
      • Dashboard Groups Toolbar
      • Widgets Tab
      • Queries Tab
      • Alerts Tab
      • Tiles Tab
      • Gridgets Tab
      • My Project Columns Tab
      • Analytic Dashboards Tab
      • Employees Tab
      • Configure Dashboards
    • Dashboard Queries Manager
      • Alerts
      • Analytic Models
        • Variables List
      • Chart Queries
      • Gridgets
      • Tiles
    • Document Manager
      • Moving Parts
      • Permissions Setup
      • Server Configuration (Self-Hosted)
      • Configuring Document Types
      • How to Upload a Document to InFocus
      • Document Manager - Applet
      • Documents Dialog
    • EFT Files
    • End of Year Closing
    • Exchange Synchronization
    • Financial Statement Designer
      • Designer Layout
        • FS Designer Toolbar
        • FS Designer Header
        • Lines Tab
        • Columns Tab
        • Permissions Tab
      • Modify Options (Buttons)
        • Modify Sectors
        • Modify Filter Ranges
        • Modify Org Units
      • Creating a new Financial Statement
      • FS Dataset (Advanced)
    • 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
    • Item Scripter
    • Layout Manager
      • Layout Manager Detail
    • Map Queries
    • Marketplace Purchases
      • Marketplace Purchases Seup
      • Installing Marketplace Items
      • Managing Marketplace Items
    • Messages Manager
    • 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 Builder
      • Datasets
      • Fields
      • Calculated Fields
      • Sorts
      • Filters & Prompts
      • Template
      • Settings
      • Groups
      • Table Layout
      • Finish
      • Save & Install
      • Report Builder Tutorials
    • Report Management
    • InFocus Report Builder
    • SQL Query
      • SQL Query Developer Tools
    • SQL Watcher
    • Updates
    • Query Builder (Beta)
      • Building a SQL Query
      • Building an Analytic Model (Query Builder)
  • Administration
    • API Management
      • Overview
      • Getting Started with the InFocus API
        • Database Requirements
        • Setup and Permissions
        • API Framework Reference
        • API Authentication and Security
        • API Conventions
      • API Management Applet
    • Database Backups
    • Event Manager
    • Global Settings
      • General Tab
      • A/R Tab
      • A/P Tab
      • Invoicing Tab
      • Time and Expense Tab
      • Global Settings Electronic Signature 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 / Webhook Relay Servers Tab
      • External Data Sources Tab
      • Mapping Tab
      • Global Variables Tab
      • UDF Tab
      • Miscellaneous Tab
      • Purchasing Tab
    • InFocus Jobs
      • InFocus Jobs Server Setup (Self-Hosted)
    • List Management
      • List Management User Lists
    • Permissions
      • Users Tab
      • Groups Tab
      • Permission Editor (Pop-up)
        • General Tab
        • Members (of) Tab
        • User/Group Permissions Tab
        • Impersonate Tab
        • Special Rights
          • Activities
          • A/R Collections
          • Approver
          • Automated Invoicing
          • Bank Reconciliation
          • Chart Of Accounts
          • Clients
          • Client Queries
          • Contacts
          • Dashboard Groups
          • Disbursements Journal
          • Employees
          • Employee Reimbursables
          • Employee Queries
          • Expense Sheets
          • General Journal
          • My Work Orders
          • Organizational Units
          • PA Bill Review
          • PM Bill Review
          • PM Reports
          • Projects
          • Project Central
          • Project Planning
          • Project Queries
          • Purchasing Special Rights
          • Purchase Journal
          • Rate Tester
          • Receipts Journal
          • Report Management
          • Sales Journal
          • Time Sheets
          • Timesheet Adjustments
          • Vendors
          • Vendor Queries
          • Work Orders
    • Project Roles
    • UDF Designer
      • UDF Lists Tab
      • UDF Fields Tab
    • UDF Table Designer
    • User Sessions
• InFocus System Reports
  • Custom Reports
    • Custom Report Descriptions (System)
      • Account Inquiry By Date
      • Account Project Inquiry By Date
      • Accounting Timesheet
      • Accounts Payable By Project
      • Accounts Payable Check Batch Report
      • Aged Wip
      • Balance Sheet (Rolling 12 Month)
      • Balance Sheet with drill-down
      • Bank Register By Date
      • Benefit Accrual Status
      • Bill Review
      • Bill Review Batch
      • Billing Status
      • Billings
      • Billings By State
      • Budget Backlog
      • Cash Requirements
      • Change Orders
      • Change Transaction Period Utility
      • Charge Organization Analysis
      • Clients
      • Client Inquiry
      • Client Pay Performance
      • Consultant Tracking By Project then Sales Invoice
      • Consultant Tracking By Project then Vendor
      • Consultant Tracking By Vendor then Project
      • Contacts
      • Contract Backlog
      • Currency Exchange Rates
      • Disbursement Journal Single Transaction
      • Disbursements By Date
      • Employee Benefit Report
      • Employee Inquiry
      • Employee Job Titles
      • Employee Reimbursable Single Transaction
      • Employee Reimbursables By Date
      • Expense  Check Stub
      • Expense Code Listing
      • Expense Group Assignments
      • Expense Group Detail
      • Expense Sheet Status
      • Financial Statement Analyzer
      • Form 1099 Detail Backup
      • General Journal By Date
      • General Journal Single Transaction
      • General Ledger By Date
      • Home Organization Analysis
      • Income Statement with Budgets
      • Income Statement with drill-down
      • Intercompany Transfers By Date
      • Intercompany Transfers By Period
      • Invoice For Retainage (Style 1)
      • Invoice For Retainage (Style 2)
      • Job Titles
      • Labor By Location
      • Labor Code Listing
      • Labor Distribution Detail Report
      • Labor Estimates
      • MC Consolidated Balance Sheet (FASB)
      • MC Revaluation Journal
      • My Hours
      • No Project Reference
      • Note Search
      • Opportunities
      • Pay History
      • Pay When Paid By Project
      • Pay When Paid By Receipt
      • Pay When Paid By Vendor
      • Print A Check
      • Project Earnings By Org Unit
      • Project Figures
      • Project Metrics For Project Managers
      • Project Overhead Allocation Report
      • Project Revenue By Type
      • Project Scorecard
      • Purchase Journal Single Transaction
      • Purchases By Date
      • Rate Schedule Assignments
      • Rate Schedule Detail
      • Receipt Journal Single Transaction
      • Receipts By Date
      • Receipts By State
      • Revenue Analysis
      • Sales By Date
      • Sales Journal Single Transaction
      • Sales Links
      • Standard Hours
      • Stored Procedure Code
      • Timesheet
      • Timesheet Batch
      • Timesheet with Overtime Types
      • Timesheet with Overtime Types Batch
      • Transactions Transcending Companies
      • Trial Balance with drill-down
      • Unapproved Expense Sheets
      • Unapproved Timesheets
      • Unbilled Summary By Org Unit
      • Unprocessed Expense Sheets
      • User Security Settings
      • Vendor Inquiry
      • WBS Listing
      • WBS Node Inquiry
    • Action Descriptions (System)
      • Add a Vendor
      • Add G/L Accounts to New Org Unit
      • Auto-create Expense Sheet from Time (Project Level)
      • Auto-create Expense Sheet from Time (WBS Level)
      • Bank Transfer Using Disbursement and Receipt
      • Bank Transfer Using General Journal
      • Change G/L Period (Any Period)
      • Change G/L Period (Open Periods Only)
      • Change Mileage Rate
      • Close Multiple Accounting Years
      • Compress Time Sheet and Combine Comments
      • Convert Project Fee Type
      • Copy Projects From Timesheet (Project Level)
      • Copy Projects From Timesheet (WBS Level)
      • Create a Simple PM Report
      • Deactivate Employee
      • Enter a Vendor Invoice
      • Modify Previous Billed On A Project WIthout Affecting the General Ledger
      • Open an Historical Year
      • Open New G/L Period
      • Override Employee Job Title on a Project
      • Prevent expense sheet from being saved if amount to be reimbursed is different than charge amount
      • Prevent Overtime with less than 40 or 80 hours
      • Project - Edit
      • Quick Employee Add
      • Quick G/L Account Add
      • Quick Project Add
      • Quick Project Add From Template
      • Quick Vendor Add
      • Refund Retainer
      • Reopen Expense Sheet
      • Reopen Time Sheet
      • Set Start and End Dates for a Level 2 Node
      • Test Employee for allowable time entry
      • Time Sheet Work-dates All Allowable
      • Void a Check
    • 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
• InFocus Tutorials
  • Dashboard
  • Accounts Payable
  • Accounts Receivable
  • Project Administration
  • Project Management
  • Human Resources
  • Personal
  • General Accounting
  • Marketing
  • Utilities
  • Administration
• InFocus Advanced
  • Actions
    • Actions - Overview
    • Actions - Developing Actions
    • Actions - Hello World Tutorial
  • API Management
  • Data Views
  • InFocus Variables
    • System Variables
    • Global Variables
  • Labor Distribution
    • Using Compensation Time
    • Clearing and Variance Accounts
    • Use G/L Account derivation
  • Messages Manager
  • Multi-Company Tab
  • Multi-Currency
    • Getting Started
    • Administration
    • General Accounting
    • Project Administration
    • Human Resources
  • Organizational Units
  • Overhead Allocation
  • Profit Sharing
  • Revenue Recognition
• InFocus Mobile
• InFocus Web
  • Overview
  • Getting Started with InFocus Web
    • Relationship to InFocus
    • Permissions for InFocus Web
    • Responsive Design
    • Session Activity & Security
  • Logging into InFocus Web
  • InFocus Web Home
  • Time Sheets
  • Dashboards