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Overview
The Transactions tab is used by project managers to review time and expense on a project-by-project basis prior to approving for invoicing.
Key Concepts
| • | When a project has Labor and Expenses associated with it, a Project Manager can review it here. Once all transactions have been reviewed and appropriate entries made, the project manager should mark the project as Reviewed. |
| • | To see Transactions for a specific project, click on the project in the Filter Window. |
| • | When selected, the Transactions Tab displays the transactions entered against the project. |
| • | Comments can be made both at the project level and the transaction level. |
| • | Columns in the detail grid can be dragged to change order. |
Field Descriptions
Arrange By
| • | Arrange By - The drop-down allows you to select different ways in which you would like to see the Transaction detail grouped. The options are Journal, Project Path, Bill Status, Transaction Date and None. |
Transactions Grid
| • | Journal - Journal of the transaction. |
| • | Name - Name of the Project Manager assigned to the project. |
| • | S - Bill Status. This shows the Bill Status of the transaction. |
| • | Project Path - Project Path of the transaction. |
| • | Transaction Date - Date of the Transaction. |
| • | Bill Rate/MU - Displays the Bill Rate for Labor and the Marked Up rate for Expenses. |
| • | Units/Hrs - Displays the Hours for Labor and Units for Expenses. |
| • | Amount - Amount of the Transaction |
| • | Time/Expense Comments - Displays the PM Comments entered on the transaction. |
| • | Instructions To Biller - These are internal notes intended for the Project Accountant. As the invoicing period is changed, the comments are saved, however, they are blank for the new period. |
Additional Field Descriptions (Column Chooser)
Transactions Grid
| • | Project Name - Name of the Project |
| • | Project Long Name - Name of the project including the concatenation of the lower nodes of the project. |
| • | Job Name - Job Title Name |
| • | Labor/Exp. Name - Displays the Labor Name for Labor and Expense Name for Expenses |
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