The following is an overview of how and where the account is applied and what parameter setup is required.
Account
type
Balance
Availability
|
License code |
Configuration code |
|---|---|
|
Project I |
On-account |
How the
account is applied
|
Transaction type |
Project type |
Statement type |
|---|---|---|
|
|
|
|
|
|
|
Parameter
dependencies
Project group: must be selected in the field.
Actions and
effects
|
Action |
What happens |
|---|---|
|
Invoicing |
Account is credited on invoicing of time and material projects. |
|
On-account invoicing |
Account is credited on invoicing. |
|
Post estimate |
The account is credited on fixed-price projects if is selected in the field on the project group. |
|
Reverse estimate |
The account is debited fixed-price projects if is selected in the field on the project group. |
|
Elimination |
Account is debited. |
|
Reverse elimination |
Account is credited. |
