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Use this form to enter transactions of the type . transactions are applied when costs cannot be directly matched with the associated revenue. Costs are posted as hours spent with a non-chargeable line property.

For example, if the course fees paid by participants in a course cannot be matched directly with the hours registered by the instructor, they can be entered as fee transactions.

The transaction fee can only be used for time and material projects, and is used to invoice a fixed fee for a short term project.

To post a revenue fee for a long term fixed price project, use the on-account transaction for external invoicing and the estimate system to create internal fees in order to recognize revenue.

Tasks that use this form

Navigating the form

The following tables provide descriptions for the controls in this form.




Overview tab

Enter the identification information and the sales price of the fee received.

General tab

View information about the transaction, and set up sales tax and line properties.

Dimension tab

View or set up dimensions for the transaction.




Validate individual transactions before posting.

Post individual transactions.

View the log file.

Open the submenu item to delete all transaction lines in the active window or delete transaction lines based on recurrence.

Select to view records for a selected price and discount group.




Hour registration date. If the field is left blank, then the current date is automatically entered.

The project number of the journal registration line.

Select the category of the transaction. Only categories of the fee transaction type are available.

Use employee ID to trace the employee associated with a fee transaction. In , specify whether this option is mandatory, optional, or not allowed.

Enter a brief description of the transaction. Alternatively, enter a predefined search name from to have the description automatically entered into the field.

Currency of the sales price. By default, the currency is derived from the invoice project to which the project is attached.

Enter the sales price fee for the transaction. Entering a sales price here overwrites any default sales price that exists for the current employee.

Select the line property that is attached to the journal line.

View the fee transaction ID.

View or enter information about the fee transaction.

Shows the ledger voucher number for the current line. The voucher is associated with the line's period and is updated when a new period is selected.

Enter the date the fee will post to the general ledger. If the field is left blank, then the current date is automatically entered.

Select a sales tax group.

A default sales tax group can be derived from , , or , depending on the setup of the in .

The setup of a sales tax group only applies to time and material projects.

Select an item tax group.

Depending on the parameter settings, the item tax group can be derived from either the category or the item number.

Select the department attached to the current fee transaction journal.

Select the cost center attached to the current fee transaction journal.

Select the purpose for the current fee transaction journal.