Navigating the form

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

Filters

Filter	Description
Display	View one of the following options: Price- View the cost and sales prices of Hourtype transactions. Ledger updates- View information that is posted to General ledgersection in the local currency. Line amount- View the line amount. This is the quantity of Hourtype transactions multiplied by the sales price per Hourtype transaction.
Invoice status	View records according to the following options: All- View all records. Invoiced- View all transactions with the transaction status Invoiced, Selected for credit note, and Credit note proposal. Chargeable- View all non-invoiced transactions for time-and-material projects with a chargeable line property and with a transaction status of either Postedor Invoice proposal. Nonchargeable- View all transactions posted to projects that are not time-and-material projects, transactions are only displayed if they have the transaction status Postedand a non-chargeable line property.
Hour utilization	View one of the following options: Utilization- View all hour transactions with utilization hours. Burden- View all hour transactions with burden hours. Not included- View all hour transactions with hours that are defined as not included. All- View all hour transactions.

Filter

Description

Display

View one of the following options:

Price- View the cost and sales prices of Hourtype transactions.
Ledger updates- View information that is posted to General ledgersection in the local currency.
Line amount- View the line amount. This is the quantity of Hourtype transactions multiplied by the sales price per Hourtype transaction.

Invoice status

View records according to the following options:

All- View all records.
Invoiced- View all transactions with the transaction status Invoiced, Selected for credit note, and Credit note proposal.
Chargeable- View all non-invoiced transactions for time-and-material projects with a chargeable line property and with a transaction status of either Postedor Invoice proposal.
Nonchargeable- View all transactions posted to projects that are not time-and-material projects, transactions are only displayed if they have the transaction status Postedand a non-chargeable line property.

Hour utilization

View one of the following options:

Utilization- View all hour transactions with utilization hours.
Burden- View all hour transactions with burden hours.
Not included- View all hour transactions with hours that are defined as not included.
All- View all hour transactions.

Tabs

Tab	Description
Overview tab	View all hour transactions that are associated with the current Displayand Invoice statusoptions.
General tab	View individual Hourtype transactions.
Dimension tab	View dimensions that are inherited from the current project. The dimensions cannot be changed from this view.

Buttons

Button	Description
Voucher	View all financial updates for the selected transaction.
Ledger updates	View all transactions that have been posted to a project-related account.
Functions	Open a menu with the following items: Adjustment- Adjust the current transaction line. Post costs- Select transactions on which to post costs. Accrue revenue- Select transactions on which to accrue revenue. Invoice proposal- Create an invoice for the selected transaction. Select for credit note- Select the current transaction for a credit note.
Inquiries	View the invoice lines of the invoice proposal or invoice to which the transaction is attached. The project invoice proposal or invoice is only shown if an invoice proposal has been created or an invoice has been posted for the transaction.

Fields

Field	Description
Project date	Date the transaction was posted to the project.
Project	Project to which the transaction is attached.
Activity number	Identification of project activity.
Category	Project category that is attached to the transaction.
Employee	Employee to whom the transaction is attached.
Line property	Line property that is attached to the transaction.
Transaction ID	Summary or lot identification for transactions that are attached to the same inventory transaction.
Transaction voucher	Voucher number of the voucher attached to the journal.
Transaction text	Text entered into the Transaction textfield when you posted the journal.
Transaction status	Status of the transaction.
Hours	Number of hours that are attached to the transaction.
Cost price	Cost price per hour of the current category.
Ledger status	Current placement in the ledger that is balance sheet, profit and loss, or posted, but not financially updated in the ledger.
Sales currency	Currency for invoicing of a transaction.
Sales price	Sales-price per hour of the current category. This price includes any additional costs and miscellaneous charges.
Accrued revenue	Selected if revenue from a transaction of type Hourhas been accrued.
Accrued amount	Amount of accrued revenue. If this Accrued revenuecheck box is selected, the value in this field is more than zero.
Sales tax group	Group of sales tax codes that can be calculated for sale and purchase.
Item sales tax group	Enter an item sales tax group code generated in the Item sales tax groupsform.
Invoice proposal	Invoice proposal for the selected hour transaction.
Invoice	Invoice for the selected hour transaction.
Estimate date	Enter a date to delimit the transactions included in the proposal.
Start time	Start time that was entered for a transaction.
End time	End time that was entered for a transaction.

English-to-Russian translation