Navigating the form

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

Tabs

Tab	Description
Overview tab	View all expense transactions that are associated with the current Displayand Invoice statusoptions.
General tab	View individual expense 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 this Expensetransaction.
Ledger updates	View all transactions that are posted to a project-related account.
Functions	Access the following submenus: Adjustment- Select to adjust the current transaction line. Post costs- Select to post the costs of the current transaction. Accrue revenue- Select to accrue revenue for the current transaction. Invoice proposal- Select to create an invoice proposal for the current transaction. Select for credit note- If the line has an Invoicedinvoice status, you can use this form to prepare an Expensetransaction for credit note creation. Select the Selectcheck box to select an Expensetransaction for credit note creation. Later, when you create an invoice proposal for credit notes, a credit note proposal is automatically created for this marked transaction.
Inquiries	View the invoice proposal or invoice to which the Expensetransaction is attached. The project invoice proposal or invoice is only displayed if an invoice proposal has been created or posted for the transaction.

Fields

Field	Description
Display	Select Price, Ledger updates, or Line amount. Price- View the cost and sales prices of the Expensetransactions. Ledger updates- View the Consumed Costcolumn, which shows costs that are posted to the Profit and lossand WIPaccounts. The Revenuecolumn shows the revenue amount that can be either accrued or invoiced revenue that is posted to Profit and lossaccounts. Line amount- View the sales amount. This is the quantity of Expensetransactions multiplied by the sales price per Expensetransaction, expressed in sales currency.
Filter	View different records, according to the filter setting that you select: 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 projects of the Time and materialtype and that have a chargeable line property and a transaction status of either Postedor Invoice proposal. Nonchargeable- View all transactions that are posted to projects that are not of the Time and materialtype. For Time and materialprojects, transactions are only displayed if they have Postedtransaction status and a non-chargeable line property.
Project date	Project date when the transaction was posted to the project.
Project	The project to which the transaction is attached.
Category	The category to which the expense transaction is attached.
Employee	The employee attached to the transaction.
Quantity	View the quantity associated with the cost, if any.
Cost price	Cost price per unit for the budget transaction.
Sales currency	Currency in which the project is invoiced.
Sales price	Sales price per unit for the transaction. If the customer is invoiced for the cost, the sales price is collected from the posted journal line.
Line property	Status to which the transaction is attached.
Accrued revenue	Status of the current transactions that are posting.
Transaction status	Status of the transaction.
Project date	Date when the transaction was posted to the project.
Project	The project to which the transaction is attached.
Category	The category to which the expense transaction is attached.
Employee	The employee who is attached to the transaction.
Line property	Status to which the transaction is attached.
Transaction ID	Unique ID for project transactions.
Transaction voucher	The journal voucher or project for the expense transaction.
Transaction text	Transaction text for the current proposal line.
Transaction status	Status of the transaction.
Transaction origin	The function from which the transaction was created.
Quantity	The quantity, if any, associated with the cost.
Cost currency	Current currency code that was used for entering the expense.
Cost price currency	Amount in currency
Tax included	Tax amount for investment tax or use-tax that is added on top of the cost price.
Cost price	Cost price per unit for the budget transaction.
Cost amount	Transaction amount in default sales currency.
Ledger status	Current placement in ledger that is entered as balance sheet, profit and loss, or posted but not financially updated in the ledger. MORE HELP…
Sales currency	Currency in which the project is invoiced.
Sales price	Sales price per unit for the transaction. If the customer is invoiced for the cost, the sales price is collected from the posted journal line.
Accrued revenue	Select if revenue has accrued for the transaction.
Accrued amount	The accrued revenue amount in the default currency of the company.
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 that is generated in the Item sales tax groupsform.
Estimate date	The estimate calculated for the transaction.
Department	Specify a department. For more information, see Dimensions.
Cost center	Specify a cost center. For more information, see Dimensions.
Purpose	Specify a purpose. For more information, see Dimensions.

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