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The following people can perform cost card adjustments.
- Users with the cost center permission Create and Approve Invoices
- PMs for all projects on the invoice
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Column | Description |
|---|---|
Checkbox Column | The first column contains checkboxes. Check cards that you would like to modify. Modification details are discussed later on in this document. |
Project, Resource | The project to which the cost was reported, and the resource that reported the cost. Collapse or expand or expand groups by pressing the plus ( + ) sign or minus ( - ) sign. |
Expense Document | The name of the expense document (expense report, soft cost or vendor invoice) the cost card is on |
Incurred Date | The date the cost was incurred. This date is specified by the resource when filling out expense reports or by an administrator when creating vendor invoices or soft costs. |
Expense Type | The expense type associated with this card |
Status Icons |
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Disbursed Amount | The amount that the resource was reimbursed, minus VAT, converted into the Engagement Currency. |
Markup | The amount by which the cost card has been written up or down. Some expense types have .
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Markup % | The total markup divided by the disbursed amount |
Client Amount | This is the amount that the client will get billed for this cost card. It is calculated by adding the total markup to the disbursed amount. |
Description | The text entered in the Description field by whoever created the cost card. The description can be edited by using adjustments discussed below. |
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