| Excerpt | ||
|---|---|---|
| ||
show project-level invoices |
| Info |
|---|
Shows project-level invoices. There are two default views. The first shows invoices summary. The second shows invoice details. |
Permissions and Settings
You can access this area if you can view at least one project. You can view a project if:
- You are the project manager
- You can Act as PM on the project
- You are the engagement manager
- You have the cost center permission View Projects for the project's cost center.
You can display up to two views on this tab.
Default Layouts
Your installation comes with a default layout with the two views described below.
| View | Description |
|---|---|
| Invoices with Financial Details |
|
| Invoices with Project and PO Details |
|
Custom Layouts
To create a custom layout follow these steps.
- Edit the Default Layout however you wish
- From the Layouts manager click the gear icon -
- Choose Save Layout As
- You can then optionally share that layout with other users in your organization
Invoice History
Click View History for any invoice. You'll be presented with a table of invoice history. Click the to export the history as csv.
