Permissions and Settings

Cost Card History Form

You will reach this from the Cost Cards tab of the Pre-Invoicing Adjustments Form or the Cost Card Review tab of the Invoice Editor.
This is a read-only form that displays a chronological history for a single cost card. The history includes when the card was submitted and approved, and by whom, as well as each adjustment that has been applied to the card. This form is useful to help answer questions such as why the value after adjustments of a certain time or cost card is what it is.

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< Previous Cost Card, Next Cost Card >, and Close – If there are multiple time/cost cards to this invoice, you may navigate between them by pressing the < Previous Cost Card and Next Cost Card > buttons. Otherwise, press the Close button to exit the form. Note that if you have checked one or more cost cards, the next and previous buttons will navigate between the checked cost cards only.

Drilling Down into Adjustment Details

When viewing the history of a single cost card from the Invoice Editor, it is sometimes useful to be able to see what other cards were included on the same adjustment and the effect of that adjustment on the invoice as a whole. For adjustments that were made on an invoice, this can be accomplished by double-clicking on an adjustment in the Cost Card History form, which will bring up the Adjustment Detail form for that particular adjustment.

Understanding Adjustment Icons

The Cost Card History form may display one or more icons next to each adjustment. A Key is shown at the bottom of the form to explain the significance for each icon. Note that the color of the text of the entry is also significant on this form.

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