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Pre-invoicing Adjustments | Cost Cards Tab
Invoice Editor | Cost Card Review Tab

Permissions and Settings

To reach cost card history, you only need to be able to view the cost card in cost management, the expense document editor, or on an invoice.

Cost Card History

Explanation of the fields in the cost card history table.

Column	Description
Entered On	Date and time change was made
Adjustment	What type of change was made Added - initial creation of the card Submit - project code card was submitted to Approve - workflow approval Approve to Invoice Approved to Pay Include on Payment Voucher Exclude from Payment Voucher Include on Invoice Exclude from Invoice
Entered By	Who made the change
Approved By	Adjustments of cost cards by changing the amount, transferring between projects, changing the type, description, etc all require that both Finance and Project Manager approval be given. These fields show who gave that approval.
Value After Adjustment	The client and disbursed amount after the change Disbursed - amount that the resource was reimbursed, minus VAT, converted into the Engagement Currency Client - amount that the client will get billed for this cost card
Currency	The currency of the cost card.
Explanation	When adjustments are made, adjusters are given the opportunity to specify an explanation. For example, when rejecting a time card you can specify why it was rejected. That value is shown here. In addition, there may be Projector-generated explanations. These include: Add/Remove from Payment Voucher Add/Remove from Invoice
Image Modified Image Modified Image Modified	You may see these three icons in a history row. Image Modified - Adjustment approved Image Modified - Adjustment pending approval by finance or project manager or both Image Modified - do not show this expense on the invoice. Only applies to zero client amount expenses.

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Old Version 10

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Permissions and Settings

Cost Card History