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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 ifThis tab is only available for billable projects.

Anyone who can view a project can view this tab. The following people can view projects:

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Your installation comes with a default layout with the two views described below.

ViewDescription
Invoices with Financial Details
  • Invoice #
  • Invoice Name
  • Primary Client Name
  • Invoice Status
  • Invoice Date
  • Time Card Total Amount
  • Cost Card Total Amount
  • Milestone Total Amount
  • Applied Prepayment Amount
  • Invoice Total Net Amount
Invoices with Project and PO Details
  • Invoice #
  • Invoice Name
  • Primary Client Name
  • Project Name
  • Project Code
  • Purchase Order #
  • Invoice Status
  • Invoice Date
  • Invoice Total Net Amount



Custom Layouts

To create a custom layout follow these steps.

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