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Watch the May 2021 Release Overview Webinar to learn more about the invoicing on the web. (go to 07:30) |
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Adjustment history is an audit trail where you'll see all changed changes made to time or cost cards on an invoice. View included, excluded, financial adjustments, and non-financial adjustments to cards. |
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Time card and cost card adjustments are tracked separately. The below table explains the filters and what they encompass.
Type | Description | Financial | Non-Financial |
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Time card | Changes to time cards |
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Cost card | Changes to cost cards |
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Adjustment Summary
Click on the link for each adjustment. A popup lists all impacted cards, the adjustment details, and the user responsible for the changes.
Field | Description |
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Adjustment Number | The identifying number for this adjustment, as assigned on the Adjustment Summary tab. |
Adjustment Type | Write up/down, revalue, include, exclude, split, etc |
Applies To | Either time or cost |
Number of Cards | The quantity of cards involved in the adjustment. |
Adjustment By | User that made the adjustment |
Adjustment On | Date adjustment applied |
Adjustment Code | The adjustment code for this adjustment. Adjustment codes are used within Projector to explain why an invoice has been adjusted. See the section on Adjustment Codes for more information. If no adjustment code was specified then N/A is displayed. |
Explanation | The reason for the adjustment. If empty then the person who made the adjustment chose not to specify why. |
Suppressed Card | If the suppression icon ( ) appears here, it denotes that these cards are being suppressed from the invoice. Zero amount cards can be suppressed automatically via a system setting or suppressed individually through a write up or write down. One reason for suppressing a card would be if unauthorized work was done. You do not want the client to see or perhaps even know about the unauthorized work. |
Time Adjustment Details
Different information is shown based on the type of adjustment performed. The sections below show what to expect.
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