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lists all the cost cards currently included on the invoice. It displays the net effect of all adjustments, access to the history of cost cards, and provides powerful tools to adjust, transfer, add, and exclude cost cards |
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The Cost Card Review tab lists all the cost cards currently included on the invoice. It displays the net effect of all adjustments, access to the history of cost cards, and provides powerful tools to adjust, transfer, add, and exclude cost cards. |
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The Topic of the Day: Invoicing webinar is a great resource to learn all about creating invoices on Projector Management Portal. |
This form is reached by opening an Invoice from the invoice tab, and selecting the Cost Card Review tab.
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Set Approvals For – Optionally set finance and project manager approval if you have sufficient permissions
- Write up/write downUp/Down Cost Cards
- Transfer to projectTo Project
- Change Expense Type
- Change description
- Include cost cards on invoice
- Include cost cards to credit on invoice
- Exclude from invoice
- SplitDescription
- Add Cost Cards on Invoice
- Include Cost Cards to Credit
- Remove Cost Cards
- Split Cost Cards
Write Up/Down Cost Cards
Write up or down cards to change the amount that the client will be charged. Changing one field automatically recalculates the others. The adjustment amount will be prorated across all cards being adjusted.
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