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Tip
titleAdditional Resources

Watch the May 2021 Release Overview Webinar to learn more about the invoicing on the web. (go to 07:30)


Info


Excerpt
hiddentrue

review, adjust, include, and exclude time cards from an invoice

This tab contains a list of all time cards currently on the invoice. From here you can include more cards, exclude cards, adjust cards, and review card details and history.

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When you include a card to credit it defaults to a 100% refund. However, the card can then be written up or written down to whatever value you want. That means you could give a 50% refund, 25% refund, or a negative refund to increase the charge. Think of it more as a correction than a credit.


Parameter

Description

Search string

Projector searches in the following fields

  • Project Name
  • Project Code
  • Resource Display Name
  • Resource Employee ID

  • Invoice name 

    Info
    titleInvoice Name

    An invoice can have multiple names during its lifecycle. For example it may start as DRAFT00012. Then when it is issued it will be INV00001. Then on void it becomes DRAFT00012 again. On reissue it becomes INV00002. Searching for any one of these names returns the same invoice.


Do not include zero amount cards in this searchIf the billing adjusted revenue for this card is zero, then don't show it in the results.

Only show cards that can be included on this invoice

Exclude draft, rejected, and unapproved time from results. If you choose to include them then the rows will be grayed out.

Only show cards that are already included on an issued invoiceWhen you search for cards, we return everything that is currently approved. However, you can only issue credits for things on a currently issued invoice. Tick this checkbox to cull out items that are not on an invoice or exist in time periods for which adjustments are closed.

Date Range

Search within a specified date range. Leave either the start or end date blank to search through the beginning or end of time.

Explanation

Enter a reason for the inclusion of the cards. If the change requires approval by the project or finance manager they will see this message. When viewing card history this note will be viewable.

Exclude Cards

Tick the checkbox for cards you want to exclude then click Exclude Cards. Projector calculates the financial change of excluding the cards. Enter an explanation for audit trail purposes and then Exclude Cards.

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