Invoices - Adjustment History

Additional Resources

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

Adjustment history is an audit trail where you'll see all changes made to time or cost cards on an invoice. View included, excluded, financial adjustments, and non-financial adjustments to cards.

Permissions and Settings

Anyone that can view an invoice can review adjustments.

Adjustments are made on the Invoices - Time Cards and Invoices - Cost Cards pages.

Filters

Time card and cost card adjustments are tracked separately. The below table explains the filters and what they encompass.

Type	Description	Financial	Non-Financial
Time card	Changes to time cards	Adjust for daily billing Revalue Write up/down Transfer to project Transfer to task Change rate type Split	Include Exclude Change description Change location
Cost card	Changes to cost cards	Write up/down Transfer project Change expense type Per diem Split	Include Exclude Change description Change location

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
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.