Engagement Invoice Summary Tab

Projector Web

You can now review invoices through Projector Web.

The engagement invoices tab shows a summary of issued invoices, draft invoices, and unbilled items. You can also view whether invoices are overdue, have been paid, or have been sent to the client. This is a read-only tab. To make edits to invoices you should go to the Invoice Browser.

The invoices tab is reached by opening an engagement or project and choosing the Engagement Tab | Invoices subtab.

Permissions and Settings

Anyone who can open an engagement or project can view this tab. This includes the following:

Anyone with the /wiki/spaces/docworkspace/pages/10321959 View Projects
Anyone with the /wiki/spaces/docworkspace/pages/10321959 Maintain Projects and Engagements
Anyone with the /wiki/spaces/docworkspace/pages/10321959 Maintain Advanced Project and Engagement Setup
The engagement manager
The project manager
Anyone marked Can Act as PM on a project

Invoice Summary

In the grid a row is shown for each invoice associated with this engagement. If the invoice covers multiple engagements, then only the data relevant to the current engagement is shown. Click on the + icon to expand a row and show details down to the project level.

Example of showing project details.

There is also an Unbilled row that includes all time, cost, and milestones that are not yet included on any invoices.

Please see the table below for an explanation of each column in the grid.

Column	Description
Number	The invoice #
Date	The invoice issue date
Status	Invoices can only be in one of the following status'. See the Invoice Browser for full descriptions. Draft Approved Issued Sent Send Failed Overdue Paid
Project	When the + sign is clicked, invoice data is broken out by project. The project column has the relevant project code.
Time	The sum of all billing adjusted revenue (BAR) for time cards on the invoice. If the invoice is in a draft state, then pending adjustments are not shown. For example, if a time card is written down to $0 on a draft invoice, and the invoice has not yet been issued, then the invoices tab does not reflect this change. Once the invoice is issued, this tab updates appropriately.
Cost	The sum of all cost cards on the invoice. If the invoice is in a draft state, then pending adjustments are not shown. For example, if a cost card is written down to $0 on a draft invoice, and the invoice has not yet been issued, then the invoices tab does not reflect this change. Once the invoice is issued, this tab updates appropriately.
Milestones	The sum of all achieved milestones on this invoice. Unachieved milestones are not included because Projector treats the similarly to unapproved time or expense. The milestone is not considered real until achieved.
Tax	The sum of all taxes on this invoice. For the unbilled row, this will always be zero.
Total	The total amount to be invoiced. For the unbilled row, the total of all uninvoiced time, cost, and milestones.