Invoice Editor MP - User Defined Fields Tab

Owned by Min Zeng
May 08, 2024

You can create the user-defined fields using Projector's Administration features.  Once the fields are created, you can set them on the User Defined Fields tab. 

This form is reached by opening an invoice from the Invoices tab.

Permissions and Settings

To open an invoice you need the cost center permission View Projects  or need to be on the PM teams for all projects on the invoice.

You can edit UDFs:

  • If the invoice is not issued, and
  • If you have permission to edit the invoice either via Cost Center permission Create and Approve Invoices for the invoice cost center or via being on the PM teams of all projects or if, for permissioned UDFs, you have the associated custom global or cost center permission.