Cost Card History

This is a read-only form that displays a chronological history for a single cost card. The history includes when the card was submitted and approved, and by whom, as well as each adjustment that has been applied to the card. This form is useful to help answer questions such as why the value after adjustments of a certain time or cost card is what it is.

This form is reached from:

Pre-invoicing Adjustments | Cost Cards Tab
Invoice Editor | Cost Card Review Tab

Permissions and Settings

This is a read-only form. If you have access to pre-invoicing adjustments or an invoice, then you can access this history form. To learn what specific permissions give you access to these areas, see the permissions section of Pre-Invoicing Adjustments Form or Invoice Editor Cost Card Review Tab.

Cost Card History

Explanation of the fields in the cost card history table.

Column	Description
Entered On	Date change was made
Adjustment	What type of change was made Added - initial creation of the card Submit - project code card was submitted to Approve - workflow approval Approve to Invoice Approved to Pay Include on Payment Voucher Exclude from Payment Voucher Include on Invoice Exclude from Invoice
Entered By	Who made the change
Approved By	Adjustments of cost cards by changing the amount, transferring between projects, changing the type, description, etc all require that both Finance and Project Manager approval be given. These fields show who gave that approval.
Value After Adjustment	The client and disbursed amount after the change Disbursed - amount that the resource was reimbursed, minus VAT, converted into the Engagement Currency Client - amount that the client will get billed for this cost card
Currency	The currency of the cost card.
Explanation	When adjustments are made, adjusters are given the opportunity to specify an explanation. For example, when rejecting a time card you can specify why it was rejected. That value is shown here. In addition, there may be Projector-generated explanations. These include: Add/Remove from Payment Voucher Add/Remove from Invoice
	You may see these three icons in a history row. - Adjustment approved - Adjustment pending approval by finance or project manager or both - do not show this expense on the invoice. Only applies to zero client amount expenses.