In the costs module you can view all financial activities on a job. The Open Entries open entries tab is where you go to see what hasn’t been posted to the job yet. This is an important place to look at when you’re invoicing or closing a job.
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VIEWING THE OPEN ENTRIES TAB
Go to the jobs module > select the job > go to costs sub menu > click the open entries tab
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When there are open entries, you’ll see a number in red on the tab.
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WHAT’S INCLUDED IN OPEN ENTRIES
In the open entries tab you’ll see any items that haven’t been posted yet . Includingincluding:
Time entries
Creditor invoices
Purchase orders
Materials
Personal Expense entries
Mileage
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#NO. | FIELD NAMECOLUMN | DESCRIPTION |
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1 | Expense Type | Indicates whether it’s time, creditor invoices etc. |
2 | Date | The date of the transaction |
3 | Resource | If it’s a time entry, it will show the employee, or for a creditor invoice it will show the creditor name etc. |
4 | Quantity | Quantity |
5 | Currency | Currency of the transaction. If it’s a creditor invoice in a foreign currency, it will show here |
6 | Transaction Cost Amount | Cost price of the transaction |
7 | Transaction Sales Value | Sales price of the transaction |
8 | Currency | Currency of the transaction |
9 | Total Cost | Total Cost |
10 | Total Sale | Total Sale |
11 | Approval Status | 10 - under preparation |
12 | Approver | Green tick on the employee icon - approved |
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