Group |
Sales Income |
Description |
Invoice items listed by project and task |
Business Purpose |
Monitor value of invoices for the selected projects |
Ideal For |
Financial Administrator |
Standard project filters
Filter Name |
Selection |
Criteria |
Start date |
Earliest invoice date |
Date selected when creating an invoice |
End date |
Latest invoice date |
Date selected when creating an invoice |
Field Name |
Description |
Criteria |
Project: Account |
Name of project and account |
Project code and Client entered in Project Summary |
Task |
Name of task |
Entered into the Work Structure/Gantt screen |
Invoice/Credit |
Invoice/credit note number |
Invoice Identifier entered when creating/editing the invoice |
Date |
Incurred Date of invoice |
Date that the invoice was created (this field can be edited to a different date after the invoice has been created). |
Quantity |
Quantity of invoice item |
Set when invoice item is created |
Unit Cost |
Cost of invoice item |
Set when invoice item is created |
Net |
Net cost of invoice item |
Cost of invoice item, excluding VAT |
Tax |
Amount of tax applied to item |
Net cost of item multiplied by the tax rate of the item |
Gross |
Gross cost of invoice item |
Total cost of the item inclusive of tax |
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