Project/ Resources - Transactions
The Transactions icon on the Project ribbon, and the Resources ribbon, displays a transaction Enquiry window for the Project Record currently displayed.
By default the Enquiry window will display Cost type transactions.
Use the Filter options to change the type of transactions to be displayed.
Click the List Definition icon to display the Enquiry Filter options in the bottom left part of the window.
Select the transaction types you wish to view; de-select those you wish to exclude.
The Enquiry Filters include:
Timesheets | From Sales Ledger | Actual | Sales | Batched Costing |
Miscellaneous | From Purchase Ledger | Estimate | Costs | Posted |
Payments |
From Nominal Ledger
From Stock Control
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You should select those that describe the type of transactions you wish to view, e.g.: From Sales Ledger, Actual, Sales, Posted.
Click Display to retrieve the required information.
Notes:
This Enquiry window does not display Sales type transactions as negative. If both Cost and Sales type transactions are displayed together, the total shown will be for all transactions (Costs plus Sales).
When a Sales Ledger Invoice is displayed:
The Description from the Sales Ledger Invoice header will not be displayed in the Project Transactions Enquiry window.
The General tab card for the Detail line will display the Detail that was entered on the Detail window of the Sales Ledger Invoice transaction.