Selections

Click this button to open the Selections window. Use this window to limit transactions displaying on this tab by specifying phase, cost type, transaction dates, and transaction types.

Phase Ct

The associated phase (up to 20 characters) and cost type display.

Tran date

Click the arrow to change the transaction date.

Type

The billing source type displays: AP, EQ, GL, IC, JC, or PR.

Description (name)

You can edit the name associated with the transaction. The first 20 characters display.

Hours/qty

The total hours (or units, if applicable) display. If you edit this field, the Extension and Bill amount will also change.

Pay type

This column displays one of the following pay types for the Payroll type transactions:

R (Regular)

O (Overtime)

D (Double time)

Billing rate

The Billing rate per hour (or unit) displays. If you edit this field, the Extension and Bill amount will also change.

Extension

The billing extension (total bill less markup) displays. If you edit this field, then the Bill amount will also change.

Markup

The Markup displays. If you edit this field, then the Bill amount will also change.

Bill amount

The dollar total for each line (Extension plus Markup) displays.

Taxable?

The checkbox is selected if this transaction is taxable.

The information that displays varies based on the Type (AP, EQ, JC, PR, GL, or IC).

Message

Enter any additional comments regarding each line transaction.

Code Reference P.O. #

You can edit the code, reference, and purchase order number for this transaction.

Work date

The date on which the equipment was used displays.

Check date

The Check date displays.

Billing code Phase description

The billing code and phase description for the transaction display. The billing code can be up to 10 characters.

Sub-job

If this is a sub-job billed from a master job, the sub-job number and description will display in this column.