All project entries can be viewed by selecting
Project/Reports/Postings.
If you only want to see project entries for a single project, you can filter by project number in the list above, but you can also select the
Postings button on the ribbon in the project overview under
Project/Project.
Cost items on projects are shown with positive amounts, while revenue items are shown with negative amounts, however credit notes will be shown with positive amounts.
If the
Include drafts checkbox is selected, the entries from the hourly drafts are also shown in the image. Entries in the Project drafts are not shown.
NOTE: Only timesheet lines where the start date (date of the first day of the weekly draft (Monday)) is greater than Approved date. This means that if you approve in the middle of a week, no lines will be included from that week. You should also be aware that Cost/Sales prices are only retrieved for the Start date. This means that if you have a price change during the week, it will not be used.
Please note! Only one project entry is created per on-account and/or revenue invoice.
Description of fields
Below is a selection of the fields on the project records.
| Field name |
Field Description |
| Chatter timer |
If the Include drafts box is checked on the ribbon, this box will be checked on the records originating from the hourly drafts.
Note! Entries from the project drafts are not included. |
| The date |
The date of the posting |
| Project |
The project to which the entry belongs |
| Project name |
The project name of the project to which the entry belongs |
| Task |
The task that the project posting is booked with. Read more about tasks here. |
| Work area |
The workspace that the project entry is booked with. Read more about workspaces here. |
| Type |
The project type that the project item is booked with. |
| Wage type |
The wage type that the project item is booked with. |
| Employee |
The employee that the project item is booked with |
| Item number |
The item number that the project item is booked with.
Note! If a product number is specified for invoicing on, for example, the on-account type, then this product number will be used on the project item, and it is not necessarily the same product number that is used on the on-account invoice. |
| Type |
The project type of the entry. The type value is automatically set on project entries depending on the type used on the project entry.
All project types are assigned a project type when creating project types. |
| Text |
Text of the posting |
| Number of items |
Number of the item |
| Unit of record |
Unit of the posting |
| Discount percentage |
Discount percentage of the item |
| Cost value |
Cost value of the item |
| Sales value |
Cost items show the expected sales value of the items.
On-account and revenue items show the invoiced sales value excluding VAT |
| Attachment |
The attachment number that the entry is posted with |
| Invoice |
The invoice number is shown on account and revenue entries. |
| Invoiced and Invoiced on invoice |
The field is automatically updated with a check mark when a cost or on-account item is included in the posting basis of a posted invoice proposal.
The Invoiced on invoice field will also be updated with the invoice number that the item was invoiced on.
Note! If you manually edit this field, you must also pay attention to the value in the Order number field. Read more about this below. |
| Billable |
The field is automatically marked on project items booked with project types that are billable, unless an employee has chosen to uncheck the Billable field on the line in the timesheet, for example. This can be done, for example, if the time recorded should be u/b for the customer. |
| Order number |
When an invoice proposal is created, the project postings included in the posting basis are updated with the "order number" from the invoice proposal in this field, so that it can be ensured that the same items are not included in multiple invoice proposals.
Note! If you manually edit the project entries regarding whether they are invoiced or not, it may be necessary to remove the values in this field for the entries that are changed from invoiced to not invoiced, otherwise the entries will not be included in a new invoice proposal. |
Buttons on the ribbon
Below is a description of selected buttons on the ribbon during project postings
| Button |
Button description |
| Edit all |
If Edit all is selected, the project records can be edited.
The Project field can be accessed via the Layout/Edit button, and if the project number is then changed on an entry, the project entry is moved to the project number entered.
However, you cannot change the project number on a project entry if it has been transferred to an invoice proposal.
Note! It is not possible to correct the price of project entries that are booked with work in progress or if the project entry has been transferred to an invoice proposal. |
| Entries on vouchers |
Here you can see any financial entries posted in connection with the current project entry. |
| Inventory transactions |
Here you can see any inventory transactions posted in connection with the current project entry. |
Correct project postings
After posting project entries, you can still correct some of the fields.
To do this, go to the project and select the
Entries button. Then select the
Edit all button and you can correct the content in selected fields.
Read more about this under the description of the
Edit all field above.
Note! It is only possible to edit project entries when you have opened the project entry image from the FMIS.
It is not possible to edit project entries via
Project/Reports/Postings.'
Note! If changes are made to the
Invoiced field, it is also recommended to check the contents of the
Order number field
. Read more about this under the description of these fields above in this article.