Contents of the Transaction Analysis Screen
Use this screen to do a filtered search of detail transactions for the organization selected in the Navigation and all orgs below that level.
Contents
| Field | Description |
|---|---|
| Time Frame | Use this group box to select the transaction date ranges that are displayed on the report. The following options are available from the drop-down list:
|
| From | Use this drop-down list to select a starting date for the range you want to include. |
| To | Use this drop-down list to select an ending date for the range you want to include. |
| And, OR, Not | Enter keywords in these fields to search text on Name, Description and Comments column. Separate multiple words with spaces. |
| Project ID | Enter, or click |
| Account ID | Enter, or click |
| Vendor ID | Enter, or click |
| Employee ID | Enter, or click |
| Totals | Use these fields to view the total records, hours and amounts. |
to select, the project ID.Transaction Analysis Details
The table below describes the columns that display for the Transaction Analysis Details table.
| Column Headings | Description |
|---|---|
| Project ID | This column displays the project ID number. |
| Org ID | This column displays the employee name. |
| Account ID | This column displays the labor account number. |
| ID | This column displays the account ID name |
| Name | This column displays the name of the transaction. |
| FY | This column displays the fiscal year. |
| PD | This column displays the period. |
| SUB PD | This column displays the sub period. |
| Trans Date | This column displays the transaction date. |
| Description | This column displays the description of the transaction. |
| Comments | This column displays the comments. |
| Hours | This column displays the hours. |
| Amount | This column displays the transaction amount. |
| Source | This column displays the source (General Ledger or Project Status Report) of the transaction details. |